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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
W
176
WealthStone
Ohio
$10.7K -$10.5K -198 Closed
MRCM
177
M&R Capital Management
New Jersey
$10K +$798 +15 +8%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.61K +143 New
JP Morgan Chase
179
JP Morgan Chase
New York
$7K -$7.61K -143 -53%
SWP
180
Strategic Wealth Partners
Ohio
$6K
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5.32K +100 New
CAGAS
182
Capital Advisory Group Advisory Services
Minnesota
$3K
FFW
183
Fusion Family Wealth
New York
$3K +$373 +7 +16%
LWM
184
Liberty Wealth Management
California
$2K
BlackRock
185
BlackRock
New York
$1K +$852 +16 New
SFSG
186
Stearns Financial Services Group
North Carolina
$1K +$1.12K +21 New
GT
187
Glenmede Trust
Pennsylvania
$147
HIM
188
Hanlon Investment Management
New Jersey
-$8.5M -161,814 Closed
WC
189
Westwind Capital
New Mexico
-$1.05M -19,945 Closed
FAM
190
Formidable Asset Management
Ohio
-$192K -13,990 Closed
Bank of New York Mellon
191
Bank of New York Mellon
New York
-$604K -11,493 Closed
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
-$270 -5,133 Closed
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
-$245K -4,660 Closed
EFS
194
Econ Financial Services
Pennsylvania
-$227K -4,314 Closed
JWS
195
Juncture Wealth Strategies
Arizona
-$214K -4,078 Closed
BCM
196
Breiter Capital Management
Florida
-$635K -4,034 Closed
CA
197
Cetera Advisors
Colorado
-$176K -3,360 Closed
WAM
198
Wealthspire Advisors (Maryland)
Maryland
-$172K -3,266 Closed
FHA
199
First Horizon Advisors
Tennessee
-$170K -3,232 Closed
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
-$91K -1,725 Closed

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.