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State Street SPDR S&P 400 Mid Cap Growth ETF

254 hedge funds and large institutions have $1.14B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

1% more funds holding

Funds holding: 251254 (+3)

5% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 88

1% more capital invested

Capital invested by funds: $1.13B → $1.14B (+$7.07M)

0.54% more ownership

Funds ownership: 67.17%67.71% (+0.54%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
26
Increased
92
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$3.87M +$418K +5,428 +12%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3.74M -$5.38M -69,846 -59%
EFL
53
ERn Financial LLC
Wisconsin
$3.53M +$614K +7,979 +21%
LWM
54
Laidlaw Wealth Management
New York
$3.46M +$267K +3,474 +8%
CIM
55
Confluence Investment Management
Missouri
$3.3M -$1.83M -23,769 -36%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$3.23M -$22.5K -292 -0.7%
SAF
57
Smith Anglin Financial
Texas
$3.21M -$170K -2,205 -5%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$3.18M -$32.9K -427 -1%
WFA
59
Wellspring Financial Advisors
Ohio
$3.16M +$2.04M +26,453 +184%
GIA
60
Gladstone Institutional Advisory
Florida
$3.15M -$290K -3,768 -8%
EWM
61
Executive Wealth Management
Michigan
$3.01M -$3.3M -42,851 -52%
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$2.95M -$17.2K -224 -0.6%
MML Investors Services
63
MML Investors Services
Massachusetts
$2.91M +$97.3K +1,264 +3%
GP
64
Girard Partners
Pennsylvania
$2.76M +$39.4K +512 +1%
IRC
65
Investors Research Corp
Georgia
$2.65M -$5K -65 -0.2%
KTA
66
Keeley-Teton Advisors
Illinois
$2.54M +$179K +2,320 +8%
WA
67
Wambolt & Associates
Colorado
$2.46M -$113K -1,474 -4%
HI
68
Harbour Investments
Wisconsin
$2.4M -$83.1K -1,079 -3%
MWPCG
69
Measured Wealth Private Client Group
New Hampshire
$2.38M +$130K +1,695 +6%
FIM
70
Freedom Investment Management
Connecticut
$2.37M -$94.1K -1,223 -4%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$2.34M +$498K +6,476 +27%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$2.21M +$213K +2,762 +11%
TAIM
73
TD Ameritrade Investment Management
Nebraska
$2.21M -$649K -8,433 -23%
DP
74
Denver PWM
Colorado
$2.13M -$411K -5,334 -16%
CMP
75
Courage Miller Partners
Virginia
$1.73M +$7.47K +97 +0.4%

MDYG Hedge Fund Activity: Q2 2021 in Review

254 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2021, worth a combined $1.14B — up 0.62% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MDYG positions and 19 closed out — a net gain of 7 holders — while 92 added to existing stakes and 88 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28.9M. The largest seller was Orion Portfolio Solutions, exiting entirely with an estimated $36.2M sold.

  • 254 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2021, up from 251 in Q1 2021.
  • Funds reported $1.14B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2021, up 0.62% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2021 and 19 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $28.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2021 was Orion Portfolio Solutions, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2021.