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State Street SPDR S&P 400 Mid Cap Growth ETF

44 hedge funds and large institutions have $57.2M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 4344 (+1)

1% more capital invested

Capital invested by funds: $56.7M → $57.2M (+$475K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.58% less ownership

Funds ownership: 80.32%78.73% (-1.6%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
18
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Chartist Inc
California
$15.5M -$169K -4,401 -2%
LPL Financial
2
LPL Financial
California
$10.3M -$39.8K -1,035 -0.4%
Wells Fargo
3
Wells Fargo
California
$6.28M -$51.7K -1,344 -0.8%
CMP
4
Courage Miller Partners
Virginia
$4.18M +$1.75M +45,402 +75%
UBS Group
5
UBS Group
Switzerland
$2.59M +$2.52M +65,487 New
Morgan Stanley
6
Morgan Stanley
New York
$2.54M +$23.7K +615 +1%
SG Americas Securities
7
SG Americas Securities
New York
$2.01M -$339K -8,805 -15%
AWE
8
Avidian Wealth Enterprises
Texas
$1.93M +$1.58M +40,992 +523%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.65M +$3.35K +87 +0.2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.45M -$1.93M -50,253 -58%
CWM
11
Cabot Wealth Management
Massachusetts
$1M -$5.31K -138 -0.5%
AMG
12
Asset Management Group
Connecticut
$995K +$64.3K +1,671 +7%
Bank of America
13
Bank of America
North Carolina
$922K +$4.04K +105 +0.5%
Jane Street
14
Jane Street
New York
$809K +$787K +20,469 New
TCM
15
Tradewinds Capital Management
Washington
$780K -$1.27M -33,078 -63%
CCM
16
Condor Capital Management
New Jersey
$560K +$13.6K +354 +3%
FIM
17
Freedom Investment Management
Connecticut
$535K +$4.15K +108 +0.8%
MIAN
18
Mariner Independent Advisor Network
Kansas
$382K +$2.88K +75 +0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$318K -$31.6K -822 -9%
HighTower Advisors
20
HighTower Advisors
Illinois
$292K +$2.77K +72 +1%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$275K +$1.96K +51 +0.7%
SIC
22
Salem Investment Counselors
North Carolina
$237K
FAAS
23
First Allied Advisory Services
California
$235K +$1.39K +36 +0.6%
VFS
24
VSR Financial Services
Kansas
$209K +$203K +5,289 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$207K +$1.39K +36 +0.7%

MDYG Hedge Fund Activity: Q4 2014 in Review

44 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2014, worth a combined $57.2M — up 0.84% from $56.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MDYG positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Courage Miller Partners, adding an estimated $1.75M. The largest seller was BB&T Securities, exiting entirely with an estimated $2.28M sold.

  • 44 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2014, up from 43 in Q3 2014.
  • Funds reported $57.2M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2014, up 0.84% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2014 and 7 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2014 was Courage Miller Partners, an estimated $1.75M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2014 was BB&T Securities, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2014.