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State Street SPDR S&P 400 Mid Cap Growth ETF

171 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

6% more funds holding

Funds holding: 161171 (+10)

18.87% less ownership

Funds ownership: 56.89%38.01% (-19%)

29% less capital invested

Capital invested by funds: $694M → $493M (-$201M)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
24
Increased
76
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$76K +$223 +4 +0.3%
MWPCG
127
Measured Wealth Private Client Group
New Hampshire
$58K +$57.4K +1,029 New
William Blair & Company
128
William Blair & Company
Illinois
$54K +$3.74K +67 +7%
PA
129
Parallel Advisors
California
$51K +$50.4K +904 New
LFG
130
LifePlan Financial Group
Ohio
$48K
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$46K +$3.01K +54 +7%
PWAG
132
Polaris Wealth Advisory Group
California
$46K +$30.5K +546 +204%
PFBT
133
Parkside Financial Bank & Trust
Missouri
$44K -$2.9K -52 -6%
US Bancorp
134
US Bancorp
Minnesota
$41K +$5.69K +102 +16%
DWM
135
Destination Wealth Management
California
$37K
AIM
136
Anchor Investment Management
South Carolina
$33.6K
PCA
137
Peddock Capital Advisors
Massachusetts
$32K
BWM
138
Baystate Wealth Management
Massachusetts
$32K +$56 +1 +0.2%
RFWA
139
RPg Family Wealth Advisory
Massachusetts
$30.5K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$29K
SA
141
SRH Advisors
Kansas
$29K +$112 +2 +0.4%
CWSR
142
Chessman Wealth Strategies RIA
Texas
$26K -$7.78M -139,398 -100%
S
143
SignatureFD
Georgia
$25K
TWA
144
TCI Wealth Advisors
Arizona
$22K
CFA
145
Carroll Financial Associates
North Carolina
$20K
WEC
146
Winslow Evans & Crocker
Massachusetts
$18K
PMFA
147
Plante Moran Financial Advisors
Michigan
$17K
WP
148
WealthShield Partners
North Carolina
$17K
TC
149
Truvestments Capital
Florida
$17K +$17.2K +309 New
SBL
150
Sargent Bickham Lagudis
Colorado
$16K +$3.74K +67 New

MDYG Hedge Fund Activity: Q3 2018 in Review

171 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2018, worth a combined $493M — down 29% from $694M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 13 closed out — a net gain of 11 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was Gradient Investments, adding an estimated $19.8M. The largest seller was Financial Engines Advisors, cutting an estimated $204M.

  • 171 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2018, up from 161 in Q2 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2018, down 29% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2018 and 13 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2018 was Gradient Investments, an estimated $19.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2018 was Financial Engines Advisors, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2018.