We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

221 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $507M → $1.72B (+$1.21B)

48.54% more ownership

Funds ownership: 39.59%88.13% (+49%)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 224221 (-3)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
24
Increased
80
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
201
Capital Advisory Group Advisory Services
Minnesota
$18K
FA
202
Faithward Advisors
Pennsylvania
$17K
PMFA
203
Plante Moran Financial Advisors
Michigan
$16K
BWM
204
Baystate Wealth Management
Massachusetts
$14K +$50 +1 +0.4%
ACA
205
Aptus Capital Advisors
Alabama
$12K +$11.2K +225 New
BBPWM
206
Blue Bell Private Wealth Management
Pennsylvania
$10K
AssetMark Inc
207
AssetMark Inc
California
$10K +$9.17K +184 New
WFMPM
208
Woodley Farra Manion Portfolio Management
Indiana
$9K
VFA
209
Valeo Financial Advisors
Indiana
$8K -$4.38K -88 -38%
DI
210
Disciplined Investments
Oklahoma
$6K -$6.53K -131 -52%
FFW
211
Fusion Family Wealth
New York
$5K +$100 +2 +2%
SFS
212
Sowell Financial Services
Arkansas
$4K -$24.2K -486 -86%
CMA
213
Cedar Mountain Advisors
Oregon
$4K -$1.05K -21 -21%
William Blair & Company
214
William Blair & Company
Illinois
$3K -$42K -843 -94%
MRCM
215
M&R Capital Management
New Jersey
$3K
GI
216
Gradient Investments
Minnesota
$2K -$3.89K -78 -64%
LWM
217
Liberty Wealth Management
California
$2K
BlackRock
218
BlackRock
New York
$1K -$1.05K -21 -66%
HFA
219
Hoover Financial Advisors
Pennsylvania
$1K +$1.3K +26 New
CCP
220
Cardan Capital Partners
Colorado
-$4.58M -106,877 Closed
GA
221
Gateway Advisory
New Jersey
-$2.09M -48,896 Closed
TCM
222
Tradewinds Capital Management
Washington
-$1.98M -39,750 -100%
FFC
223
Fure Financial Corporation
Minnesota
-$1.02M -23,911 Closed
VWM
224
Vigilare Wealth Management
Arizona
-$399K -9,318 Closed
SA
225
Strategic Advisors
New York
-$413K -9,079 Closed

MDYG Hedge Fund Activity: Q2 2020 in Review

221 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2020, worth a combined $1.72B — up 238% from $507M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MDYG and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 80 added.

The largest buyer was Envestnet Asset Management, adding an estimated $365M. The largest seller was Centerpoint Advisors, cutting an estimated $5.55M.

  • 221 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $1.72B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2020, up 238% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2020 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $365M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2020 was Centerpoint Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2020.