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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

76% more capital invested

Capital invested by funds: $968M → $1.7B (+$735M)

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

14.55% more ownership

Funds ownership: 68.17% → 82.72% (+15%)

13% more funds holding

Funds holding: 216 → 245 (+29)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$277M
2
Osaic Holdings
Osaic Holdings
Arizona
+$157M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$82.7M
4
OPS
Orion Portfolio Solutions
Nebraska
+$34.2M
5
LPL Financial
LPL Financial
California
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$56.9M
2
Stifel Financial
Stifel Financial
Missouri
-$33.7M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$14.1M
4
WIA
World Investment Advisors
California
-$10.1M
5
CIM
Confluence Investment Management
Missouri
-$8.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
176
Carmichael Hill & Associates
Maryland
$220K – – –
PMG
177
ProVise Management Group
Florida
$218K +$201K +3,145 New
CTFG
178
Capstone Triton Financial Group
Oklahoma
$217K +$201K +3,137 New
RCAG
179
Rehmann Capital Advisory Group
Michigan
$214K +$198K +3,089 New
FIM
180
Fernwood Investment Management
Massachusetts
$213K +$197K +3,075 New
AIC
181
Ameritas Investment Company
Nebraska
$209K -$83.1K -1,298 -30%
FAIM
182
Financial Advocates Investment Management
Washington
$208K +$192K +2,998 New
GVAG
183
Great Valley Advisor Group
Delaware
$206K +$190K +2,971 New
EWA
184
EP Wealth Advisors
California
$200K +$185K +2,885 New
Fidelity Investments
185
Fidelity Investments
Massachusetts
$196K -$9.21K -144 -5%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$195K – – –
GT
187
Glenmede Trust
Pennsylvania
$188K – – –
AIM
188
Arcadia Investment Management
Michigan
$187K – – –
BWA
189
Burt Wealth Advisors
Maryland
$183K – – –
AP
190
Atwood & Palmer
Missouri
$180K – – –
IHWM
191
Iron Horse Wealth Management
Iowa
$166K +$153K +2,388 New
SFP
192
Sterling Financial Planning
New Jersey
$163K +$151K +2,353 New
AF
193
Advisornet Financial
Minnesota
$152K +$104K +1,625 +287%
SIAG
194
Safeguard Investment Advisory Group
California
$121K +$112K +1,755 New
GRP
195
Global Retirement Partners
California
$110K – – –
CAAS
196
Capital Asset Advisory Services
Michigan
$109K +$100K +1,565 New
Citigroup
197
Citigroup
New York
$108K -$64 -1 -0.1%
LAS
198
Lloyd Advisory Services
Georgia
$102K +$10.6K +165 +13%
TAM
199
Townsend Asset Management
North Carolina
$100K +$192 +3 +0.2%
CI
200
CX Institutional
Indiana
$97K – – –
6 7
8
9 10

MDYG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.

  • 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.