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State Street SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

0.35% more ownership

Funds ownership: 67.71%68.05% (+0.35%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$17.6M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 254251 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
101
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$936K -$233 -3 -0%
WI
102
WrapManager Inc
California
$924K -$115K -1,473 -11%
YIA
103
YHB Investment Advisors
Connecticut
$915K +$17.4K +224 +2%
Creative Planning
104
Creative Planning
Kansas
$850K +$76.5K +983 +10%
SCA
105
Snowden Capital Advisors
New York
$831K -$1.63K -21 -0.2%
Truist Financial
106
Truist Financial
North Carolina
$823K -$205K -2,631 -19%
WWM
107
Windsor Wealth Management
Indiana
$821K +$32K +411 +4%
IA
108
IFP Advisors
Florida
$819K +$622 +8 +0.1%
HSA
109
HBK Sorce Advisory
Pennsylvania
$743K -$67.5K -868 -8%
SPC
110
Sigma Planning Corp
Michigan
$731K +$16.9K +217 +2%
CFGS
111
Concourse Financial Group Securities
Alabama
$725K +$5.52K +71 +0.7%
CA
112
Centerpoint Advisors
Massachusetts
$719K -$50.9K -654 -6%
LJAC
113
L.J. Altfest & Co
New York
$715K +$1.4K +18 +0.2%
AWA
114
Arkadios Wealth Advisors
Georgia
$708K -$45.7K -588 -6%
Goldman Sachs
115
Goldman Sachs
New York
$677K
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$654K +$26.1K +335 +4%
CCM
117
Condor Capital Management
New Jersey
$640K -$8.01K -103 -1%
SDWMA
118
Schneider Downs Wealth Management Advisors
Pennsylvania
$633K
CFD
119
Creative Financial Designs
Indiana
$613K -$96.8K -1,244 -13%
BPA
120
Beacon Pointe Advisors
California
$599K +$467 +6 +0.1%
IAN
121
Integrated Advisors Network
Texas
$589K +$156 +2 +0%
EWA
122
EP Wealth Advisors
California
$585K +$401K +5,153 +200%
SWA
123
Stratos Wealth Advisors
Ohio
$581K -$33.2K -427 -5%
GJIC
124
Gamble Jones Investment Counsel
California
$575K -$17.7K -227 -3%
AAS
125
Avantax Advisory Services
Texas
$570K +$39K +502 +7%

MDYG Hedge Fund Activity: Q3 2021 in Review

251 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2021, worth a combined $1.12B — down 1.5% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MDYG and 18 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 101 added.

The largest buyer was Wellspring Financial Advisors, adding an estimated $28.2M. The largest seller was Financial Engines Advisors, cutting an estimated $29.2M.

  • 251 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2021, down from 254 in Q2 2021.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2021 and 19 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $28.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $29.2M sold.

Based on aggregated 13F filings for Q3 2021.