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State Street SPDR S&P 400 Mid Cap Growth ETF

245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

76% more capital invested

Capital invested by funds: $968M → $1.7B (+$735M)

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

14.55% more ownership

Funds ownership: 68.17%82.72% (+15%)

13% more funds holding

Funds holding: 216245 (+29)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$307M +$277M +4,333,411 +4,386%
Financial Engines Advisors
2
Financial Engines Advisors
California
$295M -$56.9M -889,355 -17%
Osaic Holdings
3
Osaic Holdings
Arizona
$207M +$157M +2,453,616 +465%
CCMG
4
Clark Capital Management Group
Pennsylvania
$93.1M +$82.7M +1,292,014 +2,534%
LPL Financial
5
LPL Financial
California
$57.5M +$15.8M +246,812 +42%
Stifel Financial
6
Stifel Financial
Missouri
$45.6M -$33.7M -527,350 -45%
OPS
7
Orion Portfolio Solutions
Nebraska
$37.1M +$34.2M +534,728 New
NP
8
NorthRock Partners
Minnesota
$36.3M +$989K +15,461 +3%
TC
9
TownSquare Capital
Utah
$33.4M +$898K +14,034 +3%
FWP
10
FAS Wealth Partners
Kansas
$32.2M -$2.08M -32,501 -7%
ML
11
McAdam LLC
Pennsylvania
$28.8M -$3.34M -52,256 -12%
Ameriprise
12
Ameriprise
Minnesota
$26.3M +$2.44M +38,062 +11%
MCC
13
Money Concepts Capital
Florida
$20.8M +$19.2M +300,016 New
BFEC
14
Benjamin F. Edwards & Company
Missouri
$20.2M -$14.1M -220,100 -43%
KA
15
Klingman & Associates
New York
$18.4M -$60.2K -941 -0.4%
AWM
16
AE Wealth Management
Kansas
$17.3M +$4.73M +73,872 +42%
SS
17
Simplicity Solutions
Minnesota
$16.9M +$4.13M +64,591 +36%
CIM
18
Confluence Investment Management
Missouri
$12.4M -$8.49M -132,690 -43%
APP
19
Avantax Planning Partners
Iowa
$11.9M -$1.97M -30,735 -15%
HighTower Advisors
20
HighTower Advisors
Illinois
$11.7M +$9.56M +149,338 +761%
GIA
21
GHP Investment Advisors
Colorado
$11.6M +$815K +12,742 +8%
SFM
22
Signet Financial Management
New Jersey
$11.3M +$178K +2,781 +2%
CI
23
Chartist Inc
California
$11M -$96.6K -1,510 -5%
IWM
24
IHT Wealth Management
Illinois
$10.9M -$2.42M -37,825 -19%
QCM
25
Quest Capital Management
Texas
$10.8M -$52.7K -824 -0.5%

MDYG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.

  • 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.