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State Street SPDR S&P 400 Mid Cap Growth ETF

221 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $507M → $1.72B (+$1.21B)

48.54% more ownership

Funds ownership: 39.59%88.13% (+49%)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 224221 (-3)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
24
Increased
80
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
51
Kays Financial Advisory
Georgia
$3.05M +$38.2K +767 +1%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.01M -$2.31M -46,411 -45%
EFL
53
ERn Financial LLC
Wisconsin
$2.94M -$9.82K -197 -0.4%
V
54
Veritable
Delaware
$2.86M -$27.9K -560 -1%
FWM
55
Foresight Wealth Management
Utah
$2.66M -$371K -7,445 -13%
Bank of America
56
Bank of America
North Carolina
$2.62M -$870K -17,466 -26%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$2.43M -$298K -5,989 -12%
LWM
58
Laidlaw Wealth Management
New York
$2.37M -$36.3K -729 -2%
IA
59
IFP Advisors
Florida
$2.27M +$1.81M +36,264 +569%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$2.21M -$333K -6,683 -14%
GP
61
Girard Partners
Pennsylvania
$2.06M +$19.3K +387 +1%
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$1.96M -$133K -2,679 -7%
IRC
63
Investors Research Corp
Georgia
$1.95M +$211K +4,233 +13%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.95M +$172K +3,453 +11%
PSF
65
Pacific Sun Financial
California
$1.9M -$17.9K -360 -1%
LWS
66
Lucia Wealth Services
California
$1.86M +$1.14M +22,903 +197%
FIM
67
Freedom Investment Management
Connecticut
$1.84M -$297K -5,962 -15%
DP
68
Denver PWM
Colorado
$1.84M +$28.6K +574 +2%
Goldman Sachs
69
Goldman Sachs
New York
$1.83M +$934K +18,749 +123%
CCM
70
Condor Capital Management
New Jersey
$1.82M -$19.6K -393 -1%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$263K +5,276 +19%
CAG
72
Csenge Advisory Group
Florida
$1.81M +$1.68M +33,649 New
WA
73
Wambolt & Associates
Colorado
$1.66M -$12.6K -253 -0.8%
KTA
74
Keeley-Teton Advisors
Illinois
$1.54M +$1.45K +29 +0.1%
Cerity Partners
75
Cerity Partners
New York
$1.52M -$652K -13,080 -32%

MDYG Hedge Fund Activity: Q2 2020 in Review

221 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2020, worth a combined $1.72B — up 238% from $507M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MDYG and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 80 added.

The largest buyer was Envestnet Asset Management, adding an estimated $365M. The largest seller was Centerpoint Advisors, cutting an estimated $5.55M.

  • 221 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $1.72B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2020, up 238% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2020 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $365M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2020 was Centerpoint Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2020.