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State Street SPDR S&P 400 Mid Cap Growth ETF

283 hedge funds and large institutions have $1.24B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

13% more funds holding

Funds holding: 251283 (+32)

10% more capital invested

Capital invested by funds: $1.12B → $1.24B (+$115M)

2.76% more ownership

Funds ownership: 68.05%70.81% (+2.8%)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
283
Holders Change
+32
Holders Change %
+12.75%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
51
Increased
90
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WH
151
Willner & Heller
California
$512K +$543K +6,769 New
UCFA
152
United Capital Financial Advisors
Texas
$508K +$24.2K +302 +5%
SIC
153
Salem Investment Counselors
North Carolina
$489K
SPIA
154
Steward Partners Investment Advisory
New York
$483K +$135K +1,690 +40%
AL
155
ACAS LLC
California
$478K
BRWA
156
B. Riley Wealth Advisors
Florida
$451K +$25.6K +320 +6%
Renaissance Technologies
157
Renaissance Technologies
New York
$440K +$56.1K +700 +15%
IWA
158
IVC Wealth Advisors
Pennsylvania
$432K -$55.1K -687 -11%
RFA
159
RTD Financial Advisors
Pennsylvania
$426K +$419K +5,227 New
JWBC
160
John W. Brooker & Co
California
$406K
SL
161
Salomon & Ludwin
Virginia
$374K +$38.3K +478 +12%
JP Morgan Chase
162
JP Morgan Chase
New York
$367K +$18K +225 +5%
PGAM
163
Princeton Global Asset Management
New Jersey
$351K
HI
164
Harbour Investments
Wisconsin
$348K -$2.11M -26,274 -86%
PTC
165
Private Trust Company
Ohio
$335K -$2.4K -30 -0.7%
IA
166
IFG Advisors
Missouri
$322K
RJA
167
Raymond James & Associates
Florida
$320K -$11.7K -146 -4%
ACM
168
AlphaStar Capital Management
North Carolina
$319K +$101K +1,264 +44%
MWA
169
Motive Wealth Advisors
Michigan
$316K -$73.6K -918 -19%
CTFG
170
Capstone Triton Financial Group
Oklahoma
$312K -$1.44K -18 -0.5%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$305K -$9.86K -123 -3%
OGF
172
Orin Green Financial
California
$289K
TVAMP
173
Tennessee Valley Asset Management Partners
Tennessee
$284K +$279K +3,483 New
IWC
174
Integrated Wealth Concepts
Massachusetts
$276K +$23.6K +295 +10%
RPCONE
175
Retirement Planning Company of New England
Rhode Island
$274K +$270K +3,366 New

MDYG Hedge Fund Activity: Q4 2021 in Review

283 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2021, worth a combined $1.24B — up 10% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDYG positions and 14 closed out — a net gain of 37 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.1M. The largest seller was Osaic Holdings, cutting an estimated $33.4M.

  • 283 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2021, up from 251 in Q3 2021.
  • Funds reported $1.24B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2021 and 14 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $27.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2021 was Osaic Holdings, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2021.