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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
SL
151
Salomon & Ludwin
Virginia
$311K +$61.7K +793 +24%
CTFG
152
Capstone Triton Financial Group
Oklahoma
$310K
RJA
153
Raymond James & Associates
Florida
$308K -$3.66K -47 -1%
IA
154
IFG Advisors
Missouri
$299K
OGF
155
Orin Green Financial
California
$292K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$292K +$2.65K +34 +0.9%
VIA
157
Vickerman Investment Advisors
Washington
$281K +$288K +3,709 New
CAG
158
Csenge Advisory Group
Florida
$265K +$270K +3,467 New
BWM
159
BerganKDV Wealth Management
Minnesota
$249K
AIC
160
Ameritas Investment Company
Nebraska
$247K +$188K +2,418 +286%
CG
161
Colony Group
Massachusetts
$246K
BWFA
162
Baltimore-Washington Financial Advisors
Maryland
$245K -$3.27K -42 -1%
LNC
163
Lincoln National Corp
Pennsylvania
$238K +$245K +3,150 New
HSBC Holdings
164
HSBC Holdings
United Kingdom
$237K
PMG
165
ProVise Management Group
Florida
$234K -$856 -11 -0.4%
IWC
166
Integrated Wealth Concepts
Massachusetts
$234K +$9.18K +118 +4%
ACM
167
AlphaStar Capital Management
North Carolina
$231K +$224K +2,880 New
RCAG
168
Rehmann Capital Advisory Group
Michigan
$230K
FAIM
169
Financial Advocates Investment Management
Washington
$228K +$234K +3,010 New
FIM
170
Fernwood Investment Management
Massachusetts
$227K
5L
171
55I LLC
Massachusetts
$225K +$18.8K +242 +9%
CMO
172
Covenant Multifamily Offices
Texas
$224K +$8.4K +108 +4%
GVAG
173
Great Valley Advisor Group
Delaware
$221K -$1.56K -20 -0.7%
IAIM
174
International Assets Investment Management
Florida
$220K -$45.3K -583 -17%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$218K

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.