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State Street SPDR S&P 400 Mid Cap Growth ETF

158 hedge funds and large institutions have $434M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 33

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

27.75% more ownership

Funds ownership: 87.2%114.96% (+28%)

22% more capital invested

Capital invested by funds: $356M → $434M (+$78.3M)

9% more funds holding

Funds holding: 145158 (+13)

Holders
158
Holders Change
+13
Holders Change %
+8.97%
% of All Funds
3.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
27
Increased
75
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
76
Legacy Financial Strategies
Kansas
$446K +$6.85K +129 +2%
IRC
77
Investors Research Corp
Georgia
$437K +$442K +8,328 New
OCM
78
One Capital Management
California
$430K +$42.5K +801 +11%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$418K +$101K +1,899 +31%
SIA
80
Starfire Investment Advisers
Michigan
$418K +$424K +7,977 New
BFEC
81
Benjamin F. Edwards & Company
Missouri
$416K +$94.8K +1,785 +29%
CF
82
Centaurus Financial
California
$407K +$124K +2,334 +43%
ASN
83
Advisory Services Network
Georgia
$399K +$637 +12 +0.2%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$394K +$180K +3,384 +82%
LI
85
LVZ Inc
Michigan
$383K +$387K +7,293 New
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$360K -$59.7K -1,125 -14%
SC
87
Savant Capital
Illinois
$354K
BTS
88
BB&T Securities
Virginia
$325K +$1.27K +24 +0.4%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$302K -$58.1K -1,095 -16%
VA
90
Valmark Advisers
Ohio
$286K +$2.39K +45 +0.8%
RJA
91
Raymond James & Associates
Florida
$283K +$50.5K +951 +21%
GWM
92
Geneos Wealth Management
Colorado
$278K -$11.3K -213 -4%
CAN
93
Cetera Advisor Networks
California
$261K -$12.9K -243 -5%
CHA
94
Carmichael Hill & Associates
Maryland
$257K +$11.2K +210 +4%
Creative Planning
95
Creative Planning
Kansas
$253K +$28K +528 +12%
KWM
96
Kingsview Wealth Management
Oregon
$244K +$247K +4,659 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$241K +$244K +4,593 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$236K +$53K +999 +29%
GJIC
99
Gamble Jones Investment Counsel
California
$227K -$16.1K -303 -7%
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$209K +$159 +3 +0.1%

MDYG Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2018, worth a combined $434M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MDYG positions and 13 closed out — a net gain of 14 holders — while 75 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.9M. The largest seller was MFA Wealth Advisors, cutting an estimated $5.31M.

  • 158 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2018, up from 145 in Q4 2017.
  • Funds reported $434M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2018, up 22% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2018 and 13 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $15.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2018 was MFA Wealth Advisors, an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2018.