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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

145 hedge funds and large institutions have $356M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

42% more funds holding

Funds holding: 102 → 145 (+43)

20% more capital invested

Capital invested by funds: $295M → $356M (+$60.5M)

5.58% more ownership

Funds ownership: 81.62% → 87.2% (+5.6%)

Holders
145
Holders Change
+43
Holders Change %
+42.16%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
52
Increased
43
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$11.5M
2
AA
Advisory Alpha
Michigan
+$6.71M
3
AIA
Allegis Investment Advisors
Idaho
+$3.86M
4
SAM
Shamrock Asset Management
Texas
+$2.64M
5
Ameriprise
Ameriprise
Minnesota
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$9.93M
2
RJA
Raymond James & Associates
Florida
-$5.88M
3
TSS
Two Sigma Securities
New York
-$4.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.17M
5
VFA
Voya Financial Advisors
Connecticut
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
101
Winch Advisory Services
Wisconsin
$130K +$129K +2,517 New
Financial Engines Advisors
102
Financial Engines Advisors
California
$123K -$39.3K -768 -24%
VIA
103
Vantage Investment Advisors
Pennsylvania
$109K +$460 +9 +0.4%
FAAS
104
First Allied Advisory Services
California
$109K +$108K +2,121 New
APA
105
American Portfolios Advisors
New York
$109K +$107K +2,100 New
CFD
106
Creative Financial Designs
Indiana
$103K +$1.53K +30 +2%
GT
107
Glenmede Trust
Pennsylvania
$93K – – –
Citigroup
108
Citigroup
New York
$83K +$153 +3 +0.2%
CT
109
CPF Texas
Texas
$72K +$71.2K +1,392 New
LCM
110
Liberty Capital Management
Michigan
$64K – – –
AWM
111
Avior Wealth Management
Nebraska
$62K +$3.22K +63 +6%
BWM
112
Baystate Wealth Management
Massachusetts
$60K – – –
CA
113
Calton & Associates
Florida
$60K +$56.3K +1,101 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$51K +$16.7K +327 +49%
PFBT
115
Parkside Financial Bank & Trust
Missouri
$47K – – –
AWA
116
Acorn Wealth Advisors
Michigan
$36K +$35K +684 New
US Bancorp
117
US Bancorp
Minnesota
$34K +$33K +645 New
VCM
118
Virtue Capital Management
Tennessee
$34K +$33.7K +660 New
AIM
119
Anchor Investment Management
South Carolina
$31.1K – – –
SPIA
120
Steward Partners Investment Advisory
New York
$31K +$31K +606 New
PCA
121
Peddock Capital Advisors
Massachusetts
$30K – – –
CPIG
122
Chicago Partners Investment Group
Illinois
$30K +$29.3K +573 New
RFWA
123
RPg Family Wealth Advisory
Massachusetts
$28.3K – – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$28K -$4.91K -96 -15%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$28K +$1.53K +30 +6%
3 4
5
6 7

MDYG Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2017, worth a combined $356M — up 20% from $295M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MDYG positions and 9 closed out — a net gain of 43 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $11.5M. The largest seller was Avantax Planning Partners, cutting an estimated $9.93M.

  • 145 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $356M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2017 and 9 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $11.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2017.