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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
MWM
151
Marietta Wealth Management
Georgia
$354K -$1.11M -17,342 -77%
LA
152
LexAurum Advisors
Kansas
$344K -$10.2K -160 -3%
PCIA
153
Prime Capital Investment Advisors
Kansas
$342K -$384 -6 -0.1%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$340K -$1.28K -20 -0.4%
AWM
155
Avior Wealth Management
Nebraska
$328K -$93K -1,454 -23%
JWBC
156
John W. Brooker & Co
California
$325K -$9.98K -156 -3%
RJA
157
Raymond James & Associates
Florida
$320K -$896 -14 -0.3%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$319K -$172K -2,691 -37%
PGAM
159
Princeton Global Asset Management
New Jersey
$298K
OGF
160
Orin Green Financial
California
$297K +$275K +4,290 New
IA
161
IFG Advisors
Missouri
$293K -$7.62K -119 -3%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$275K -$87.4K -1,366 -26%
JP Morgan Chase
163
JP Morgan Chase
New York
$275K -$38.4K -600 -13%
BPA
164
Beacon Pointe Advisors
California
$255K -$2.37K -37 -1%
BF
165
BOK Financial
Oklahoma
$253K +$233K +3,638 New
HSBC Holdings
166
HSBC Holdings
United Kingdom
$252K +$233K +3,636 New
EFS
167
Essex Financial Services
Connecticut
$250K +$231K +3,602 New
NA
168
NewEdge Advisors
Louisiana
$246K
CAM
169
Concorde Asset Management
Michigan
$240K +$222K +3,463 New
HF
170
HRT Financial
New York
$231K -$244K -3,808 -53%
BWM
171
BerganKDV Wealth Management
Minnesota
$229K +$10.1K +158 +5%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$228K -$120K -1,868 -36%
CG
173
Colony Group
Massachusetts
$225K +$208K +3,251 New
FI
174
FormulaFolio Investments
Michigan
$224K +$207K +3,235 New
BWFA
175
Baltimore-Washington Financial Advisors
Maryland
$224K +$208K +3,244 New

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.