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State Street SPDR S&P 400 Mid Cap Growth ETF

82 hedge funds and large institutions have $257M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $241M → $257M (+$15.5M)

4% more funds holding

Funds holding: 7982 (+3)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15.37% less ownership

Funds ownership: 144.86%129.49% (-15%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
8
Increased
39
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$55.7M +$1.5M +32,652 +3%
CI
2
Chartist Inc
California
$36.7M -$12.7K -276 -0.1%
FWP
3
FAS Wealth Partners
Kansas
$21.7M +$1.02M +22,293 +5%
LPL Financial
4
LPL Financial
California
$18M +$1.32M +28,668 +8%
KFA
5
Kays Financial Advisory
Georgia
$13.7M +$389K +8,484 +3%
KF
6
Krilogy Financial
Missouri
$12.5M
Ameriprise
7
Ameriprise
Minnesota
$11.4M +$2.41M +52,521 +27%
UBS Group
8
UBS Group
Switzerland
$10.2M +$4.76M +103,815 +90%
RJA
9
Raymond James & Associates
Florida
$6.58M -$31.5K -687 -0.5%
Morgan Stanley
10
Morgan Stanley
New York
$5.78M +$1.34M +29,280 +31%
Stifel Financial
11
Stifel Financial
Missouri
$4.93M +$8.67K +189 +0.2%
ML
12
McAdam LLC
Pennsylvania
$4.87M +$305K +6,651 +7%
Bank of America
13
Bank of America
North Carolina
$4.55M -$814K -17,739 -15%
Jane Street
14
Jane Street
New York
$3.95M -$1.09M -23,847 -22%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.91M +$1.28M +27,837 +49%
SA
16
Strategic Advisors
New York
$3.16M +$1.36M +29,601 +77%
Wells Fargo
17
Wells Fargo
California
$2.72M +$541K +11,787 +25%
VFA
18
Voya Financial Advisors
Connecticut
$2.4M -$248K -5,415 -9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.29M +$2.15M +46,770 +1,843%
TCM
20
Tradewinds Capital Management
Washington
$2.18M +$23.8K +519 +1%
HIM
21
Harbour Investment Management
Washington
$2.15M +$20K +435 +0.9%
Citadel Advisors
22
Citadel Advisors
Florida
$2.1M -$6.04M -131,544 -74%
CA
23
Cetera Advisors
Colorado
$2.02M +$238K +5,190 +14%
GIA
24
GHP Investment Advisors
Colorado
$2.02M +$204K +4,446 +11%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.56M -$558K -12,171 -27%

MDYG Hedge Fund Activity: Q1 2017 in Review

82 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2017, worth a combined $257M — up 6.4% from $241M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MDYG positions and 3 closed out — a net gain of 5 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was UBS Group, adding an estimated $4.76M. The largest seller was Citadel Advisors, cutting an estimated $6.04M.

  • 82 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2017, up from 79 in Q4 2016.
  • Funds reported $257M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2017 and 3 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2017 was UBS Group, an estimated $4.76M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2017 was Citadel Advisors, an estimated $6.04M sold.

Based on aggregated 13F filings for Q1 2017.