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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $600M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $493M → $600M (+$108M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 179190 (+11)

7.28% less ownership

Funds ownership: 43.28%36% (-7.3%)

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
32
Increased
73
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$205K +$197K +3,897 New
AF
127
Arrow Financial
New York
$197K
CAL
128
Capital Advisors Ltd
Ohio
$192K -$59.5K -1,175 -24%
FAM
129
Formidable Asset Management
Ohio
$192K +$708K +13,990 New
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$189K +$153K +3,014 +513%
BWA
131
Burt Wealth Advisors
Maryland
$188K -$129K -2,546 -42%
CA
132
Cetera Advisors
Colorado
$176K +$170K +3,360 New
WAM
133
Wealthspire Advisors (Maryland)
Maryland
$172K -$13K -256 -7%
FHA
134
First Horizon Advisors
Tennessee
$170K +$18.7K +370 +13%
AIM
135
Arcadia Investment Management
Michigan
$142K
FHA
136
Flagship Harbor Advisors
Massachusetts
$138K
TRCT
137
Tower Research Capital (TRC)
New York
$121K +$116K +2,294 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$119K -$43.9K -867 -28%
Citigroup
139
Citigroup
New York
$117K
RCAG
140
Rehmann Capital Advisory Group
Michigan
$104K +$100K +1,980 New
PFPT
141
Pinnacle Financial Partners (Tennessee)
Tennessee
$91K +$87.4K +1,725 New
SMFS
142
Squar Milner Financial Services
California
$91K +$87.9K +1,736 New
CHP
143
Cable Hill Partners
Oregon
$82K +$44.8K +885 +131%
OIA
144
Optimum Investment Advisors
Illinois
$76K +$152 +3 +0.2%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$74K +$12.8K +253 +22%
CI
146
CX Institutional
Indiana
$73K
PA
147
Parallel Advisors
California
$63K
LFG
148
LifePlan Financial Group
Ohio
$56K
William Blair & Company
149
William Blair & Company
Illinois
$47K -$3.14K -62 -6%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$45K -$1.62K -32 -4%

MDYG Hedge Fund Activity: Q1 2019 in Review

190 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2019, worth a combined $600M — up 22% from $493M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYG positions and 19 closed out — a net gain of 13 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $21.7M. The largest seller was Financial Engines Advisors, cutting an estimated $54M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2019, up from 179 in Q4 2018.
  • Funds reported $600M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2019 was Carroll Financial Associates, an estimated $21.7M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $54M sold.

Based on aggregated 13F filings for Q1 2019.