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State Street SPDR S&P 400 Mid Cap Growth ETF

102 hedge funds and large institutions have $295M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

10% more funds holding

Funds holding: 93102 (+9)

9% more capital invested

Capital invested by funds: $272M → $295M (+$23.9M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

50.09% less ownership

Funds ownership: 131.72%81.62% (-50%)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
14
Increased
45
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$79K -$27K -564 -26%
BF
77
BOK Financial
Oklahoma
$74K +$72.4K +1,512 New
LCM
78
Liberty Capital Management
Michigan
$60K
AWM
79
Avior Wealth Management
Nebraska
$56K +$144 +3 +0.3%
BWM
80
Baystate Wealth Management
Massachusetts
$55K
PFBT
81
Parkside Financial Bank & Trust
Missouri
$45K -$1.87K -39 -4%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$33K -$5.32K -111 -14%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$31K +$4.6K +96 +18%
AIM
84
Anchor Investment Management
South Carolina
$29.5K
PCA
85
Peddock Capital Advisors
Massachusetts
$28K
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$26.8K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$25K
SA
88
SRH Advisors
Kansas
$25K +$24.4K +510 New
CP
89
Corbenic Partners
Pennsylvania
$17K
WEC
90
Winslow Evans & Crocker
Massachusetts
$15.5K +$144 +3 +1%
PMFA
91
Plante Moran Financial Advisors
Michigan
$15K
RFA
92
Reilly Financial Advisors
California
$15K
JP Morgan Chase
93
JP Morgan Chase
New York
$13K
GRP
94
Global Retirement Partners
California
$12K +$8.48K +177 +268%
TCM
95
Tradewinds Capital Management
Washington
$11K -$48.4K -1,011 -82%
IWM
96
IHT Wealth Management
Illinois
$6K -$89.5K -1,869 -94%
MRCM
97
M&R Capital Management
New Jersey
$5K +$5.03K +105 New
SIAS
98
Shine Investment Advisory Services
Colorado
$4K
OIA
99
OneDigital Investment Advisors
Kansas
$3K
PWM
100
Perigon Wealth Management
California
$3K +$2.73K +57 New

MDYG Hedge Fund Activity: Q3 2017 in Review

102 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2017, worth a combined $295M — up 8.8% from $272M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MDYG positions and 5 closed out — a net gain of 9 holders — while 45 added to existing stakes and 20 trimmed.

The largest buyer was Two Sigma Securities, opening a new position worth an estimated $4.5M. The largest seller was Jane Street, cutting an estimated $4.78M.

  • 102 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2017, up from 93 in Q2 2017.
  • Funds reported $295M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2017, up 8.8% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2017 and 5 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2017 was Two Sigma Securities, an estimated $4.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2017 was Jane Street, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2017.