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State Street SPDR S&P 400 Mid Cap Growth ETF

171 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

6% more funds holding

Funds holding: 161171 (+10)

18.87% less ownership

Funds ownership: 56.89%38.01% (-19%)

29% less capital invested

Capital invested by funds: $694M → $493M (-$201M)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
24
Increased
76
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$15K
PO
152
Private Ocean
California
$13K
FGAM
153
Financial Gravity Asset Management
Texas
$12K -$6.97K -125 -33%
VFA
154
Valeo Financial Advisors
Indiana
$10K
ADL
155
Asset Dedication LLC
California
$10K +$9.54K +171 New
GRP
156
Global Retirement Partners
California
$9K
MRCM
157
M&R Capital Management
New Jersey
$9K +$56 +1 +0.6%
CTB
158
Country Trust Bank
Illinois
$8K +$8.37K +150 New
TCM
159
Tradewinds Capital Management
Washington
$7K -$12.7M -227,128 -100%
SWM
160
SeaCrest Wealth Management
New York
$5K
HS
161
Horan Securities
United States
$3K
RFM
162
Royal Fund Management
Florida
$2K -$2.37M -42,514 -100%
FFW
163
Fusion Family Wealth
New York
$2K
SIS
164
Sound Income Strategies
Florida
$2K +$1.84K +33 New
CAGAS
165
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.95K +35 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.17K +21 New
CF
167
Centaurus Financial
California
$451 -$529K -9,491 -100%
FRA
168
Front Row Advisors
California
$22
BFG
169
Barber Financial Group
Kansas
-$12.1M -224,816 Closed
JFA
170
JNBA Financial Advisors
Minnesota
-$2.11M -39,109 Closed
PFA
171
Pinnacle Family Advisors
Missouri
-$1.36M -25,215 Closed
LFS
172
Legacy Financial Strategies
Kansas
-$525K -9,723 Closed
TRCT
173
Tower Research Capital (TRC)
New York
-$443K -8,199 Closed
KM
174
Kalos Management
Georgia
-$259K -4,669 Closed
MWA
175
MFA Wealth Advisors
Pennsylvania
-$212K -3,819 Closed

MDYG Hedge Fund Activity: Q3 2018 in Review

171 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2018, worth a combined $493M — down 29% from $694M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 13 closed out — a net gain of 11 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was Gradient Investments, adding an estimated $19.8M. The largest seller was Financial Engines Advisors, cutting an estimated $204M.

  • 171 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2018, up from 161 in Q2 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2018, down 29% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2018 and 13 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2018 was Gradient Investments, an estimated $19.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2018 was Financial Engines Advisors, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2018.