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State Street SPDR S&P 400 Mid Cap Growth ETF

245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

76% more capital invested

Capital invested by funds: $968M → $1.7B (+$735M)

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

14.55% more ownership

Funds ownership: 68.17%82.72% (+15%)

13% more funds holding

Funds holding: 216245 (+29)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Foresight Wealth Management
Utah
$3.83M +$246K +3,848 +7%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3.69M -$5.52M -86,280 -62%
Bank of America
53
Bank of America
North Carolina
$3.66M +$143K +2,234 +4%
TF
54
TIAA FSB
Florida
$3.46M -$346K -5,401 -10%
V
55
Veritable
Delaware
$3.11M -$532K -8,320 -16%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.1M +$2.86M +44,671 New
LWM
57
Laidlaw Wealth Management
New York
$3.04M -$234K -3,656 -8%
GIA
58
Gladstone Institutional Advisory
Florida
$2.95M +$85.2K +1,332 +3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$2.85M +$544K +8,507 +26%
SWP
60
Stratos Wealth Partners
Ohio
$2.75M +$190K +2,972 +8%
EFL
61
ERn Financial LLC
Wisconsin
$2.58M -$1.09M -17,005 -31%
MML Investors Services
62
MML Investors Services
Massachusetts
$2.57M +$196K +3,057 +9%
GP
63
Girard Partners
Pennsylvania
$2.57M -$186K -2,914 -7%
TAIM
64
TD Ameritrade Investment Management
Nebraska
$2.56M -$140K -2,189 -6%
Goldman Sachs
65
Goldman Sachs
New York
$2.48M -$12.8K -200 -0.6%
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$2.45M -$145K -2,270 -6%
CI
67
Cavalier Investments
Georgia
$2.43M +$2.25M +35,101 New
IRC
68
Investors Research Corp
Georgia
$2.41M -$13.6K -212 -0.6%
FFC
69
Fure Financial Corporation
Minnesota
$2.4M +$74.1K +1,158 +3%
FIM
70
Freedom Investment Management
Connecticut
$2.38M +$177K +2,764 +9%
WFA
71
Wellspring Financial Advisors
Ohio
$2.35M +$191K +2,984 +10%
WA
72
Wambolt & Associates
Colorado
$2.29M +$123K +1,916 +6%
IA
73
IFP Advisors
Florida
$2.16M +$1.39M +21,757 +231%
KTA
74
Keeley-Teton Advisors
Illinois
$2.11M +$113K +1,764 +6%
DP
75
Denver PWM
Colorado
$2M -$221K -3,461 -11%

MDYG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.

  • 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.