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State Street SPDR S&P 400 Mid Cap Growth ETF

43 hedge funds and large institutions have $56.7M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

3.03% more ownership

Funds ownership: 77.29%80.32% (+3%)

2% more funds holding

Funds holding: 4243 (+1)

3% more capital invested

Capital invested by funds: $55M → $56.7M (+$1.65M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
15
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Chartist Inc
California
$14.8M -$44.7K -1,164 -0.6%
LPL Financial
2
LPL Financial
California
$9.73M -$153K -3,981 -1%
Wells Fargo
3
Wells Fargo
California
$6.03M -$19.5K -507 -0.3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.27M +$3.34M +87,051 New
Morgan Stanley
5
Morgan Stanley
New York
$2.39M +$129K +3,351 +6%
BTS
6
BB&T Securities
Virginia
$2.28M
CMP
7
Courage Miller Partners
Virginia
$2.27M +$1.5M +39,000 +182%
SG Americas Securities
8
SG Americas Securities
New York
$2.24M +$1.34M +34,791 +140%
TCM
9
Tradewinds Capital Management
Washington
$1.99M -$4.84K -126 -0.2%
U
10
UBS
Switzerland
$1.77M -$214K -5,583 -11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.57M +$4.49K +117 +0.3%
CWM
12
Cabot Wealth Management
Massachusetts
$960K -$108K -2,823 -10%
BRWA
13
B. Riley Wealth Advisors
Florida
$918K -$428K -11,130 -31%
AMG
14
Asset Management Group
Connecticut
$884K +$147K +3,822 +19%
Bank of America
15
Bank of America
North Carolina
$873K -$37.7K -981 -4%
CCM
16
Condor Capital Management
New Jersey
$519K -$461 -12 -0.1%
FIM
17
Freedom Investment Management
Connecticut
$505K +$15.8K +411 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$419K +$212K +5,520 +98%
MIAN
19
Mariner Independent Advisor Network
Kansas
$361K +$61.5K +1,602 +20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$333K -$23.7K -618 -7%
AWE
21
Avidian Wealth Enterprises
Texas
$295K +$41K +1,068 +16%
HighTower Advisors
22
HighTower Advisors
Illinois
$275K +$576 +15 +0.2%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$259K -$1.04K -27 -0.4%
SIC
24
Salem Investment Counselors
North Carolina
$226K
FAAS
25
First Allied Advisory Services
California
$221K -$1.27K -33 -0.6%

MDYG Hedge Fund Activity: Q3 2014 in Review

43 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2014, worth a combined $56.7M — up 3% from $55M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MDYG positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.34M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $2.81M sold.

  • 43 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2014, up from 42 in Q2 2014.
  • Funds reported $56.7M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2014, up 3% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2014 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $3.34M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2014 was Virtu KCG Holdings, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2014.