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State Street SPDR S&P 400 Mid Cap Growth ETF

245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

76% more capital invested

Capital invested by funds: $968M → $1.7B (+$735M)

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

14.55% more ownership

Funds ownership: 68.17%82.72% (+15%)

13% more funds holding

Funds holding: 216245 (+29)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SigFig Wealth Management
California
$1.04M +$960K +14,995 New
CA
102
Calton & Associates
Florida
$1M +$3.71K +58 +0.4%
PA
103
PFG Advisors
Arizona
$967K +$36K +562 +4%
Creative Planning
104
Creative Planning
Kansas
$953K +$45.5K +711 +5%
Truist Financial
105
Truist Financial
North Carolina
$948K +$960 +15 +0.1%
WI
106
WrapManager Inc
California
$941K -$59.4K -928 -6%
CAG
107
Csenge Advisory Group
Florida
$925K +$854K +13,339 New
CWM
108
Connecticut Wealth Management
Connecticut
$922K -$31K -485 -4%
PFA
109
Pure Financial Advisors
California
$921K -$42.9K -671 -5%
VWA
110
Visionary Wealth Advisors
Illinois
$906K -$434K -6,782 -34%
BEI
111
Benjamin Edwards Inc
Missouri
$881K -$668K -10,442 -45%
WWM
112
Windsor Wealth Management
Indiana
$870K -$640 -10 -0.1%
JWCA
113
J.W. Cole Advisors
Florida
$836K +$402K +6,283 +109%
GWM
114
Geneos Wealth Management
Colorado
$827K +$189K +2,950 +29%
HSA
115
HBK Sorce Advisory
Pennsylvania
$813K -$32.8K -513 -4%
CBFP
116
Cedar Brook Financial Partners
Ohio
$799K +$738K +11,529 New
FFN
117
Focus Financial Network
Minnesota
$777K -$72K -1,125 -9%
CFD
118
Creative Financial Designs
Indiana
$764K -$494K -7,718 -41%
SCA
119
Snowden Capital Advisors
New York
$755K +$12.5K +196 +2%
CCM
120
Condor Capital Management
New Jersey
$742K -$1.3M -20,351 -66%
SWA
121
Stratos Wealth Advisors
Ohio
$734K -$304K -4,758 -31%
CFGS
122
Concourse Financial Group Securities
Alabama
$713K +$77.3K +1,208 +13%
LJAC
123
L.J. Altfest & Co
New York
$711K -$2.56K -40 -0.4%
CA
124
Centerpoint Advisors
Massachusetts
$704K -$16.5K -258 -2%
KAS
125
Kestra Advisory Services
Texas
$695K +$638K +9,972 +13,476%

MDYG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.

  • 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.