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State Street SPDR S&P 400 Mid Cap Growth ETF

188 hedge funds and large institutions have $637M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 47

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

6% more capital invested

Capital invested by funds: $600M → $637M (+$36.4M)

0.99% more ownership

Funds ownership: 36%36.99% (+0.99%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 190188 (-2)

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
4.08%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
22
Increased
87
Reduced
47
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$246K -$34.3K -645 -12%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$240K +$44.1K +828 +23%
LA
128
LexAurum Advisors
Kansas
$232K +$228K +4,276 New
LNC
129
Lincoln National Corp
Pennsylvania
$224K +$11.6K +217 +6%
KA
130
Klingman & Associates
New York
$214K
AA
131
Advisory Alpha
Michigan
$213K +$201K +3,771 +2,372%
AF
132
Arrow Financial
New York
$204K
TF
133
Trek Financial
Arizona
$204K +$200K +3,752 New
NP
134
NorthRock Partners
Minnesota
$201K +$198K +3,719 New
BWA
135
Burt Wealth Advisors
Maryland
$194K
AIM
136
Arcadia Investment Management
Michigan
$147K
FHA
137
Flagship Harbor Advisors
Massachusetts
$143K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$130K +$51.8K +973 +69%
Citigroup
139
Citigroup
New York
$119K -$1.54K -29 -1%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$117K -$5.75K -108 -5%
TRCT
141
Tower Research Capital (TRC)
New York
$111K -$13.4K -251 -11%
RCAG
142
Rehmann Capital Advisory Group
Michigan
$107K
SMFS
143
Squar Milner Financial Services
California
$99K +$4.42K +83 +5%
SPIA
144
Steward Partners Investment Advisory
New York
$94K +$92.8K +1,743 New
MWP
145
MYCIO Wealth Partners
Pennsylvania
$87K +$85.1K +1,598 New
OIA
146
Optimum Investment Advisors
Illinois
$79K +$213 +4 +0.3%
CI
147
CX Institutional
Indiana
$76K
PA
148
Parallel Advisors
California
$65K
MF
149
Manchester Financial
California
$60K +$59.1K +1,110 New
LFG
150
LifePlan Financial Group
Ohio
$57K

MDYG Hedge Fund Activity: Q2 2019 in Review

188 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2019, worth a combined $637M — up 6.1% from $600M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MDYG and 22 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 87 added.

The largest buyer was Advisor Group, adding an estimated $12.6M. The largest seller was Carroll Financial Associates, cutting an estimated $22.2M.

  • 188 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2019, down from 190 in Q1 2019.
  • Funds reported $637M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2019, up 6.1% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2019 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2019 was Advisor Group, an estimated $12.6M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2019 was Carroll Financial Associates, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.