We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

171 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

6% more funds holding

Funds holding: 161171 (+10)

18.87% less ownership

Funds ownership: 56.89%38.01% (-19%)

29% less capital invested

Capital invested by funds: $694M → $493M (-$201M)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
24
Increased
76
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
LexAurum Advisors
Kansas
$506K +$60.1K +1,078 +14%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$497K +$24.6K +441 +5%
JWS
78
Juncture Wealth Strategies
Arizona
$477K +$86.6K +1,552 +22%
FAIM
79
Financial Advocates Investment Management
Washington
$458K +$56 +1 +0%
SIA
80
Starfire Investment Advisers
Michigan
$446K +$279 +5 +0.1%
BTS
81
BB&T Securities
Virginia
$434K +$43.2K +775 +11%
OCM
82
One Capital Management
California
$432K -$25.9K -464 -6%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$427K -$5.91K -106 -1%
BWM
84
BerganKDV Wealth Management
Minnesota
$421K -$110K -1,978 -21%
PP
85
Prudential plc
United Kingdom
$403K +$16.7K +300 +4%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$397K +$2.34K +42 +0.6%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$391K +$60.6K +1,086 +18%
GTAM
88
Global Trust Asset Management
Florida
$385K +$781 +14 +0.2%
SC
89
Savant Capital
Illinois
$378K
RJA
90
Raymond James & Associates
Florida
$377K +$47.6K +853 +15%
GJIC
91
Gamble Jones Investment Counsel
California
$372K +$122K +2,185 +49%
OAM
92
Occidental Asset Management
California
$361K +$359K +6,445 New
GWM
93
Geneos Wealth Management
Colorado
$360K +$37.3K +669 +12%
Creative Planning
94
Creative Planning
Kansas
$344K +$41K +735 +14%
Goldman Sachs
95
Goldman Sachs
New York
$339K +$338K +6,063 New
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$319K -$76.2K -1,367 -19%
VA
97
Valmark Advisers
Ohio
$301K +$1K +18 +0.3%
CAN
98
Cetera Advisor Networks
California
$297K +$7.2K +129 +2%
KFGK
99
Keystone Financial Group (Kentucky)
Kentucky
$290K +$65.5K +1,174 +29%
CHA
100
Carmichael Hill & Associates
Maryland
$285K +$10.8K +194 +4%

MDYG Hedge Fund Activity: Q3 2018 in Review

171 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2018, worth a combined $493M — down 29% from $694M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 13 closed out — a net gain of 11 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was Gradient Investments, adding an estimated $19.8M. The largest seller was Financial Engines Advisors, cutting an estimated $204M.

  • 171 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2018, up from 161 in Q2 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2018, down 29% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2018 and 13 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2018 was Gradient Investments, an estimated $19.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2018 was Financial Engines Advisors, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2018.