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State Street SPDR S&P 400 Mid Cap Growth ETF

82 hedge funds and large institutions have $257M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 23 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

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $241M → $257M (+$15.5M)

4% more funds holding

Funds holding: 7982 (+3)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15.37% less ownership

Funds ownership: 144.86%129.49% (-15%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
8
Increased
39
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$226K +$4.27K +93 +2%
TAIM
52
TD Ameritrade Investment Management
Nebraska
$213K +$21.1K +459 +11%
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$186K -$17.9K -390 -9%
AF
54
Arrow Financial
New York
$179K
BWA
55
Burt Wealth Advisors
Maryland
$151K +$275 +6 +0.2%
GWM
56
Geneos Wealth Management
Colorado
$136K +$115K +2,505 +580%
FHA
57
First Horizon Advisors
Tennessee
$133K -$10K -219 -7%
Creative Planning
58
Creative Planning
Kansas
$121K
CFD
59
Creative Financial Designs
Indiana
$96K +$84.5K +1,842 +808%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89K -$85.9K -1,872 -49%
GT
61
Glenmede Trust
Pennsylvania
$83K
VIA
62
Vantage Investment Advisors
Pennsylvania
$79K -$5.92K -129 -7%
LCM
63
Liberty Capital Management
Michigan
$55K +$41.3K +900 +316%
AWM
64
Avior Wealth Management
Nebraska
$54K +$3.58K +78 +7%
Citigroup
65
Citigroup
New York
$54K +$27.5K +600 +106%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$49K -$4.54K -99 -9%
PFBT
67
Parkside Financial Bank & Trust
Missouri
$47K +$6.75K +147 +17%
BWM
68
Baystate Wealth Management
Massachusetts
$43K -$23.5K -513 -85%
TRCT
69
Tower Research Capital (TRC)
New York
$43K +$42.1K +918 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$29K -$5.64K -123 -16%
AIM
71
Anchor Investment Management
South Carolina
$27.8K
PCA
72
Peddock Capital Advisors
Massachusetts
$27K
RFWA
73
RPg Family Wealth Advisory
Massachusetts
$25.3K +$25.1K +546 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$25K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$24K

MDYG Hedge Fund Activity: Q1 2017 in Review

82 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2017, worth a combined $257M — up 6.4% from $241M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MDYG positions and 3 closed out — a net gain of 5 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was UBS Group, adding an estimated $4.76M. The largest seller was Citadel Advisors, cutting an estimated $6.04M.

  • 82 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2017, up from 79 in Q4 2016.
  • Funds reported $257M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2017 and 3 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2017 was UBS Group, an estimated $4.76M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2017 was Citadel Advisors, an estimated $6.04M sold.

Based on aggregated 13F filings for Q1 2017.