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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
BF
201
BOK Financial
Oklahoma
$214K -$11.1K -138 -5%
AP
202
Atwood & Palmer
Missouri
$212K
BWA
203
Burt Wealth Advisors
Maryland
$211K -$4.81K -60 -2%
HCWM
204
Harrison & Co Wealth Management
Virginia
$209K +$205K +2,561 New
PAM
205
Premier Asset Management
Illinois
$209K +$206K +2,565 New
SCM
206
SOL Capital Management
Maryland
$208K +$204K +2,550 New
FPF
207
First Pacific Financial
Washington
$204K +$200K +2,499 New
OFG
208
Oxford Financial Group
Indiana
$204K +$200K +2,500 New
SFP
209
Sterling Financial Planning
New Jersey
$203K +$11.4K +142 +6%
VIA
210
Vickerman Investment Advisors
Washington
$200K -$101K -1,254 -34%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$200K +$196K +2,448 New
BEI
212
Benjamin Edwards Inc
Missouri
$197K +$78.2K +976 +68%
LAS
213
Lloyd Advisory Services
Georgia
$195K -$962 -12 -0.5%
AWM
214
Avior Wealth Management
Nebraska
$190K
IHWM
215
Iron Horse Wealth Management
Iowa
$177K
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$170K +$95.8K +1,195 +134%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$153K +$150K +1,873 New
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$152K -$12K -150 -7%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$150K -$72.1K -900 -33%
AIM
220
Arcadia Investment Management
Michigan
$130K
TAM
221
Townsend Asset Management
North Carolina
$118K
PA
222
Parallel Advisors
California
$109K
BA
223
Ballast Advisors
Minnesota
$86K
Simplex Trading
224
Simplex Trading
Illinois
$81K +$80.2K +1,000 New
William Blair & Company
225
William Blair & Company
Illinois
$66K -$24.7K -308 -28%

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.