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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $600M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $493M → $600M (+$108M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 179190 (+11)

7.28% less ownership

Funds ownership: 43.28%36% (-7.3%)

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
32
Increased
73
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
101
Gradient Investments
Minnesota
$466K -$706K -13,943 -61%
OCM
102
One Capital Management
California
$405K -$557 -11 -0.1%
DADC
103
D.A. Davidson & Co
Montana
$397K -$7.95K -157 -2%
GJIC
104
Gamble Jones Investment Counsel
California
$388K +$8.15K +161 +2%
FHC
105
First Heartland Consultants
Missouri
$376K -$49.4K -975 -12%
OAM
106
Occidental Asset Management
California
$375K +$557 +11 +0.2%
SCA
107
Snowden Capital Advisors
New York
$370K -$903K -17,839 -72%
PA
108
PFG Advisors
Arizona
$370K +$32.5K +641 +10%
APA
109
American Portfolios Advisors
New York
$336K +$128K +2,537 +66%
BTS
110
BB&T Securities
Virginia
$332K -$3.85K -76 -1%
VA
111
Valmark Advisers
Ohio
$310K +$25.1K +496 +9%
AF
112
Advisornet Financial
Minnesota
$304K -$13.5K -266 -4%
PP
113
Prudential plc
United Kingdom
$289K -$10.1K -200 -4%
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$282K -$25.8K -510 -9%
Creative Planning
115
Creative Planning
Kansas
$280K -$15.1K -299 -5%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$272K -$25.1K -495 -9%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$269K +$260K +5,128 New
PGAM
118
Princeton Global Asset Management
New Jersey
$268K
CHA
119
Carmichael Hill & Associates
Maryland
$268K +$760 +15 +0.3%
CAN
120
Cetera Advisor Networks
California
$254K +$244K +4,821 New
BWM
121
BerganKDV Wealth Management
Minnesota
$248K -$142K -2,800 -37%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$245K -$1.2M -23,671 -84%
EFS
123
Econ Financial Services
Pennsylvania
$227K +$218K +4,314 New
JWS
124
Juncture Wealth Strategies
Arizona
$214K -$151K -2,976 -42%
KA
125
Klingman & Associates
New York
$207K +$199K +3,935 New

MDYG Hedge Fund Activity: Q1 2019 in Review

190 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2019, worth a combined $600M — up 22% from $493M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYG positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $21.7M. The largest seller was Financial Engines Advisors, cutting an estimated $54M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2019, up from 179 in Q4 2018.
  • Funds reported $600M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2019 was Carroll Financial Associates, an estimated $21.7M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2019.