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State Street SPDR S&P 400 Mid Cap Growth ETF

69 hedge funds and large institutions have $127M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

64% more capital invested

Capital invested by funds: $77.9M → $127M (+$49.6M)

16.21% more ownership

Funds ownership: 78.75%94.96% (+16%)

6% more funds holding

Funds holding: 6569 (+4)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
10
Increased
20
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Chartist Inc
California
$33.6M +$14.9M +370,584 New
LPL Financial
2
LPL Financial
California
$13.2M -$9.46M -234,735 -42%
KFA
3
Kays Financial Advisory
Georgia
$11.1M +$10.9M +270,081 New
KF
4
Krilogy Financial
Missouri
$9.48M -$256K -6,342 -3%
Ameriprise
5
Ameriprise
Minnesota
$4.79M +$979K +24,309 +26%
FWP
6
FAS Wealth Partners
Kansas
$4.5M +$3.98M +98,826 +918%
RJA
7
Raymond James & Associates
Florida
$4.48M -$43K -1,068 -1%
Bank of America
8
Bank of America
North Carolina
$4.43M +$3.66M +90,828 +527%
Stifel Financial
9
Stifel Financial
Missouri
$3.48M -$782K -19,401 -19%
Morgan Stanley
10
Morgan Stanley
New York
$3.35M -$155K -3,858 -5%
BWM
11
BerganKDV Wealth Management
Minnesota
$3.16M +$1.75M +43,437 +130%
Wells Fargo
12
Wells Fargo
California
$2.85M -$207K -5,133 -7%
TCM
13
Tradewinds Capital Management
Washington
$2.31M +$1.45M +35,880 +176%
UBS Group
14
UBS Group
Switzerland
$2.18M -$22K -546 -1%
Jane Street
15
Jane Street
New York
$1.95M +$1.92M +47,604 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.75M -$40.5K -1,005 -2%
HIM
17
Harbour Investment Management
Washington
$1.6M -$24.2K -600 -2%
CMP
18
Courage Miller Partners
Virginia
$1.48M -$596K -14,787 -29%
BRWA
19
B. Riley Wealth Advisors
Florida
$1.42M -$2.06K -51 -0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.38M +$392K +9,729 +41%
MFS
21
MSI Financial Services
Massachusetts
$1.32M +$444K +11,013 +52%
VFA
22
Voya Financial Advisors
Connecticut
$1.18M +$84.5K +2,097 +8%
GIA
23
GHP Investment Advisors
Colorado
$1.13M +$257K +6,369 +30%
AMG
24
Asset Management Group
Connecticut
$950K +$2.66K +66 +0.3%
SEIA
25
Signature Estate & Investment Advisors
California
$937K -$169K -4,191 -15%

MDYG Hedge Fund Activity: Q2 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2016, worth a combined $127M — up 64% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MDYG positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 26 trimmed.

The largest buyer was Kays Financial Advisory, opening a new position worth an estimated $10.9M. The largest seller was LPL Financial, cutting an estimated $9.46M.

  • 69 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2016, up from 65 in Q1 2016.
  • Funds reported $127M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2016, up 64% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2016 and 6 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2016 was Kays Financial Advisory, an estimated $10.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2016 was LPL Financial, an estimated $9.46M sold.

Based on aggregated 13F filings for Q2 2016.