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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $600M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $493M → $600M (+$108M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 179190 (+11)

7.28% less ownership

Funds ownership: 43.28%36% (-7.3%)

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
32
Increased
73
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$1.19M -$79.9K -1,577 -13%
KWM
77
Kingsview Wealth Management
Oregon
$1.11M +$184K +3,632 +21%
BFM
78
Broadview Financial Management
Wisconsin
$1.1M +$384K +7,580 +57%
IRC
79
Investors Research Corp
Georgia
$1.09M +$183K +3,613 +21%
SDWMA
80
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.09M -$50K -987 -5%
WC
81
Westwind Capital
New Mexico
$1.05M -$131K -2,587 -11%
PWMG
82
Prestige Wealth Management Group
New Jersey
$1M -$19K -376 -2%
FFN
83
Focus Financial Network
Minnesota
$1M +$965K +19,054 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$994K
HSA
85
HBK Sorce Advisory
Pennsylvania
$984K -$442K -8,718 -32%
IA
86
IFP Advisors
Florida
$942K -$430K -8,488 -32%
SFG
87
Sage Financial Group
Pennsylvania
$939K +$905K +17,861 New
LJAC
88
L.J. Altfest & Co
New York
$826K +$760 +15 +0.1%
PFA
89
Pure Financial Advisors
California
$824K +$24.7K +487 +3%
WI
90
WrapManager Inc
California
$821K -$33.3K -658 -4%
Citadel Advisors
91
Citadel Advisors
Florida
$816K +$787K +15,537 New
DP
92
Denver PWM
Colorado
$707K +$361K +7,130 +117%
GWA
93
Guidant Wealth Advisors
Illinois
$692K -$9.17K -181 -1%
WWM
94
Windsor Wealth Management
Indiana
$691K +$18.8K +371 +3%
CFGS
95
Concourse Financial Group Securities
Alabama
$654K -$36.8K -727 -6%
BCM
96
Breiter Capital Management
Florida
$635K +$204K +4,034 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$611K +$17.7K +350 +3%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$604K -$6.58K -130 -1%
FVWA
99
Foster Victor Wealth Advisors
South Carolina
$540K -$91.8K -1,813 -15%
GWM
100
Geneos Wealth Management
Colorado
$496K +$95.8K +1,892 +25%

MDYG Hedge Fund Activity: Q1 2019 in Review

190 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2019, worth a combined $600M — up 22% from $493M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYG positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $21.7M. The largest seller was Financial Engines Advisors, cutting an estimated $54M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2019, up from 179 in Q4 2018.
  • Funds reported $600M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2019 was Carroll Financial Associates, an estimated $21.7M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2019.