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State Street SPDR S&P 400 Mid Cap Growth ETF

179 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 47

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

5.26% more ownership

Funds ownership: 38.01%43.28% (+5.3%)

5% more funds holding

Funds holding: 171179 (+8)

0% less capital invested

Capital invested by funds: $493M → $493M (-$143K)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
3.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
42
Increased
69
Reduced
47
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
101
Gamble Jones Investment Counsel
California
$331K +$28.7K +571 +9%
OAM
102
Occidental Asset Management
California
$327K +$34K +677 +11%
JWS
103
Juncture Wealth Strategies
Arizona
$323K -$74.3K -1,477 -17%
AIC
104
Ameritas Investment Company
Nebraska
$319K +$350K +6,966 New
PA
105
PFG Advisors
Arizona
$318K +$63.7K +1,266 +26%
TSS
106
Two Sigma Securities
New York
$312K +$343K +6,813 New
DP
107
Denver PWM
Colorado
$310K +$306K +6,080 New
BTS
108
BB&T Securities
Virginia
$293K -$68.9K -1,370 -18%
BWA
109
Burt Wealth Advisors
Maryland
$281K +$146K +2,897 +90%
AF
110
Advisornet Financial
Minnesota
$278K -$907K -18,038 -75%
KM
111
Kalos Management
Georgia
$277K +$235K +4,669 New
KFGK
112
Keystone Financial Group (Kentucky)
Kentucky
$270K +$32.3K +642 +12%
PP
113
Prudential plc
United Kingdom
$261K -$75.4K -1,500 -21%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$260K -$1.91K -38 -0.7%
Creative Planning
115
Creative Planning
Kansas
$258K -$26.9K -536 -9%
VA
116
Valmark Advisers
Ohio
$247K +$1.11K +22 +0.4%
NFG
117
Next Financial Group
Texas
$246K +$269K +5,359 New
MFW
118
Mosaic Family Wealth
Missouri
$239K +$262K +5,206 New
FAIM
119
Financial Advocates Investment Management
Washington
$238K -$150K -2,987 -36%
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$234K -$94.5K -1,879 -27%
PGAM
121
Princeton Global Asset Management
New Jersey
$234K +$256K +5,100 New
CHA
122
Carmichael Hill & Associates
Maryland
$233K -$905 -18 -0.4%
CAL
123
Capital Advisors Ltd
Ohio
$222K +$243K +4,835 New
GFP
124
Gryphon Financial Partners
Ohio
$220K +$204K +4,064 New
APA
125
American Portfolios Advisors
New York
$177K -$56.6K -1,125 -23%

MDYG Hedge Fund Activity: Q4 2018 in Review

179 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2018, worth a combined $493M — down 0.03% from $493M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDYG positions and 30 closed out — a net gain of 12 holders — while 69 added to existing stakes and 47 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $65.8M. The largest seller was Cornerstone Wealth Management, cutting an estimated $35.8M.

  • 179 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2018, up from 171 in Q3 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2018, down 0.03% quarter-over-quarter.
  • 42 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2018 and 30 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $65.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q4 2018.