We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

68 hedge funds and large institutions have $135M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

69% more capital invested

Capital invested by funds: $79.5M → $135M (+$55M)

26% more funds holding

Funds holding: 5468 (+14)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13.04% more ownership

Funds ownership: 97.4%110.44% (+13%)

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
19
Increased
27
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Chartist Inc
California
$33.1M +$14.5M +361,299 +1,203%
LPL Financial
2
LPL Financial
California
$21.6M +$9.92M +246,597 +79%
NFG
3
Noven Financial Group
Colorado
$13M +$23.1K +573 +0.2%
KF
4
Krilogy Financial
Missouri
$9.34M +$1.05M +26,025 +12%
FMP
5
Financial Management Professionals
Texas
$5.93M +$6.08M +151,032 New
RJA
6
Raymond James & Associates
Florida
$5.79M +$237K +5,892 +4%
Stifel Financial
7
Stifel Financial
Missouri
$4.28M +$690K +17,139 +19%
Morgan Stanley
8
Morgan Stanley
New York
$4.13M +$1.38M +34,251 +48%
Bank of America
9
Bank of America
North Carolina
$3.92M +$3.07M +76,248 +324%
Wells Fargo
10
Wells Fargo
California
$2.94M -$2.69M -66,975 -47%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.89M +$2.45M +60,876 +467%
UBS Group
12
UBS Group
Switzerland
$2.58M +$158K +3,930 +6%
TCM
13
Tradewinds Capital Management
Washington
$2.38M -$297K -7,380 -11%
CMP
14
Courage Miller Partners
Virginia
$2.1M +$15.8K +393 +0.7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.8M +$125K +3,117 +7%
EWA
16
EP Wealth Advisors
California
$1.63M +$1.67M +41,505 New
BRWA
17
B. Riley Wealth Advisors
Florida
$1.36M +$57.9K +1,440 +4%
SEIA
18
Signature Estate & Investment Advisors
California
$1.21M +$1.24M +30,738 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$995K +$704K +17,487 +222%
HSA
20
HBK Sorce Advisory
Pennsylvania
$972K +$996K +24,765 New
HIM
21
Harbour Investment Management
Washington
$963K +$145K +3,600 +17%
HighTower Advisors
22
HighTower Advisors
Illinois
$942K +$375K +9,324 +64%
AMG
23
Asset Management Group
Connecticut
$916K +$14.7K +366 +2%
CWM
24
Cabot Wealth Management
Massachusetts
$896K -$5.67K -141 -0.6%
VFA
25
Voya Financial Advisors
Connecticut
$883K +$159K +3,957 +22%

MDYG Hedge Fund Activity: Q4 2015 in Review

68 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2015, worth a combined $135M — up 69% from $79.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MDYG positions and 4 closed out — a net gain of 15 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Chartist Inc, adding an estimated $14.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.19M sold.

  • 68 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2015, up from 54 in Q3 2015.
  • Funds reported $135M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2015, up 69% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2015 and 4 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2015 was Chartist Inc, an estimated $14.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2015 was Citadel Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2015.