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State Street SPDR S&P 400 Mid Cap Growth ETF

188 hedge funds and large institutions have $637M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 47

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

6% more capital invested

Capital invested by funds: $600M → $637M (+$36.4M)

0.99% more ownership

Funds ownership: 36%36.99% (+0.99%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 190188 (-2)

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
4.08%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
22
Increased
87
Reduced
47
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
76
Courage Miller Partners
Virginia
$1.3M +$4.42K +83 +0.3%
SFG
77
Sage Financial Group
Pennsylvania
$1.27M +$291K +5,466 +31%
BFM
78
Broadview Financial Management
Wisconsin
$1.25M +$113K +2,130 +10%
IRC
79
Investors Research Corp
Georgia
$1.19M +$60.4K +1,135 +5%
KWM
80
Kingsview Wealth Management
Oregon
$1.18M +$27.9K +525 +2%
SWP
81
Stratos Wealth Partners
Ohio
$1.16M -$73.6K -1,382 -6%
SDWMA
82
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.12M
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.1M
HSA
84
HBK Sorce Advisory
Pennsylvania
$1.02M +$160 +3 +0%
FFN
85
Focus Financial Network
Minnesota
$991K -$42.3K -795 -4%
WI
86
WrapManager Inc
California
$866K +$17.2K +323 +2%
LJAC
87
L.J. Altfest & Co
New York
$824K -$28.7K -540 -3%
PFA
88
Pure Financial Advisors
California
$809K -$40.6K -763 -5%
GI
89
Gradient Investments
Minnesota
$807K +$320K +6,004 +68%
DP
90
Denver PWM
Colorado
$797K +$93.5K +1,756 +13%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$793K +$778K +14,617 New
ACM
92
AlphaStar Capital Management
North Carolina
$741K -$1.85M -34,746 -72%
WWM
93
Windsor Wealth Management
Indiana
$736K +$20K +375 +3%
CG
94
Colony Group
Massachusetts
$717K -$1.48M -27,720 -68%
GWA
95
Guidant Wealth Advisors
Illinois
$715K
CFGS
96
Concourse Financial Group Securities
Alabama
$674K -$1.97K -37 -0.3%
PWMG
97
Prestige Wealth Management Group
New Jersey
$659K -$369K -6,928 -36%
CFA
98
Carroll Financial Associates
North Carolina
$598K -$22.2M -417,253 -97%
Goldman Sachs
99
Goldman Sachs
New York
$511K -$19.5M -366,231 -97%
KM
100
Kalos Management
Georgia
$508K +$499K +9,366 New

MDYG Hedge Fund Activity: Q2 2019 in Review

188 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2019, worth a combined $637M — up 6.1% from $600M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MDYG and 22 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 87 added.

The largest buyer was Advisor Group, adding an estimated $12.6M. The largest seller was Carroll Financial Associates, cutting an estimated $22.2M.

  • 188 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2019, down from 190 in Q1 2019.
  • Funds reported $637M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2019, up 6.1% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2019 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2019 was Advisor Group, an estimated $12.6M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2019 was Carroll Financial Associates, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.