We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

39 hedge funds and large institutions have $52.1M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

3% more funds holding

Funds holding: 3839 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $53.1M → $52.1M (-$979K)

12.22% less ownership

Funds ownership: 88.46%76.24% (-12%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Chartist Inc
California
$15M -$113K -3,024 -2%
LPL Financial
2
LPL Financial
California
$10.3M -$62.3K -1,668 -0.6%
Wells Fargo
3
Wells Fargo
California
$6.75M +$1.19M +31,902 +22%
TCM
4
Tradewinds Capital Management
Washington
$2.52M -$433K -11,598 -15%
U
5
UBS
Switzerland
$2.32M -$302K -8,103 -12%
BTS
6
BB&T Securities
Virginia
$2.3M
Morgan Stanley
7
Morgan Stanley
New York
$2.2M +$60.7K +1,626 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.56M -$60.6K -1,623 -4%
VKH
9
Virtu KCG Holdings
New York
$1.45M +$1.43M +38,193 New
CWM
10
Cabot Wealth Management
Massachusetts
$1.1M -$65.5K -1,755 -6%
CMP
11
Courage Miller Partners
Virginia
$713K +$138K +3,708 +25%
CCM
12
Condor Capital Management
New Jersey
$689K +$11.4K +306 +2%
Bank of America
13
Bank of America
North Carolina
$652K +$63.8K +1,710 +11%
AMG
14
Asset Management Group
Connecticut
$613K +$602K +16,125 New
Ameriprise
15
Ameriprise
Minnesota
$522K +$784 +21 +0.2%
FIM
16
Freedom Investment Management
Connecticut
$517K -$23.7K -636 -4%
BRWA
17
B. Riley Wealth Advisors
Florida
$514K +$198K +5,310 +65%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$504K +$49.5K +1,326 +11%
HighTower Advisors
19
HighTower Advisors
Illinois
$277K +$272K +7,290 New
TAIM
20
TD Ameritrade Investment Management
Nebraska
$247K -$3.36K -90 -1%
SIC
21
Salem Investment Counselors
North Carolina
$228K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$193K +$38K +1,017 +25%
Creative Planning
23
Creative Planning
Kansas
$177K +$56K +1,500 +48%
AF
24
Arrow Financial
New York
$142K
NES
25
New England Securities
New York
$139K +$57.1K +1,530 +72%

MDYG Hedge Fund Activity: Q1 2014 in Review

39 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2014, worth a combined $52.1M — down 1.8% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MDYG positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $1.43M. The largest seller was Royal Bank of Canada, cutting an estimated $2.53M.

  • 39 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2014, up from 38 in Q4 2013.
  • Funds reported $52.1M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2014, down 1.8% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2014 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2014 was Virtu KCG Holdings, an estimated $1.43M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2014.