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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $600M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $493M → $600M (+$108M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 179190 (+11)

7.28% less ownership

Funds ownership: 43.28%36% (-7.3%)

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
32
Increased
73
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
51
Kays Financial Advisory
Georgia
$2.45M -$3.49M -68,854 -60%
ACM
52
AlphaStar Capital Management
North Carolina
$2.42M -$1.55M -30,614 -39%
VDFA
53
Vickerman & Driscoll Financial Advisors
Washington
$2.4M +$162K +3,192 +8%
RWA
54
Redhawk Wealth Advisors
Minnesota
$2.37M +$53.1K +1,048 +2%
ACG
55
Allen Capital Group
Nebraska
$2.28M -$141K -2,786 -6%
DI
56
Diligent Investors
California
$2.27M +$13.4K +265 +0.6%
FIM
57
Freedom Investment Management
Connecticut
$2.16M +$27.2K +537 +1%
CG
58
Colony Group
Massachusetts
$2.15M -$46.8K -925 -2%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$2.08M -$971K -19,177 -33%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$1.98M +$600K +11,847 +46%
S
61
Surevest
California
$1.93M +$511K +10,098 +38%
GP
62
Girard Partners
Pennsylvania
$1.89M +$112K +2,205 +7%
AWM
63
Avior Wealth Management
Nebraska
$1.88M +$489K +9,660 +37%
Jane Street
64
Jane Street
New York
$1.64M -$912K -18,002 -37%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.63M -$122K -2,408 -7%
CCM
66
Condor Capital Management
New Jersey
$1.59M +$55.7K +1,100 +4%
WA
67
Wambolt & Associates
Colorado
$1.49M +$12.9K +254 +0.9%
SWA
68
Stratos Wealth Advisors
Ohio
$1.43M +$517K +10,205 +60%
KTA
69
Keeley-Teton Advisors
Illinois
$1.42M +$66.5K +1,314 +5%
AI
70
Atria Investments
North Carolina
$1.32M +$428K +8,452 +50%
PAG
71
Private Advisor Group
New Jersey
$1.32M -$725K -14,320 -36%
CMP
72
Courage Miller Partners
Virginia
$1.25M +$51 +1 +0%
AMG
73
Asset Management Group
Connecticut
$1.24M +$3.09K +61 +0.3%
RFA
74
Reilly Financial Advisors
California
$1.22M +$71.9K +1,420 +6%
SWP
75
Stratos Wealth Partners
Ohio
$1.2M -$44.7K -883 -4%

MDYG Hedge Fund Activity: Q1 2019 in Review

190 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2019, worth a combined $600M — up 22% from $493M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYG positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $21.7M. The largest seller was Financial Engines Advisors, cutting an estimated $54M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2019, up from 179 in Q4 2018.
  • Funds reported $600M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2019 was Carroll Financial Associates, an estimated $21.7M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2019.