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State Street SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

0.35% more ownership

Funds ownership: 67.71%68.05% (+0.35%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$17.6M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 254251 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
101
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$1.94M +$996K +12,804 +100%
TCMP
77
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.85M +$615K +7,904 +48%
CMP
78
Courage Miller Partners
Virginia
$1.7M +$12.5K +161 +0.7%
EH
79
Equitable Holdings
New York
$1.69M +$46.2K +594 +3%
RFA
80
Reilly Financial Advisors
California
$1.68M +$56.3K +724 +3%
AMG
81
Asset Management Group
Connecticut
$1.66M +$2.65K +34 +0.2%
CFG
82
Cooper Financial Group
California
$1.57M +$164K +2,106 +11%
AIP
83
Almanack Investment Partners
Pennsylvania
$1.47M +$1.51M +19,397 New
WFA
84
Wipfli Financial Advisors
Wisconsin
$1.37M
FVWA
85
Foster Victor Wealth Advisors
South Carolina
$1.34M -$7.31K -94 -0.5%
MSAM
86
Moloney Securities Asset Management
Missouri
$1.31M -$28.3K -364 -2%
BFM
87
Broadview Financial Management
Wisconsin
$1.3M +$1.63K +21 +0.1%
GWM
88
GSB Wealth Management
Connecticut
$1.29M +$3.03K +39 +0.2%
OAM
89
Occidental Asset Management
California
$1.28M +$36.7K +472 +3%
IWP
90
IAG Wealth Partners
Wisconsin
$1.19M -$78.3K -1,007 -6%
FFG
91
Fullen Financial Group
Ohio
$1.15M -$29.8K -383 -3%
CWA
92
Centennial Wealth Advisory
Michigan
$1.13M -$93.6K -1,203 -7%
PP
93
Prudential plc
United Kingdom
$1.11M +$124K +1,590 +12%
PA
94
PFG Advisors
Arizona
$1.08M +$18.7K +240 +2%
CA
95
Calton & Associates
Florida
$1.07M -$5.6K -72 -0.5%
KF
96
Krilogy Financial
Missouri
$1.06M -$14.9K -191 -1%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$64.6K -830 -6%
KFI
98
Key Financial Inc
Pennsylvania
$969K +$101K +1,297 +11%
CWM
99
Connecticut Wealth Management
Connecticut
$956K
PFA
100
Pure Financial Advisors
California
$936K -$19.4K -250 -2%

MDYG Hedge Fund Activity: Q3 2021 in Review

251 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2021, worth a combined $1.12B — down 1.5% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MDYG and 18 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 101 added.

The largest buyer was Wellspring Financial Advisors, adding an estimated $28.2M. The largest seller was Financial Engines Advisors, cutting an estimated $29.2M.

  • 251 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2021, down from 254 in Q2 2021.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2021 and 19 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $28.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $29.2M sold.

Based on aggregated 13F filings for Q3 2021.