We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

254 hedge funds and large institutions have $1.14B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

1% more funds holding

Funds holding: 251254 (+3)

5% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 88

1% more capital invested

Capital invested by funds: $1.13B → $1.14B (+$7.07M)

0.54% more ownership

Funds ownership: 67.17%67.71% (+0.54%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
26
Increased
92
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMO
176
Covenant Multifamily Offices
Texas
$221K +$219K +2,845 New
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$220K -$77 -1 -0%
FHC
178
First Heartland Consultants
Missouri
$219K -$1.45M -18,877 -87%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$219K -$16.4K -213 -7%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$216K +$9.01K +117 +4%
5L
181
55I LLC
Massachusetts
$212K +$210K +2,731 New
AFAS
182
Acorn Financial Advisory Services
Virginia
$210K -$1.16K -15 -0.6%
AIM
183
Arcadia Investment Management
Michigan
$210K
GT
184
Glenmede Trust
Pennsylvania
$210K
BWA
185
Burt Wealth Advisors
Maryland
$205K +$204K +2,645 New
FHA
186
Flagship Harbor Advisors
Massachusetts
$205K +$204K +2,646 New
AP
187
Atwood & Palmer
Missouri
$201K
EWA
188
EP Wealth Advisors
California
$200K +$199K +2,580 New
SFP
189
Sterling Financial Planning
New Jersey
$184K +$231 +3 +0.1%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$182K -$36.6K -475 -17%
LAS
191
Lloyd Advisory Services
Georgia
$180K +$71.8K +933 +67%
IHWM
192
Iron Horse Wealth Management
Iowa
$179K -$3.23K -42 -2%
HWMA
193
Heritage Wealth Management (Arizona)
Arizona
$140K +$139K +1,811 New
GRP
194
Global Retirement Partners
California
$132K +$6.08K +79 +5%
Citigroup
195
Citigroup
New York
$121K +$231 +3 +0.2%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$114K -$140K -1,820 -55%
TAM
197
Townsend Asset Management
North Carolina
$112K +$154 +2 +0.1%
PA
198
Parallel Advisors
California
$104K +$10.2K +132 +11%
FPW
199
Flagship Private Wealth
Massachusetts
$104K +$15.6K +203 +18%
William Blair & Company
200
William Blair & Company
Illinois
$87K -$9.47K -123 -10%

MDYG Hedge Fund Activity: Q2 2021 in Review

254 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2021, worth a combined $1.14B — up 0.62% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MDYG positions and 19 closed out — a net gain of 7 holders — while 92 added to existing stakes and 88 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28.9M. The largest seller was Orion Portfolio Solutions, exiting entirely with an estimated $36.2M sold.

  • 254 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2021, up from 251 in Q1 2021.
  • Funds reported $1.14B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2021, up 0.62% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2021 and 19 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $28.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2021 was Orion Portfolio Solutions, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2021.