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State Street SPDR S&P 400 Mid Cap Growth ETF

283 hedge funds and large institutions have $1.24B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

13% more funds holding

Funds holding: 251283 (+32)

10% more capital invested

Capital invested by funds: $1.12B → $1.24B (+$115M)

2.76% more ownership

Funds ownership: 68.05%70.81% (+2.8%)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
283
Holders Change
+32
Holders Change %
+12.75%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
51
Increased
90
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$10.6M -$151K -1,884 -1%
RA
27
Rodgers & Associates
Pennsylvania
$10.4M +$224K +2,791 +2%
CWA
28
Clarus Wealth Advisors
Arizona
$10.2M -$1.04M -12,984 -9%
E
29
ETFidea
New York
$10.1M +$9.89M +123,422 New
SWM
30
Shakespeare Wealth Management
Wisconsin
$9.65M +$408K +5,093 +4%
Wells Fargo
31
Wells Fargo
California
$9.38M +$636K +7,930 +7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$8.97M +$113K +1,405 +1%
KWM
33
Kingsview Wealth Management
Oregon
$8.19M +$304K +3,787 +4%
DI
34
Diligent Investors
California
$8M +$1.43M +17,817 +22%
CIM
35
Confluence Investment Management
Missouri
$7.9M +$2.51M +31,267 +48%
PWMG
36
Prestige Wealth Management Group
New Jersey
$7.71M -$328K -4,095 -4%
UBS Group
37
UBS Group
Switzerland
$7.66M -$266K -3,313 -3%
Mariner
38
Mariner
Kansas
$7.44M +$111K +1,391 +2%
APP
39
Avantax Planning Partners
Iowa
$6.7M +$96.5K +1,204 +1%
KOC
40
Koss-Olinger Consulting
Florida
$5.96M +$63.4K +791 +1%
MMA
41
Miracle Mile Advisors
California
$5.72M +$4.65K +58 +0.1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$5.59M +$1.67M +20,856 +44%
WFPG
43
Waller Financial Planning Group
Ohio
$5.54M -$115K -1,432 -2%
TF
44
TIAA FSB
Florida
$5.04M +$959K +11,959 +24%
FWM
45
Foresight Wealth Management
Utah
$4.71M -$14.7K -183 -0.3%
V
46
Veritable
Delaware
$4.71M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$4.69M -$237K -2,958 -5%
TWP
48
Total Wealth Planning
Ohio
$4.6M +$2.12M +26,411 +43%
SWP
49
Stratos Wealth Partners
Ohio
$4.32M +$42K +524 +1%
SEIA
50
Signature Estate & Investment Advisors
California
$4.25M -$180K -2,248 -4%

MDYG Hedge Fund Activity: Q4 2021 in Review

283 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2021, worth a combined $1.24B — up 10% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDYG positions and 14 closed out — a net gain of 37 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.1M. The largest seller was Osaic Holdings, cutting an estimated $33.4M.

  • 283 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2021, up from 251 in Q3 2021.
  • Funds reported $1.24B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2021 and 14 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $27.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2021 was Osaic Holdings, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2021.