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State Street SPDR S&P 400 Mid Cap Growth ETF

221 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $507M → $1.72B (+$1.21B)

48.54% more ownership

Funds ownership: 39.59%88.13% (+49%)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 224221 (-3)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
24
Increased
80
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Marietta Wealth Management
Georgia
$1.44M -$986K -19,789 -42%
EH
77
Equitable Holdings
New York
$1.4M -$334K -6,708 -21%
VCM
78
Virtue Capital Management
Tennessee
$1.37M +$1.27M +25,414 New
Jane Street
79
Jane Street
New York
$1.33M +$314K +6,305 +34%
AMG
80
Asset Management Group
Connecticut
$1.31M +$2.79K +56 +0.2%
WFA
81
Wellspring Financial Advisors
Ohio
$1.31M +$495K +9,932 +69%
BEI
82
Benjamin Edwards Inc
Missouri
$1.3M +$1.21M +24,193 New
CMP
83
Courage Miller Partners
Virginia
$1.29M +$4.43K +89 +0.4%
CBFP
84
Cedar Brook Financial Partners
Ohio
$1.27M +$1.18M +23,653 New
BFM
85
Broadview Financial Management
Wisconsin
$1.26M -$166K -3,322 -12%
SWP
86
Stratos Wealth Partners
Ohio
$1.24M +$80.4K +1,613 +8%
RFA
87
Reilly Financial Advisors
California
$1.21M -$2.34K -47 -0.2%
MWPCG
88
Measured Wealth Private Client Group
New Hampshire
$1.2M +$203K +4,073 +22%
IWP
89
IAG Wealth Partners
Wisconsin
$1.17M +$277K +5,563 +35%
TRCT
90
Tower Research Capital (TRC)
New York
$1.14M -$54.4K -1,092 -5%
FVWA
91
Foster Victor Wealth Advisors
South Carolina
$1.1M +$249 +5 +0%
CFD
92
Creative Financial Designs
Indiana
$1.06M -$119K -2,390 -11%
LWP
93
Legacy Wealth Planning
Nevada
$1.04M -$4.53K -91 -0.5%
CA
94
Centerpoint Advisors
Massachusetts
$964K -$5.55M -111,405 -86%
KF
95
Krilogy Financial
Missouri
$928K -$199K -3,994 -19%
PAG
96
Private Advisor Group
New Jersey
$922K +$102K +2,050 +14%
M&T Bank
97
M&T Bank
New York
$912K -$63.9K -1,283 -7%
BAM
98
Belpointe Asset Management
Nevada
$877K -$5.18K -104 -0.6%
SWA
99
Stratos Wealth Advisors
Ohio
$829K +$197K +3,960 +35%
FFG
100
Fullen Financial Group
Ohio
$807K +$748K +15,010 New

MDYG Hedge Fund Activity: Q2 2020 in Review

221 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2020, worth a combined $1.72B — up 238% from $507M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MDYG and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 80 added.

The largest buyer was Envestnet Asset Management, adding an estimated $365M. The largest seller was Centerpoint Advisors, cutting an estimated $5.55M.

  • 221 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $1.72B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2020, up 238% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2020 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $365M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2020 was Centerpoint Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2020.