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State Street SPDR S&P 400 Mid Cap Growth ETF

221 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $507M → $1.72B (+$1.21B)

48.54% more ownership

Funds ownership: 39.59%88.13% (+49%)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 224221 (-3)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
24
Increased
80
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Calton & Associates
Florida
$784K -$5.88K -118 -0.8%
PFA
102
Pure Financial Advisors
California
$764K -$39.4K -791 -5%
US Bancorp
103
US Bancorp
Minnesota
$760K +$676K +13,574 +2,433%
CWM
104
Connecticut Wealth Management
Connecticut
$755K +$33.6K +675 +5%
HSA
105
HBK Sorce Advisory
Pennsylvania
$710K -$169K -3,396 -20%
WWM
106
Windsor Wealth Management
Indiana
$688K +$12.4K +248 +2%
PA
107
PFG Advisors
Arizona
$686K +$252K +5,062 +66%
FFN
108
Focus Financial Network
Minnesota
$667K -$108K -2,175 -15%
WI
109
WrapManager Inc
California
$643K +$27K +541 +5%
Citadel Advisors
110
Citadel Advisors
Florida
$629K +$583K +11,698 New
SCA
111
Snowden Capital Advisors
New York
$604K -$7.47K -150 -1%
LJAC
112
L.J. Altfest & Co
New York
$604K -$63.4K -1,272 -10%
CFG
113
Cooper Financial Group
California
$601K +$154K +3,097 +38%
CAM
114
Concorde Asset Management
Michigan
$597K +$553K +11,105 New
CCFM
115
Clear Creek Financial Management
Washington
$596K -$155K -3,111 -22%
SFG
116
Sage Financial Group
Pennsylvania
$593K -$618K -12,393 -53%
PWMG
117
Prestige Wealth Management Group
New Jersey
$585K +$1.99K +40 +0.4%
CFGS
118
Concourse Financial Group Securities
Alabama
$580K +$105K +2,103 +24%
OAM
119
Occidental Asset Management
California
$564K +$45.3K +910 +9%
NFG
120
Next Financial Group
Texas
$554K -$69.5K -1,394 -12%
AWM
121
Avior Wealth Management
Nebraska
$544K -$643K -12,897 -56%
GWM
122
Geneos Wealth Management
Colorado
$538K +$10.7K +215 +2%
Truist Financial
123
Truist Financial
North Carolina
$527K -$5.33K -107 -1%
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$511K -$554K -11,115 -54%
AWA
125
Arkadios Wealth Advisors
Georgia
$508K -$11.2K -225 -2%

MDYG Hedge Fund Activity: Q2 2020 in Review

221 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2020, worth a combined $1.72B — up 238% from $507M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MDYG and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 80 added.

The largest buyer was Envestnet Asset Management, adding an estimated $365M. The largest seller was Centerpoint Advisors, cutting an estimated $5.55M.

  • 221 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $1.72B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2020, up 238% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2020 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $365M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2020 was Centerpoint Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2020.