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State Street SPDR S&P 400 Mid Cap Growth ETF

254 hedge funds and large institutions have $1.14B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

1% more funds holding

Funds holding: 251254 (+3)

5% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 88

1% more capital invested

Capital invested by funds: $1.13B → $1.14B (+$7.07M)

0.54% more ownership

Funds ownership: 67.17%67.71% (+0.54%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
26
Increased
92
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
126
Gamble Jones Investment Counsel
California
$606K +$2.15K +28 +0.4%
IAN
127
Integrated Advisors Network
Texas
$604K -$31.7K -412 -5%
APA
128
American Portfolios Advisors
New York
$581K +$231 +3 +0%
CCFM
129
Clear Creek Financial Management
Washington
$563K +$559K +7,262 New
TRCT
130
Tower Research Capital (TRC)
New York
$558K -$425K -5,522 -43%
VFIC
131
Valley Forge Investment Consultants
Pennsylvania
$554K
AAS
132
Avantax Advisory Services
Texas
$546K -$9.24K -120 -2%
LA
133
LexAurum Advisors
Kansas
$513K +$132K +1,720 +35%
UCFA
134
United Capital Financial Advisors
Texas
$502K +$65.4K +850 +15%
CA
135
Cetera Advisors
Colorado
$473K +$470K +6,103 New
IWA
136
IVC Wealth Advisors
Pennsylvania
$466K -$29K -377 -6%
SIC
137
Salem Investment Counselors
North Carolina
$465K
AL
138
ACAS LLC
California
$455K
EFS
139
Essex Financial Services
Connecticut
$449K
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$444K -$1.31K -17 -0.3%
FFA
141
Freedman Financial Associates
Massachusetts
$436K
Prudential Financial
142
Prudential Financial
New Jersey
$430K -$7.24K -94 -2%
PCIA
143
Prime Capital Investment Advisors
Kansas
$396K +$53.6K +696 +16%
JWBC
144
John W. Brooker & Co
California
$385K +$15K +195 +4%
Jane Street
145
Jane Street
New York
$343K +$340K +4,419 New
MWA
146
Motive Wealth Advisors
Michigan
$343K +$340K +4,420 New
PGAM
147
Princeton Global Asset Management
New Jersey
$333K
BRWA
148
B. Riley Wealth Advisors
Florida
$327K -$125K -1,618 -28%
PTC
149
Private Trust Company
Ohio
$325K -$78.4K -1,018 -20%
RJA
150
Raymond James & Associates
Florida
$319K -$49.6K -645 -14%

MDYG Hedge Fund Activity: Q2 2021 in Review

254 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2021, worth a combined $1.14B — up 0.62% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MDYG positions and 19 closed out — a net gain of 7 holders — while 92 added to existing stakes and 88 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28.9M. The largest seller was Orion Portfolio Solutions, exiting entirely with an estimated $36.2M sold.

  • 254 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2021, up from 251 in Q1 2021.
  • Funds reported $1.14B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2021, up 0.62% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2021 and 19 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $28.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2021 was Orion Portfolio Solutions, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2021.