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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

145 hedge funds and large institutions have $356M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

42% more funds holding

Funds holding: 102 → 145 (+43)

20% more capital invested

Capital invested by funds: $295M → $356M (+$60.5M)

5.58% more ownership

Funds ownership: 81.62% → 87.2% (+5.6%)

Holders
145
Holders Change
+43
Holders Change %
+42.16%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
52
Increased
43
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$11.5M
2
AA
Advisory Alpha
Michigan
+$6.71M
3
AIA
Allegis Investment Advisors
Idaho
+$3.86M
4
SAM
Shamrock Asset Management
Texas
+$2.64M
5
Ameriprise
Ameriprise
Minnesota
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$9.93M
2
RJA
Raymond James & Associates
Florida
-$5.88M
3
TSS
Two Sigma Securities
New York
-$4.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.17M
5
VFA
Voya Financial Advisors
Connecticut
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$739K -$35K -684 -5%
FIM
52
Freedom Investment Management
Connecticut
$726K -$88.3K -1,728 -11%
RFA
53
Reilly Financial Advisors
California
$713K +$688K +13,458 +4,486%
BFM
54
Broadview Financial Management
Wisconsin
$698K +$688K +13,461 New
BCM
55
Breiter Capital Management
Florida
$672K +$663K +12,975 New
RJFSA
56
Raymond James Financial Services Advisors
Florida
$633K -$2.91K -57 -0.5%
KM
57
Kalos Management
Georgia
$624K +$626K +12,252 New
WWM
58
Windsor Wealth Management
Indiana
$585K +$577K +11,295 New
BWM
59
BerganKDV Wealth Management
Minnesota
$578K +$920 +18 +0.2%
KTA
60
Keeley-Teton Advisors
Illinois
$567K +$5.67K +111 +1%
PAG
61
Private Advisor Group
New Jersey
$481K -$727K -14,214 -61%
SFM
62
Signet Financial Management
New Jersey
$450K +$444K +8,682 New
FAIM
63
Financial Advocates Investment Management
Washington
$438K +$432K +8,454 New
LFS
64
Legacy Financial Strategies
Kansas
$434K +$428K +8,367 New
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$414K +$12.6K +246 +3%
ASN
66
Advisory Services Network
Georgia
$393K -$307K -6,003 -44%
SWP
67
Stratos Wealth Partners
Ohio
$390K -$22.5K -441 -6%
OCM
68
One Capital Management
California
$383K – – –
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369K +$43.9K +858 +14%
TRCT
70
Tower Research Capital (TRC)
New York
$362K +$358K +6,993 New
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$355K +$93.3K +1,824 +36%
SC
72
Savant Capital
Illinois
$350K -$2.45K -48 -0.7%
JFA
73
JNBA Financial Advisors
Minnesota
$343K +$338K +6,615 New
FHC
74
First Heartland Consultants
Missouri
$334K +$329K +6,444 New
BTS
75
BB&T Securities
Virginia
$319K +$97.7K +1,911 +45%
1 2
3
4 5

MDYG Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2017, worth a combined $356M — up 20% from $295M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MDYG positions and 9 closed out — a net gain of 43 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $11.5M. The largest seller was Avantax Planning Partners, cutting an estimated $9.93M.

  • 145 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $356M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2017 and 9 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $11.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2017.