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State Street SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

0.35% more ownership

Funds ownership: 67.71%68.05% (+0.35%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$17.6M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 254251 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
101
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
126
American Portfolios Advisors
New York
$562K -$4.75K -61 -0.8%
EFS
127
Essex Financial Services
Connecticut
$548K +$98.9K +1,272 +21%
CCFM
128
Clear Creek Financial Management
Washington
$547K -$2.33K -30 -0.4%
VFIC
129
Valley Forge Investment Consultants
Pennsylvania
$540K
LA
130
LexAurum Advisors
Kansas
$499K -$1.87K -24 -0.4%
CPIG
131
Chicago Partners Investment Group
Illinois
$476K +$150K +1,925 +51%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$462K +$30.1K +387 +7%
SIC
133
Salem Investment Counselors
North Carolina
$454K
IWA
134
IVC Wealth Advisors
Pennsylvania
$453K -$1.63K -21 -0.3%
VWA
135
Visionary Wealth Advisors
Illinois
$449K -$225K -2,899 -33%
UCFA
136
United Capital Financial Advisors
Texas
$448K -$42.8K -550 -8%
AL
137
ACAS LLC
California
$444K
CA
138
Cetera Advisors
Colorado
$442K -$20.7K -266 -4%
Prudential Financial
139
Prudential Financial
New Jersey
$433K -$233 -3 -0.1%
BRWA
140
B. Riley Wealth Advisors
Florida
$394K +$77.5K +996 +24%
JWBC
141
John W. Brooker & Co
California
$377K +$1.24K +16 +0.3%
PAS
142
Park Avenue Securities
New York
$372K +$382K +4,911 New
MWA
143
Motive Wealth Advisors
Michigan
$362K +$28.6K +368 +8%
Renaissance Technologies
144
Renaissance Technologies
New York
$356K -$443K -5,700 -55%
PCIA
145
Prime Capital Investment Advisors
Kansas
$342K -$45.9K -590 -12%
PGAM
146
Princeton Global Asset Management
New Jersey
$325K
FFA
147
Freedman Financial Associates
Massachusetts
$323K -$105K -1,350 -24%
JP Morgan Chase
148
JP Morgan Chase
New York
$323K +$23.4K +301 +8%
SPIA
149
Steward Partners Investment Advisory
New York
$321K +$68.8K +885 +26%
PTC
150
Private Trust Company
Ohio
$313K -$4.43K -57 -1%

MDYG Hedge Fund Activity: Q3 2021 in Review

251 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2021, worth a combined $1.12B — down 1.5% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MDYG and 18 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 101 added.

The largest buyer was Wellspring Financial Advisors, adding an estimated $28.2M. The largest seller was Financial Engines Advisors, cutting an estimated $29.2M.

  • 251 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2021, down from 254 in Q2 2021.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2021 and 19 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $28.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $29.2M sold.

Based on aggregated 13F filings for Q3 2021.