We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $637M → $1.12B (+$486M)

44% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 57

28.82% more ownership

Funds ownership: 36.99%65.81% (+29%)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 188190 (+2)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
4.17%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.29%
New
17
Increased
82
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$12K
FGAM
177
Financial Gravity Asset Management
Texas
$11K -$162 -3 -2%
MRCM
178
M&R Capital Management
New Jersey
$11K +$809 +15 +8%
RFM
179
Royal Fund Management
Florida
$9K +$9.12K +169 New
BBPWM
180
Blue Bell Private Wealth Management
Pennsylvania
$8K
JP Morgan Chase
181
JP Morgan Chase
New York
$7K
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$5K
FFW
183
Fusion Family Wealth
New York
$4K +$1.29K +24 +46%
TWA
184
TCI Wealth Advisors
Arizona
$2K -$19.8K -367 -92%
CAGAS
185
Capital Advisory Group Advisory Services
Minnesota
$2K -$1.35K -25 -45%
LWM
186
Liberty Wealth Management
California
$2K
BlackRock
187
BlackRock
New York
$1K
AAP
188
Arax Advisory Partners
Colorado
$1K +$1.24K +23 New
GT
189
Glenmede Trust
Pennsylvania
$145
ACP
190
Aveo Capital Partners
Colorado
-$2.92M -52,620 Closed
Goldman Sachs
191
Goldman Sachs
New York
-$511K -9,411 Closed
CWM
192
Cornerstone Wealth Management
Missouri
-$488K -8,962 Closed
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
-$340K -6,267 Closed
RCAG
194
Rehmann Capital Advisory Group
Michigan
-$107K -1,980 Closed
SMFS
195
Squar Milner Financial Services
California
-$99K -1,819 Closed
MF
196
Manchester Financial
California
-$60K -1,110 Closed
DWM
197
Destination Wealth Management
California
-$36K -666 Closed
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
-$28K -510 Closed
WEC
199
Winslow Evans & Crocker
Massachusetts
-$18K -316 Closed
SWP
200
Strategic Wealth Partners
Ohio
-$6K -124 Closed

MDYG Hedge Fund Activity: Q3 2019 in Review

190 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2019, worth a combined $1.12B — up 76% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MDYG positions and 15 closed out — a net gain of 2 holders — while 82 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $555M. The largest seller was Financial Engines Advisors, cutting an estimated $32.5M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2019, up from 188 in Q2 2019.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2019, up 76% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2019 and 15 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $555M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2019.