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State Street SPDR S&P 400 Mid Cap Growth ETF

145 hedge funds and large institutions have $356M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

42% more funds holding

Funds holding: 102145 (+43)

20% more capital invested

Capital invested by funds: $295M → $356M (+$60.5M)

5.58% more ownership

Funds ownership: 81.62%87.2% (+5.6%)

Holders
145
Holders Change
+43
Holders Change %
+42.16%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
52
Increased
43
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$48.1M -$9.93M -194,268 -17%
CI
2
Chartist Inc
California
$38.7M -$462K -9,027 -3%
FWP
3
FAS Wealth Partners
Kansas
$25.5M +$282K +5,523 +1%
LPL Financial
4
LPL Financial
California
$20.8M +$1.93M +37,758 +10%
Ameriprise
5
Ameriprise
Minnesota
$17.7M +$2.41M +47,097 +16%
KFA
6
Kays Financial Advisory
Georgia
$17.1M +$595K +11,640 +4%
KF
7
Krilogy Financial
Missouri
$15.4M +$147K +2,868 +1%
UBS Group
8
UBS Group
Switzerland
$12.1M -$3.07K -60 -0%
Mariner
9
Mariner
Kansas
$11.7M +$11.5M +225,057 New
AA
10
Advisory Alpha
Michigan
$8.31M +$6.71M +131,331 +595%
ML
11
McAdam LLC
Pennsylvania
$6.8M
Bank of America
12
Bank of America
North Carolina
$6.44M -$920 -18 -0%
Morgan Stanley
13
Morgan Stanley
New York
$5.71M -$326K -6,381 -5%
ACG
14
Allen Capital Group
Nebraska
$5.71M +$5.63M +110,139 New
Wells Fargo
15
Wells Fargo
California
$5.71M +$1.77M +34,578 +46%
MWA
16
MFA Wealth Advisors
Pennsylvania
$5.64M +$5.31M +103,905 New
CWSR
17
Chessman Wealth Strategies RIA
Texas
$4.97M +$4.91M +95,970 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.66M +$81.6K +1,596 +2%
Stifel Financial
19
Stifel Financial
Missouri
$4.64M -$450K -8,793 -9%
HA
20
Harborview Advisors
Maine
$4.41M +$4.35M +85,002 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$4.24M +$2.22M +43,494 +114%
SWM
22
Shakespeare Wealth Management
Wisconsin
$4.17M +$4.11M +80,418 New
AIA
23
Allegis Investment Advisors
Idaho
$3.91M +$3.86M +75,492 New
MWM
24
Marietta Wealth Management
Georgia
$3.52M +$377K +7,383 +12%
SA
25
Strategic Advisors
New York
$3.52M -$390K -7,632 -10%

MDYG Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2017, worth a combined $356M — up 20% from $295M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MDYG positions and 9 closed out — a net gain of 43 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $11.5M. The largest seller was Avantax Planning Partners, cutting an estimated $9.93M.

  • 145 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $356M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2017 and 9 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $11.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2017.