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State Street SPDR S&P 400 Mid Cap Growth ETF

171 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

6% more funds holding

Funds holding: 161171 (+10)

18.87% less ownership

Funds ownership: 56.89%38.01% (-19%)

29% less capital invested

Capital invested by funds: $694M → $493M (-$201M)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
24
Increased
76
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$279K +$54.3K +974 +24%
DAS
102
Dynamic Advisor Solutions
Arizona
$264K +$263K +4,715 New
PA
103
PFG Advisors
Arizona
$249K +$274K +4,912 New
CA
104
Cetera Advisors
Colorado
$232K -$2.37M -42,495 -91%
Fisher Asset Management
105
Fisher Asset Management
Washington
$211K +$210K +3,763 New
SCA
106
Snowden Capital Advisors
New York
$211K +$210K +3,771 New
AF
107
Arrow Financial
New York
$210K
LWAC
108
Laurel Wealth Advisors (California)
California
$207K +$207K +3,712 New
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$201K -$9.43K -169 -5%
BWA
110
Burt Wealth Advisors
Maryland
$180K -$13.9K -249 -7%
FHA
111
First Horizon Advisors
Tennessee
$160K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$153K +$99.8K +1,790 +190%
AIM
113
Arcadia Investment Management
Michigan
$151K
FHA
114
Flagship Harbor Advisors
Massachusetts
$147K -$24.9K -446 -14%
Citigroup
115
Citigroup
New York
$136K
AIS
116
Accurate Investment Solutions
Pennsylvania
$135K -$1.04M -18,584 -88%
VIA
117
Vantage Investment Advisors
Pennsylvania
$130K +$3.79K +68 +3%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$118K +$118K +2,108 New
RCAG
119
Rehmann Capital Advisory Group
Michigan
$111K
PRS
120
Pinkerton Retirement Specialists
Idaho
$108K -$2.8M -50,263 -96%
SPIA
121
Steward Partners Investment Advisory
New York
$108K -$12.8K -230 -11%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$96K -$65.8K -1,179 -41%
CFGS
123
Concourse Financial Group Securities
Alabama
$88K +$87.8K +1,575 New
OIA
124
Optimum Investment Advisors
Illinois
$81K +$223 +4 +0.3%
CT
125
CPF Texas
Texas
$78K

MDYG Hedge Fund Activity: Q3 2018 in Review

171 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2018, worth a combined $493M — down 29% from $694M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 13 closed out — a net gain of 11 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was Gradient Investments, adding an estimated $19.8M. The largest seller was Financial Engines Advisors, cutting an estimated $204M.

  • 171 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2018, up from 161 in Q2 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2018, down 29% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2018 and 13 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2018 was Gradient Investments, an estimated $19.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2018 was Financial Engines Advisors, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2018.