We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

188 hedge funds and large institutions have $637M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 47

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

6% more capital invested

Capital invested by funds: $600M → $637M (+$36.4M)

0.99% more ownership

Funds ownership: 36%36.99% (+0.99%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 190188 (-2)

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
4.08%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
22
Increased
87
Reduced
47
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$49K
PFBT
152
Parkside Financial Bank & Trust
Missouri
$45K -$1.33K -25 -3%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$45K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$43K
DWM
155
Destination Wealth Management
California
$36K
GRP
156
Global Retirement Partners
California
$36K +$17.5K +329 +101%
BWM
157
Baystate Wealth Management
Massachusetts
$34K +$106 +2 +0.3%
US Bancorp
158
US Bancorp
Minnesota
$33K -$6.23K -117 -16%
RFWA
159
RPg Family Wealth Advisory
Massachusetts
$29.6K
CAL
160
Capital Advisors Ltd
Ohio
$28K -$167K -3,135 -86%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$28K
SA
162
SRH Advisors
Kansas
$28K +$106 +2 +0.4%
BEI
163
Benjamin Edwards Inc
Missouri
$24K
FRA
164
Front Row Advisors
California
$24K
PMFA
165
Plante Moran Financial Advisors
Michigan
$24K +$7.08K +133 +44%
AIM
166
Anchor Investment Management
South Carolina
$23.1K -$9.26K -174 -29%
TFGT
167
TS Financial Group (TSFG)
Illinois
$23K
TWA
168
TCI Wealth Advisors
Arizona
$22K
WP
169
WealthShield Partners
North Carolina
$19K +$2.5K +47 +16%
WEC
170
Winslow Evans & Crocker
Massachusetts
$18K
VRM
171
Vectors Research Management
New York
$15K
FCMT
172
Founders Capital Management (Texas)
Texas
$15K +$14.4K +270 New
TC
173
Truvestments Capital
Florida
$14K +$8.78K +165 +165%
VFA
174
Valeo Financial Advisors
Indiana
$12K
FGAM
175
Financial Gravity Asset Management
Texas
$11K -$586 -11 -5%

MDYG Hedge Fund Activity: Q2 2019 in Review

188 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2019, worth a combined $637M — up 6.1% from $600M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MDYG and 22 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 87 added.

The largest buyer was Advisor Group, adding an estimated $12.6M. The largest seller was Carroll Financial Associates, cutting an estimated $22.2M.

  • 188 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2019, down from 190 in Q1 2019.
  • Funds reported $637M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2019, up 6.1% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2019 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2019 was Advisor Group, an estimated $12.6M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2019 was Carroll Financial Associates, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.