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State Street SPDR S&P 400 Mid Cap Growth ETF

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: 1216 (+4)

14.55% more ownership

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

13% more funds holding

Funds holding: 216245 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$83K
SPIA
202
Steward Partners Investment Advisory
New York
$81K -$4.16K -65 -5%
OIA
203
Optimum Investment Advisors
Illinois
$76K +$192 +3 +0.3%
KFI
204
Key Financial Inc
Pennsylvania
$75K +$68.9K +1,076 New
BA
205
Ballast Advisors
Minnesota
$73K
William Blair & Company
206
William Blair & Company
Illinois
$71K -$3.65K -57 -5%
DSC
207
Duncker Streett & Co
Missouri
$60K
CFA
208
Carroll Financial Associates
North Carolina
$55K
JMF
209
Johnson Midwest Financial
Iowa
$51K +$60.5K +946 New
BW
210
Bison Wealth
Georgia
$44K
CAL
211
Capital Advisors Ltd
Ohio
$43K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$43K
SWM
213
Selective Wealth Management
Virginia
$41K -$9.41K -147 -20%
QCG
214
Quadrant Capital Group
Ohio
$40K
PCA
215
Peddock Capital Advisors
Massachusetts
$40K +$37.1K +579 New
RFWA
216
RPg Family Wealth Advisory
Massachusetts
$37.9K
CAGAS
217
Capital Advisory Group Advisory Services
Minnesota
$37K +$12.8K +200 +61%
BWP
218
Baldwin Wealth Partners
Massachusetts
$35K
PFO
219
Pathstone Family Office
New Jersey
$35K +$32.4K +506 New
FRA
220
Front Row Advisors
California
$31K
AIM
221
Anchor Investment Management
South Carolina
$29.5K
FPW
222
Flagship Private Wealth
Massachusetts
$29.4K +$26.5K +414 New
TFGT
223
TS Financial Group (TSFG)
Illinois
$28K
FA
224
Faithward Advisors
Pennsylvania
$28K +$64 +1 +0.2%
ASN
225
Advisory Services Network
Georgia
$27K +$25K +390 New

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.