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State Street SPDR S&P 400 Mid Cap Growth ETF

158 hedge funds and large institutions have $434M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 33

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

27.75% more ownership

Funds ownership: 87.2%114.96% (+28%)

22% more capital invested

Capital invested by funds: $356M → $434M (+$78.3M)

9% more funds holding

Funds holding: 145158 (+13)

Holders
158
Holders Change
+13
Holders Change %
+8.97%
% of All Funds
3.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
27
Increased
75
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.53M +$1.06M +19,986 +218%
PFA
52
Pinnacle Family Advisors
Missouri
$1.44M +$1.45M +27,342 New
HIM
53
Harbour Investment Management
Washington
$1.35M +$1.07M +20,130 +47%
SFM
54
Signet Financial Management
New Jersey
$1.28M +$830K +15,630 +180%
AMG
55
Asset Management Group
Connecticut
$1.22M +$2.39K +45 +0.2%
JFA
56
JNBA Financial Advisors
Minnesota
$1.2M +$862K +16,239 +245%
SDWMA
57
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M -$164K -3,093 -12%
CMP
58
Courage Miller Partners
Virginia
$1.18M -$6.69K -126 -0.6%
CCM
59
Condor Capital Management
New Jersey
$1.08M +$92.1K +1,734 +9%
GI
60
Gradient Investments
Minnesota
$1.02M +$55.1K +1,038 +6%
RFA
61
Reilly Financial Advisors
California
$857K +$137K +2,577 +19%
WI
62
WrapManager Inc
California
$829K +$838K +15,789 New
BFM
63
Broadview Financial Management
Wisconsin
$793K +$87.1K +1,641 +12%
SWP
64
Stratos Wealth Partners
Ohio
$724K +$333K +6,267 +83%
TSS
65
Two Sigma Securities
New York
$721K +$730K +13,746 New
SRSA
66
S.R. Schill & Associates
Washington
$696K +$704K +13,263 New
KTA
67
Keeley-Teton Advisors
Illinois
$686K +$114K +2,139 +20%
CWM
68
Cornerstone Wealth Management
Missouri
$666K -$54K -1,017 -7%
BCM
69
Breiter Capital Management
Florida
$629K -$52.4K -987 -8%
WWM
70
Windsor Wealth Management
Indiana
$605K +$12.6K +237 +2%
TRCT
71
Tower Research Capital (TRC)
New York
$574K +$209K +3,945 +56%
BWM
72
BerganKDV Wealth Management
Minnesota
$553K -$33.1K -624 -6%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$520K +$148K +2,793 +39%
FAAS
74
First Allied Advisory Services
California
$474K +$367K +6,912 +326%
FAIM
75
Financial Advocates Investment Management
Washington
$447K +$3.66K +69 +0.8%

MDYG Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2018, worth a combined $434M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MDYG positions and 13 closed out — a net gain of 14 holders — while 75 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.9M. The largest seller was MFA Wealth Advisors, cutting an estimated $5.31M.

  • 158 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2018, up from 145 in Q4 2017.
  • Funds reported $434M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2018, up 22% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2018 and 13 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $15.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2018 was MFA Wealth Advisors, an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2018.