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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $637M → $1.12B (+$486M)

44% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 57

28.82% more ownership

Funds ownership: 36.99%65.81% (+29%)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 188190 (+2)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
4.17%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.29%
New
17
Increased
82
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
126
Keystone Financial Group (Kentucky)
Kentucky
$254K -$39.2K -726 -13%
LA
127
LexAurum Advisors
Kansas
$254K +$24.8K +459 +11%
CHA
128
Carmichael Hill & Associates
Maryland
$250K -$23.4K -434 -9%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$248K +$539 +10 +0.2%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$243K
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$238K +$162 +3 +0.1%
KA
132
Klingman & Associates
New York
$233K +$21.6K +400 +10%
BWM
133
BerganKDV Wealth Management
Minnesota
$231K -$18.8K -348 -7%
LNC
134
Lincoln National Corp
Pennsylvania
$218K -$3.13K -58 -1%
AA
135
Advisory Alpha
Michigan
$212K +$6.31K +117 +3%
VA
136
Valmark Advisers
Ohio
$208K -$84.6K -1,569 -29%
TF
137
Trek Financial
Arizona
$204K
AF
138
Arrow Financial
New York
$201K
BWA
139
Burt Wealth Advisors
Maryland
$185K -$7.61K -141 -4%
CFGS
140
Concourse Financial Group Securities
Alabama
$163K -$506K -9,380 -76%
SFS
141
Sowell Financial Services
Arkansas
$163K +$164K +3,039 New
AIM
142
Arcadia Investment Management
Michigan
$145K
FHA
143
Flagship Harbor Advisors
Massachusetts
$142K
AP
144
Atwood & Palmer
Missouri
$139K +$140K +2,594 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$114K -$1.83K -34 -2%
GRP
146
Global Retirement Partners
California
$112K +$77.3K +1,433 +219%
Citigroup
147
Citigroup
New York
$99K -$19.6K -364 -17%
SPIA
148
Steward Partners Investment Advisory
New York
$92K -$1.24K -23 -1%
MWP
149
MYCIO Wealth Partners
Pennsylvania
$86K +$270 +5 +0.3%
OIA
150
Optimum Investment Advisors
Illinois
$78K +$162 +3 +0.2%

MDYG Hedge Fund Activity: Q3 2019 in Review

190 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2019, worth a combined $1.12B — up 76% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MDYG positions and 15 closed out — a net gain of 2 holders — while 82 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $555M. The largest seller was Financial Engines Advisors, cutting an estimated $32.5M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2019, up from 188 in Q2 2019.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2019, up 76% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2019 and 15 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $555M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2019.