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State Street SPDR S&P 400 Mid Cap Growth ETF

145 hedge funds and large institutions have $356M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

42% more funds holding

Funds holding: 102145 (+43)

20% more capital invested

Capital invested by funds: $295M → $356M (+$60.5M)

5.58% more ownership

Funds ownership: 81.62%87.2% (+5.6%)

Holders
145
Holders Change
+43
Holders Change %
+42.16%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
52
Increased
43
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
SRH Advisors
Kansas
$26K -$153 -3 -0.6%
FRA
127
Front Row Advisors
California
$23K +$23K +450 New
TWA
128
TCI Wealth Advisors
Arizona
$21K +$20.4K +399 New
CP
129
Corbenic Partners
Pennsylvania
$18K
VFA
130
Valeo Financial Advisors
Indiana
$18K +$17.9K +351 New
WEC
131
Winslow Evans & Crocker
Massachusetts
$16.3K
PMFA
132
Plante Moran Financial Advisors
Michigan
$16K
JP Morgan Chase
133
JP Morgan Chase
New York
$14K
GRP
134
Global Retirement Partners
California
$13K
FGC
135
Financial Gravity Companies
Texas
$13K +$12.1K +237 New
AF
136
Advisornet Financial
Minnesota
$8K +$7.98K +156 New
TCM
137
Tradewinds Capital Management
Washington
$6K -$5.06K -99 -46%
MRCM
138
M&R Capital Management
New Jersey
$5K
TAIM
139
TD Ameritrade Investment Management
Nebraska
$5K +$4.45K +87 New
SWM
140
SeaCrest Wealth Management
New York
$5K +$4.75K +93 New
SP
141
SWS Partners
Ohio
$5K +$4.91K +96 New
SIAS
142
Shine Investment Advisory Services
Colorado
$4K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$2K +$1.53K +30 New
SEI Investments
144
SEI Investments
Pennsylvania
$1K +$920 +18 New
TSS
145
Two Sigma Securities
New York
-$4.61M -93,846 Closed
Goldman Sachs
146
Goldman Sachs
New York
-$981K -19,965 Closed
PFA
147
Pinnacle Family Advisors
Missouri
-$912K -18,546 Closed
SG Americas Securities
148
SG Americas Securities
New York
-$374K -7,599 Closed
AIS
149
Accurate Investment Solutions
Pennsylvania
-$124K -2,514 Closed
BF
150
BOK Financial
Oklahoma
-$74K -1,512 Closed

MDYG Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2017, worth a combined $356M — up 20% from $295M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MDYG positions and 9 closed out — a net gain of 43 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $11.5M. The largest seller was Avantax Planning Partners, cutting an estimated $9.93M.

  • 145 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $356M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2017 and 9 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $11.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2017.