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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

145 hedge funds and large institutions have $356M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

42% more funds holding

Funds holding: 102 → 145 (+43)

20% more capital invested

Capital invested by funds: $295M → $356M (+$60.5M)

5.58% more ownership

Funds ownership: 81.62% → 87.2% (+5.6%)

Holders
145
Holders Change
+43
Holders Change %
+42.16%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
52
Increased
43
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$11.5M
2
AA
Advisory Alpha
Michigan
+$6.71M
3
AIA
Allegis Investment Advisors
Idaho
+$3.86M
4
SAM
Shamrock Asset Management
Texas
+$2.64M
5
Ameriprise
Ameriprise
Minnesota
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$9.93M
2
RJA
Raymond James & Associates
Florida
-$5.88M
3
TSS
Two Sigma Securities
New York
-$4.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.17M
5
VFA
Voya Financial Advisors
Connecticut
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$318K +$35.1K +687 +13%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$315K +$6.29K +123 +2%
LNC
78
Lincoln National Corp
Pennsylvania
$293K +$288K +5,637 New
GWM
79
Geneos Wealth Management
Colorado
$286K +$104K +2,037 +58%
CF
80
Centaurus Financial
California
$281K +$277K +5,415 New
VA
81
Valmark Advisers
Ohio
$280K +$277K +5,409 New
CAN
82
Cetera Advisor Networks
California
$272K +$153 +3 +0.1%
CHA
83
Carmichael Hill & Associates
Maryland
$243K +$240K +4,695 New
GJIC
84
Gamble Jones Investment Counsel
California
$240K +$19.9K +390 +9%
RJA
85
Raymond James & Associates
Florida
$231K -$5.88M -115,080 -96%
LA
86
LexAurum Advisors
Kansas
$228K +$216K +4,227 New
Creative Planning
87
Creative Planning
Kansas
$223K +$219K +4,293 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$214K +$69.6K +1,362 +49%
CWM
89
Cabot Wealth Management
Massachusetts
$209K +$207K +4,041 New
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$206K -$3.37K -66 -2%
BCP
91
Blackhawk Capital Partners
Wisconsin
$202K +$200K +3,906 New
AF
92
Arrow Financial
New York
$200K – – –
IWM
93
IHT Wealth Management
Illinois
$193K +$179K +3,504 +3,157%
IA
94
IFP Advisors
Florida
$182K +$1.23K +24 +0.7%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$181K – – –
BWA
96
Burt Wealth Advisors
Maryland
$175K +$2.3K +45 +1%
PRS
97
Pinkerton Retirement Specialists
Idaho
$160K +$156K +3,051 New
FHA
98
First Horizon Advisors
Tennessee
$148K – – –
AIM
99
Arcadia Investment Management
Michigan
$140K – – –
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$138K +$1.84K +36 +1%
2 3
4
5 6

MDYG Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2017, worth a combined $356M — up 20% from $295M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MDYG positions and 9 closed out — a net gain of 43 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $11.5M. The largest seller was Avantax Planning Partners, cutting an estimated $9.93M.

  • 145 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $356M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2017 and 9 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $11.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2017.