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State Street SPDR S&P 400 Mid Cap Growth ETF

179 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 47

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

5.26% more ownership

Funds ownership: 38.01%43.28% (+5.3%)

5% more funds holding

Funds holding: 171179 (+8)

0% less capital invested

Capital invested by funds: $493M → $493M (-$143K)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
3.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
42
Increased
69
Reduced
47
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Colony Group
Massachusetts
$1.92M +$2.1M +41,861 New
FIM
52
Freedom Investment Management
Connecticut
$1.86M -$232K -4,617 -10%
PAG
53
Private Advisor Group
New Jersey
$1.8M +$535K +10,640 +37%
GP
54
Girard Partners
Pennsylvania
$1.55M +$130K +2,581 +8%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.53M +$8.3K +165 +0.5%
CCM
56
Condor Capital Management
New Jersey
$1.34M +$175K +3,487 +14%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.3M +$1.07M +21,236 +299%
WA
58
Wambolt & Associates
Colorado
$1.27M +$1.39M +27,714 New
HSA
59
HBK Sorce Advisory
Pennsylvania
$1.26M +$1.38M +27,444 New
S
60
Surevest
California
$1.22M +$1.34M +26,652 New
HIM
61
Harbour Investment Management
Washington
$1.22M -$48.3K -960 -3%
IA
62
IFP Advisors
Florida
$1.2M +$176K +3,497 +15%
AWM
63
Avior Wealth Management
Nebraska
$1.2M +$557K +11,080 +74%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1.19M -$703K -13,974 -35%
KTA
65
Keeley-Teton Advisors
Illinois
$1.18M +$61.3K +1,220 +5%
SCA
66
Snowden Capital Advisors
New York
$1.14M +$1.06M +21,111 +560%
CMP
67
Courage Miller Partners
Virginia
$1.09M +$61.6K +1,226 +5%
SWP
68
Stratos Wealth Partners
Ohio
$1.09M +$419K +8,324 +54%
AMG
69
Asset Management Group
Connecticut
$1.07M +$4.73K +94 +0.4%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$1.06M +$1.16M +23,099 New
GI
71
Gradient Investments
Minnesota
$1.05M -$17.9M -355,280 -94%
WC
72
Westwind Capital
New Mexico
$1.03M -$101K -2,016 -8%
RFA
73
Reilly Financial Advisors
California
$1M +$127K +2,532 +13%
SDWMA
74
Schneider Downs Wealth Management Advisors
Pennsylvania
$993K -$79.3K -1,578 -7%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$939K +$46.7K +928 +5%

MDYG Hedge Fund Activity: Q4 2018 in Review

179 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2018, worth a combined $493M — down 0.03% from $493M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDYG positions and 30 closed out — a net gain of 12 holders — while 69 added to existing stakes and 47 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $65.8M. The largest seller was Cornerstone Wealth Management, cutting an estimated $35.8M.

  • 179 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2018, up from 171 in Q3 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2018, down 0.03% quarter-over-quarter.
  • 42 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2018 and 30 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $65.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q4 2018.