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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $637M → $1.12B (+$486M)

44% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 57

28.82% more ownership

Funds ownership: 36.99%65.81% (+29%)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 188190 (+2)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
4.17%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.29%
New
17
Increased
82
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Marietta Wealth Management
Georgia
$2.94M -$124K -2,300 -4%
FWM
52
Foresight Wealth Management
Utah
$2.77M +$5.66K +105 +0.2%
Citadel Advisors
53
Citadel Advisors
Florida
$2.74M +$1.37M +25,403 +99%
KFA
54
Kays Financial Advisory
Georgia
$2.67M +$74.6K +1,384 +3%
IA
55
IFP Advisors
Florida
$2.62M +$2.64M +48,934 New
VDFA
56
Vickerman & Driscoll Financial Advisors
Washington
$2.59M +$40.7K +755 +2%
Stifel Financial
57
Stifel Financial
Missouri
$2.53M +$247K +4,573 +11%
RWA
58
Redhawk Wealth Advisors
Minnesota
$2.53M +$168K +3,120 +7%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$2.49M -$150K -2,781 -6%
VFA
60
Voya Financial Advisors
Connecticut
$2.49M -$971 -18 -0%
KWM
61
Kingsview Wealth Management
Oregon
$2.43M +$1.28M +23,644 +109%
Cerity Partners
62
Cerity Partners
New York
$2.29M +$811K +15,041 +55%
FIM
63
Freedom Investment Management
Connecticut
$2.21M +$56.3K +1,044 +3%
ACG
64
Allen Capital Group
Nebraska
$2.19M +$20.7K +383 +0.9%
S
65
Surevest
California
$2.16M +$39.3K +728 +2%
AWM
66
Avior Wealth Management
Nebraska
$2.14M -$78.7K -1,460 -4%
QCM
67
Quest Capital Management
Texas
$2.13M +$2.14M +39,626 New
PSF
68
Pacific Sun Financial
California
$2.05M -$29.9K -555 -1%
GP
69
Girard Partners
Pennsylvania
$1.97M -$113K -2,091 -5%
CCM
70
Condor Capital Management
New Jersey
$1.87M +$52.5K +974 +3%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$1.99M -36,954 -53%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.78M -$862K -15,988 -32%
PAG
73
Private Advisor Group
New Jersey
$1.64M +$64.5K +1,195 +4%
WA
74
Wambolt & Associates
Colorado
$1.59M +$1.46K +27 +0.1%
KTA
75
Keeley-Teton Advisors
Illinois
$1.49M +$2K +37 +0.1%

MDYG Hedge Fund Activity: Q3 2019 in Review

190 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2019, worth a combined $1.12B — up 76% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MDYG positions and 15 closed out — a net gain of 2 holders — while 82 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $555M. The largest seller was Financial Engines Advisors, cutting an estimated $32.5M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2019, up from 188 in Q2 2019.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2019, up 76% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2019 and 15 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $555M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2019.