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State Street SPDR S&P 400 Mid Cap Growth ETF

179 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 47

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

5.26% more ownership

Funds ownership: 38.01%43.28% (+5.3%)

5% more funds holding

Funds holding: 171179 (+8)

0% less capital invested

Capital invested by funds: $493M → $493M (-$143K)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
3.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
42
Increased
69
Reduced
47
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$89.6M +$65.8M +1,309,450 +207%
APP
2
Avantax Planning Partners
Iowa
$46.6M -$1.62M -32,292 -3%
FWP
3
FAS Wealth Partners
Kansas
$22.6M -$563K -11,198 -2%
Ameriprise
4
Ameriprise
Minnesota
$20.6M +$2.28M +45,412 +11%
LPL Financial
5
LPL Financial
California
$17.6M -$847K -16,855 -4%
KF
6
Krilogy Financial
Missouri
$15.4M +$1.29M +25,607 +8%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$14.4M +$361K +7,172 +2%
TC
8
TownSquare Capital
Utah
$14.2M +$14M +278,526 New
ML
9
McAdam LLC
Pennsylvania
$13.6M +$2.97M +59,133 +25%
Mariner
10
Mariner
Kansas
$10.7M -$27.4K -545 -0.2%
V
11
Veritable
Delaware
$9.44M +$10.3M +205,793 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$9.32M +$4.21M +83,801 +70%
Goldman Sachs
13
Goldman Sachs
New York
$8.78M +$9.33M +185,494 +3,059%
Bank of America
14
Bank of America
North Carolina
$7.88M +$1.51M +29,992 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.85M +$157K +3,115 +2%
Morgan Stanley
16
Morgan Stanley
New York
$7.84M +$797K +15,855 +10%
WIA
17
World Investment Advisors
California
$7.79M +$7.6M +151,165 New
Wells Fargo
18
Wells Fargo
California
$7.46M -$2.33M -46,265 -22%
FNT
19
First National Trust
Pennsylvania
$7.4M +$3.76M +74,750 +86%
UBS Group
20
UBS Group
Switzerland
$6.69M -$4.19M -83,383 -36%
KFA
21
Kays Financial Advisory
Georgia
$5.29M +$63.5K +1,262 +1%
WFPG
22
Waller Financial Planning Group
Ohio
$4.75M +$5.21M +103,672 New
SA
23
Strategic Advisors
New York
$4.16M +$760K +15,108 +20%
JFA
24
JNBA Financial Advisors
Minnesota
$4.07M +$4.46M +88,690 New
TWP
25
Total Wealth Planning
Ohio
$3.78M +$4.15M +82,458 New

MDYG Hedge Fund Activity: Q4 2018 in Review

179 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2018, worth a combined $493M — down 0.03% from $493M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDYG positions and 30 closed out — a net gain of 12 holders — while 69 added to existing stakes and 47 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $65.8M. The largest seller was Cornerstone Wealth Management, cutting an estimated $35.8M.

  • 179 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2018, up from 171 in Q3 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2018, down 0.03% quarter-over-quarter.
  • 42 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2018 and 30 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $65.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q4 2018.