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State Street SPDR S&P 400 Mid Cap Growth ETF

245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

76% more capital invested

Capital invested by funds: $968M → $1.7B (+$735M)

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

14.55% more ownership

Funds ownership: 68.17%82.72% (+15%)

13% more funds holding

Funds holding: 216245 (+29)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Arkadios Wealth Advisors
Georgia
$681K +$43.2K +675 +7%
IWA
127
IVC Wealth Advisors
Pennsylvania
$679K +$627K +9,799 New
SDWMA
128
Schneider Downs Wealth Management Advisors
Pennsylvania
$659K
M&T Bank
129
M&T Bank
New York
$655K -$397K -6,211 -40%
VCM
130
Virtue Capital Management
Tennessee
$645K +$595K +9,297 New
YIA
131
YHB Investment Advisors
Connecticut
$635K +$37.2K +581 +7%
CCFM
132
Clear Creek Financial Management
Washington
$601K +$556K +8,682 New
TCWA
133
Ten Capital Wealth Advisors
Washington
$575K -$37K -578 -7%
LSA
134
Lion Street Advisors
Texas
$574K +$121K +1,894 +29%
IAN
135
Integrated Advisors Network
Texas
$573K -$9.47K -148 -2%
SPC
136
Sigma Planning Corp
Michigan
$552K +$13.5K +211 +3%
GJIC
137
Gamble Jones Investment Counsel
California
$538K +$13.7K +214 +3%
NFG
138
Next Financial Group
Texas
$499K +$416K +6,507 +958%
VFIC
139
Valley Forge Investment Consultants
Pennsylvania
$495K +$457K +7,144 New
TCMP
140
Thrive Capital Management (Pennsylvania)
Pennsylvania
$462K +$427K +6,669 New
IWC
141
Integrated Wealth Concepts
Massachusetts
$458K +$76K +1,188 +22%
Renaissance Technologies
142
Renaissance Technologies
New York
$444K +$410K +6,409 New
US Bancorp
143
US Bancorp
Minnesota
$433K +$359K +5,613 +902%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$430K +$320 +5 +0.1%
SIC
145
Salem Investment Counselors
North Carolina
$416K
UCFA
146
United Capital Financial Advisors
Texas
$407K
FFA
147
Freedman Financial Associates
Massachusetts
$390K +$360K +5,625 New
PP
148
Prudential plc
United Kingdom
$381K +$57.6K +900 +20%
IAIM
149
International Assets Investment Management
Florida
$367K -$8.13K -127 -2%
PTC
150
Private Trust Company
Ohio
$359K -$291K -4,552 -47%

MDYG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.

  • 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.