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State Street SPDR S&P 400 Mid Cap Growth ETF

254 hedge funds and large institutions have $1.14B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

1% more funds holding

Funds holding: 251254 (+3)

5% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 88

1% more capital invested

Capital invested by funds: $1.13B → $1.14B (+$7.07M)

0.54% more ownership

Funds ownership: 67.17%67.71% (+0.54%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
26
Increased
92
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Rodgers & Associates
Pennsylvania
$9.65M -$47.1K -612 -0.5%
Bank of America
27
Bank of America
North Carolina
$9.34M -$593K -7,700 -6%
SWM
28
Shakespeare Wealth Management
Wisconsin
$8.7M +$204K +2,650 +2%
Wells Fargo
29
Wells Fargo
California
$8.35M +$779K +10,124 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$8.21M +$27.3K +355 +0.3%
KWM
31
Kingsview Wealth Management
Oregon
$7.6M +$445K +5,786 +6%
UBS Group
32
UBS Group
Switzerland
$7.51M -$210K -2,723 -3%
PWMG
33
Prestige Wealth Management Group
New Jersey
$7.48M -$91.5K -1,189 -1%
CI
34
CX Institutional
Indiana
$6.89M +$5.15M +66,857 +303%
Mariner
35
Mariner
Kansas
$6.65M +$1.14M +14,826 +21%
APP
36
Avantax Planning Partners
Iowa
$6.36M -$4.73M -61,475 -43%
DI
37
Diligent Investors
California
$6.23M +$906K +11,766 +17%
KOC
38
Koss-Olinger Consulting
Florida
$5.69M -$239K -3,102 -4%
CCMG
39
Clark Capital Management Group
Pennsylvania
$5.31M +$246K +3,200 +5%
MMA
40
Miracle Mile Advisors
California
$5.23M +$378K +4,912 +8%
WFPG
41
Waller Financial Planning Group
Ohio
$5.23M +$33.9K +440 +0.7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$4.94M +$116K +1,505 +2%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$4.84M -$2.9M -37,703 -38%
TWP
44
Total Wealth Planning
Ohio
$4.78M -$86.6K -1,125 -2%
FC
45
Ferris Capital
Massachusetts
$4.78M +$4.74M +61,608 New
HA
46
Harborview Advisors
Maine
$4.5M +$82.7K +1,075 +2%
V
47
Veritable
Delaware
$4.48M +$153K +1,990 +4%
SEIA
48
Signature Estate & Investment Advisors
California
$4.24M +$7.31K +95 +0.2%
FWM
49
Foresight Wealth Management
Utah
$4.24M -$41.8K -543 -1%
TF
50
TIAA FSB
Florida
$3.91M -$106K -1,379 -3%

MDYG Hedge Fund Activity: Q2 2021 in Review

254 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2021, worth a combined $1.14B — up 0.62% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MDYG positions and 19 closed out — a net gain of 7 holders — while 92 added to existing stakes and 88 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28.9M. The largest seller was Orion Portfolio Solutions, exiting entirely with an estimated $36.2M sold.

  • 254 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2021, up from 251 in Q1 2021.
  • Funds reported $1.14B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2021, up 0.62% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2021 and 19 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $28.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2021 was Orion Portfolio Solutions, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2021.