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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
JP Morgan Chase
151
JP Morgan Chase
New York
$308K -$1.54K -20 -0.5%
IA
152
IFG Advisors
Missouri
$307K -$8.47K -110 -3%
OGF
153
Orin Green Financial
California
$300K
CTFG
154
Capstone Triton Financial Group
Oklahoma
$298K -$4.08K -53 -1%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$297K -$247K -3,215 -46%
CPIG
156
Chicago Partners Investment Group
Illinois
$293K +$10.9K +142 +4%
TCWA
157
Ten Capital Wealth Advisors
Washington
$286K -$149K -1,938 -34%
IAIM
158
International Assets Investment Management
Florida
$271K -$521K -6,771 -66%
AWM
159
Avior Wealth Management
Nebraska
$263K -$296K -3,846 -92%
SPIA
160
Steward Partners Investment Advisory
New York
$260K +$100K +1,301 +63%
SL
161
Salomon & Ludwin
Virginia
$257K +$22.6K +293 +10%
BWM
162
BerganKDV Wealth Management
Minnesota
$256K
BWFA
163
Baltimore-Washington Financial Advisors
Maryland
$254K +$3.23K +42 +1%
CG
164
Colony Group
Massachusetts
$252K
AIC
165
Ameritas Investment Company
Nebraska
$247K -$95.1K -1,235 -59%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$243K
PMG
167
ProVise Management Group
Florida
$241K
RM
168
Resource Management
Louisiana
$237K +$235K +3,059 New
RCAG
169
Rehmann Capital Advisory Group
Michigan
$236K
FIM
170
Fernwood Investment Management
Massachusetts
$233K -$5.31K -69 -2%
IWC
171
Integrated Wealth Concepts
Massachusetts
$231K -$10.6K -138 -4%
NA
172
NewEdge Advisors
Louisiana
$224K -$50.4K -655 -18%
CHA
173
Carmichael Hill & Associates
Maryland
$223K -$8.16K -106 -4%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$223K
GVAG
175
Great Valley Advisor Group
Delaware
$221K

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.