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State Street SPDR S&P 400 Mid Cap Growth ETF

283 hedge funds and large institutions have $1.24B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

13% more funds holding

Funds holding: 251283 (+32)

10% more capital invested

Capital invested by funds: $1.12B → $1.24B (+$115M)

2.76% more ownership

Funds ownership: 68.05%70.81% (+2.8%)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
283
Holders Change
+32
Holders Change %
+12.75%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
51
Increased
90
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
BerganKDV Wealth Management
Minnesota
$269K
WAM
177
Weinberger Asset Management
California
$268K +$263K +3,282 New
FAIM
178
Financial Advocates Investment Management
Washington
$266K +$20K +250 +8%
AAS
179
Ameritas Advisory Services
Nebraska
$264K +$259K +3,236 New
6F
180
626 Financial
Michigan
$263K +$258K +3,220 New
FFA
181
Freedman Financial Associates
Massachusetts
$257K -$90.2K -1,125 -26%
LNC
182
Lincoln National Corp
Pennsylvania
$257K
RCAG
183
Rehmann Capital Advisory Group
Michigan
$251K +$2.89K +36 +1%
CG
184
Colony Group
Massachusetts
$250K -$14.7K -184 -6%
PMG
185
ProVise Management Group
Florida
$248K -$4.41K -55 -2%
LFAS
186
Level Four Advisory Services
Texas
$248K +$244K +3,043 New
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$247K +$15.2K +189 +7%
FIM
188
Fernwood Investment Management
Massachusetts
$245K
BWFA
189
Baltimore-Washington Financial Advisors
Maryland
$243K -$21.1K -263 -8%
HSBC Holdings
190
HSBC Holdings
United Kingdom
$242K -$13.2K -165 -5%
IAIM
191
International Assets Investment Management
Florida
$237K
BA
192
Bristlecone Advisors
Washington
$236K +$232K +2,895 New
Bank of New York Mellon
193
Bank of New York Mellon
New York
$235K +$80 +1 +0%
CHA
194
Carmichael Hill & Associates
Maryland
$234K
5L
195
55I LLC
Massachusetts
$231K -$10.8K -135 -5%
FHA
196
Flagship Harbor Advisors
Massachusetts
$225K +$8.82K +110 +4%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$221K -$5.77K -72 -3%
GT
198
Glenmede Trust
Pennsylvania
$221K
GVAG
199
Great Valley Advisor Group
Delaware
$221K
OPS
200
Orion Portfolio Solutions
Nebraska
$217K +$213K +2,663 New

MDYG Hedge Fund Activity: Q4 2021 in Review

283 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2021, worth a combined $1.24B — up 10% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDYG positions and 14 closed out — a net gain of 37 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.1M. The largest seller was Osaic Holdings, cutting an estimated $33.4M.

  • 283 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2021, up from 251 in Q3 2021.
  • Funds reported $1.24B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2021 and 14 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $27.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2021 was Osaic Holdings, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2021.