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State Street SPDR S&P 400 Mid Cap Growth ETF

73 hedge funds and large institutions have $149M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

17% more capital invested

Capital invested by funds: $127M → $149M (+$21.3M)

6% more funds holding

Funds holding: 6973 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.63% less ownership

Funds ownership: 94.96%90.33% (-4.6%)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
8
Increased
32
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$111K
GT
52
Glenmede Trust
Pennsylvania
$76K
VIA
53
Vantage Investment Advisors
Pennsylvania
$56K +$512 +12 +0.9%
NFG
54
Next Financial Group
Texas
$47K +$33.9K +795 +265%
AWM
55
Avior Wealth Management
Nebraska
$39K +$5.76K +135 +17%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$37K +$6.53K +153 +21%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$26K
AIM
58
Anchor Investment Management
South Carolina
$25.5K
PCA
59
Peddock Capital Advisors
Massachusetts
$25K +$24.7K +579 New
Citigroup
60
Citigroup
New York
$24K +$23.9K +561 +18,700%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$23K +$23.2K +543 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$22K
MCM
63
Manchester Capital Management
Vermont
$21K
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$20K +$16.8K +393 +655%
S
65
SignatureFD
Georgia
$19K
JFA
66
JNBA Financial Advisors
Minnesota
$19K +$19.2K +450 New
CP
67
Corbenic Partners
Pennsylvania
$15K
GWM
68
Geneos Wealth Management
Colorado
$15K
LCM
69
Liberty Capital Management
Michigan
$12K +$12.2K +285 New
JP Morgan Chase
70
JP Morgan Chase
New York
$11K +$2.56K +60 +29%
IF
71
Ironwood Financial
Arizona
$3K
SIC
72
Salem Investment Counselors
North Carolina
$2.55K
ACM
73
Argentus Capital Management
Texas
-$102K -2,481 Closed
HFA
74
High Falls Advisors
New York
-$12K -300 Closed
RCG
75
Ruggie Capital Group
Florida
-$4K -90 Closed

MDYG Hedge Fund Activity: Q3 2016 in Review

73 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2016, worth a combined $149M — up 17% from $127M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MDYG positions and 3 closed out — a net gain of 5 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was FAS Wealth Partners, adding an estimated $5.2M. The largest seller was Wells Fargo, cutting an estimated $534K.

  • 73 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2016, up from 69 in Q2 2016.
  • Funds reported $149M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2016, up 17% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2016 and 3 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2016 was FAS Wealth Partners, an estimated $5.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2016 was Wells Fargo, an estimated $534K sold.

Based on aggregated 13F filings for Q3 2016.