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State Street SPDR S&P 400 Mid Cap Growth ETF

245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

76% more capital invested

Capital invested by funds: $968M → $1.7B (+$735M)

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

14.55% more ownership

Funds ownership: 68.17%82.72% (+15%)

13% more funds holding

Funds holding: 216245 (+29)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.98M -$1.96M -30,642 -52%
RFA
77
Reilly Financial Advisors
California
$1.85M -$16.3K -255 -0.9%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$1.84M +$573K +8,949 +51%
WIA
79
World Investment Advisors
California
$1.6M -$10.1M -157,936 -88%
MWPCG
80
Measured Wealth Private Client Group
New Hampshire
$1.58M +$36.5K +571 +3%
CMP
81
Courage Miller Partners
Virginia
$1.55M -$104K -1,623 -7%
FHC
82
First Heartland Consultants
Missouri
$1.55M +$129K +2,022 +10%
EH
83
Equitable Holdings
New York
$1.52M -$73.7K -1,152 -5%
AMG
84
Asset Management Group
Connecticut
$1.52M -$158K -2,466 -10%
BFM
85
Broadview Financial Management
Wisconsin
$1.43M -$121K -1,892 -8%
VFA
86
Voya Financial Advisors
Connecticut
$1.39M +$424K +6,626 +49%
CFG
87
Cooper Financial Group
California
$1.36M +$41.7K +651 +3%
CWA
88
Centennial Wealth Advisory
Michigan
$1.35M +$1.24M +19,447 New
FVWA
89
Foster Victor Wealth Advisors
South Carolina
$1.33M -$23.6K -368 -2%
LWP
90
Legacy Wealth Planning
Nevada
$1.32M +$20K +313 +2%
PAG
91
Private Advisor Group
New Jersey
$1.31M -$479K -7,491 -28%
SC
92
Slow Capital
California
$1.3M -$236K -3,685 -16%
IWP
93
IAG Wealth Partners
Wisconsin
$1.25M -$143K -2,228 -11%
MSAM
94
Moloney Securities Asset Management
Missouri
$1.2M +$627K +9,791 +130%
BAM
95
Belpointe Asset Management
Nevada
$1.15M +$6.53K +102 +0.6%
OAM
96
Occidental Asset Management
California
$1.12M +$333K +5,208 +48%
KF
97
Krilogy Financial
Missouri
$1.1M -$69.1K -1,080 -6%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$626K -9,784 -39%
WFA
99
Wipfli Financial Advisors
Wisconsin
$1.06M +$978K +15,279 New
FFG
100
Fullen Financial Group
Ohio
$1.06M +$15.4K +240 +2%

MDYG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.

  • 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.