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State Street SPDR S&P 400 Mid Cap Growth ETF

49 hedge funds and large institutions have $73.5M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $57.2M → $73.5M (+$16.4M)

11% more funds holding

Funds holding: 4449 (+5)

4.28% more ownership

Funds ownership: 78.73%83.01% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
18
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Chartist Inc
California
$16.1M -$129K -3,168 -2%
LPL Financial
2
LPL Financial
California
$10.4M -$601K -14,745 -6%
Bank of America
3
Bank of America
North Carolina
$7.84M +$6.62M +162,465 +696%
Wells Fargo
4
Wells Fargo
California
$7.16M +$440K +10,800 +7%
TCM
5
Tradewinds Capital Management
Washington
$3.54M +$2.62M +64,155 +325%
Jane Street
6
Jane Street
New York
$3.32M +$2.38M +58,347 +285%
CMP
7
Courage Miller Partners
Virginia
$3.08M -$1.33M -32,691 -31%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.95M +$1.34M +32,940 +90%
UBS Group
9
UBS Group
Switzerland
$2.75M -$13K -318 -0.5%
SG Americas Securities
10
SG Americas Securities
New York
$2.12M -$24.5K -600 -1%
Morgan Stanley
11
Morgan Stanley
New York
$2.1M -$593K -14,544 -23%
AWE
12
Avidian Wealth Enterprises
Texas
$2.07M +$13.6K +333 +0.7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.81M +$51.4K +1,260 +3%
BRWA
14
B. Riley Wealth Advisors
Florida
$1.25M +$37.9K +930 +3%
AMG
15
Asset Management Group
Connecticut
$1.06M +$2.69K +66 +0.3%
CWM
16
Cabot Wealth Management
Massachusetts
$1.02M -$45.3K -1,110 -4%
CCM
17
Condor Capital Management
New Jersey
$594K -$3.91K -96 -0.7%
FIM
18
Freedom Investment Management
Connecticut
$590K +$19K +465 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$384K +$43.7K +1,071 +13%
HighTower Advisors
20
HighTower Advisors
Illinois
$313K +$856 +21 +0.3%
SIC
21
Salem Investment Counselors
North Carolina
$253K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$234K +$12.5K +306 +6%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$230K -$61.5K -1,509 -22%
VFS
24
VSR Financial Services
Kansas
$223K
FAAS
25
First Allied Advisory Services
California
$204K -$42.3K -1,038 -18%

MDYG Hedge Fund Activity: Q1 2015 in Review

49 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2015, worth a combined $73.5M — up 29% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MDYG positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $6.62M. The largest seller was Courage Miller Partners, cutting an estimated $1.33M.

  • 49 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2015, up from 44 in Q4 2014.
  • Funds reported $73.5M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2015, up 29% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2015 and 2 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2015 was Bank of America, an estimated $6.62M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2015 was Courage Miller Partners, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2015.