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State Street SPDR S&P 400 Mid Cap Growth ETF

283 hedge funds and large institutions have $1.24B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

13% more funds holding

Funds holding: 251283 (+32)

10% more capital invested

Capital invested by funds: $1.12B → $1.24B (+$115M)

2.76% more ownership

Funds ownership: 68.05%70.81% (+2.8%)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
283
Holders Change
+32
Holders Change %
+12.75%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
51
Increased
90
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
51
ERn Financial LLC
Wisconsin
$3.79M +$74.1K +925 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$3.61M +$313K +3,903 +10%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$3.53M +$54.6K +681 +2%
GIA
54
Gladstone Institutional Advisory
Florida
$3.5M +$144K +1,801 +4%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$3.46M +$11.1K +138 +0.3%
PAG
56
Private Advisor Group
New Jersey
$3.4M -$671K -8,368 -17%
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$3.26M -$39.7K -495 -1%
SAF
58
Smith Anglin Financial
Texas
$3.25M -$154K -1,927 -5%
EWM
59
Executive Wealth Management
Michigan
$3.22M -$49.9K -623 -2%
GP
60
Girard Partners
Pennsylvania
$3.19M +$312K +3,892 +11%
LWM
61
Laidlaw Wealth Management
New York
$2.98M -$55.5K -692 -2%
KTA
62
Keeley-Teton Advisors
Illinois
$2.83M +$240K +3,000 +9%
FIM
63
Freedom Investment Management
Connecticut
$2.78M +$301K +3,754 +12%
IRC
64
Investors Research Corp
Georgia
$2.77M -$6.97K -87 -0.3%
PSF
65
Pacific Sun Financial
California
$2.58M -$17.6K -220 -0.7%
TCMP
66
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.57M +$568K +7,080 +29%
WA
67
Wambolt & Associates
Colorado
$2.5M -$46.2K -576 -2%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$2.41M +$32.2K +402 +1%
FIA
69
Foundations Investment Advisors
Arizona
$2.38M +$2.43M +30,324 New
IMC Chicago
70
IMC Chicago
Illinois
$2.25M +$2.21M +27,619 New
WFA
71
Wellspring Financial Advisors
Ohio
$2.23M -$1.04M -12,921 -3%
DP
72
Denver PWM
Colorado
$2.22M +$1.6K +20 +0.1%
TAIM
73
TD Ameritrade Investment Management
Nebraska
$2.18M -$991K -12,363 -32%
CMP
74
Courage Miller Partners
Virginia
$2.03M +$198K +2,472 +11%
BCM
75
Barden Capital Management
Texas
$1.96M +$1.93M +24,047 New

MDYG Hedge Fund Activity: Q4 2021 in Review

283 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2021, worth a combined $1.24B — up 10% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDYG positions and 14 closed out — a net gain of 37 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.1M. The largest seller was Osaic Holdings, cutting an estimated $33.4M.

  • 283 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2021, up from 251 in Q3 2021.
  • Funds reported $1.24B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2021 and 14 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $27.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2021 was Osaic Holdings, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2021.