We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

0.35% more ownership

Funds ownership: 67.71%68.05% (+0.35%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$17.6M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 254251 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
101
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
176
First Heartland Consultants
Missouri
$218K +$4.12K +53 +2%
CHA
177
Carmichael Hill & Associates
Maryland
$217K
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$215K
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$210K -$700 -9 -0.3%
BF
180
BOK Financial
Oklahoma
$209K +$215K +2,758 New
Fidelity Investments
181
Fidelity Investments
Massachusetts
$207K -$6.84K -88 -3%
FHA
182
Flagship Harbor Advisors
Massachusetts
$205K
GT
183
Glenmede Trust
Pennsylvania
$205K
BWA
184
Burt Wealth Advisors
Maryland
$200K
AP
185
Atwood & Palmer
Missouri
$196K
LAS
186
Lloyd Advisory Services
Georgia
$182K +$7K +90 +4%
SFP
187
Sterling Financial Planning
New Jersey
$178K -$1.79K -23 -1%
AWM
188
Avior Wealth Management
Nebraska
$176K +$155K +1,997 +589%
IHWM
189
Iron Horse Wealth Management
Iowa
$164K -$10.6K -136 -6%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$153K -$25.3K -325 -14%
GRP
191
Global Retirement Partners
California
$134K +$5.52K +71 +4%
AIM
192
Arcadia Investment Management
Michigan
$121K -$85.8K -1,103 -41%
HWMA
193
Heritage Wealth Management (Arizona)
Arizona
$118K -$20K -257 -14%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$115K +$4.75K +61 +4%
TAM
195
Townsend Asset Management
North Carolina
$110K +$389 +5 +0.3%
BEI
196
Benjamin Edwards Inc
Missouri
$109K +$30.8K +396 +38%
PA
197
Parallel Advisors
California
$101K
William Blair & Company
198
William Blair & Company
Illinois
$85K
BA
199
Ballast Advisors
Minnesota
$80K
FGAM
200
Financial Gravity Asset Management
Texas
$76K

MDYG Hedge Fund Activity: Q3 2021 in Review

251 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2021, worth a combined $1.12B — down 1.5% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MDYG and 18 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 101 added.

The largest buyer was Wellspring Financial Advisors, adding an estimated $28.2M. The largest seller was Financial Engines Advisors, cutting an estimated $29.2M.

  • 251 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2021, down from 254 in Q2 2021.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2021 and 19 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $28.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $29.2M sold.

Based on aggregated 13F filings for Q3 2021.