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State Street SPDR S&P 400 Mid Cap Growth ETF

254 hedge funds and large institutions have $1.14B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

1% more funds holding

Funds holding: 251254 (+3)

5% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 88

1% more capital invested

Capital invested by funds: $1.13B → $1.14B (+$7.07M)

0.54% more ownership

Funds ownership: 67.17%67.71% (+0.54%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
26
Increased
92
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$325M +$28.9M +374,997 +10%
Osaic Holdings
2
Osaic Holdings
Arizona
$57.2M +$4.87M +63,298 +9%
LPL Financial
3
LPL Financial
California
$49M +$334K +4,345 +0.7%
NP
4
NorthRock Partners
Minnesota
$45.8M +$1.85M +24,085 +4%
FWP
5
FAS Wealth Partners
Kansas
$39.4M +$2.7M +35,082 +7%
TC
6
TownSquare Capital
Utah
$29.7M +$1.25M +16,184 +4%
ML
7
McAdam LLC
Pennsylvania
$28.5M -$616K -8,008 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24.1M +$17M +220,781 +244%
Ameriprise
9
Ameriprise
Minnesota
$22.6M -$1.46M -18,917 -6%
KA
10
Klingman & Associates
New York
$20.3M -$54.6K -709 -0.3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$18.5M +$1.32M +17,195 +8%
AWM
12
AE Wealth Management
Kansas
$17.9M +$119K +1,548 +0.7%
WIA
13
World Investment Advisors
California
$17.4M -$1.43M -18,548 -8%
GIA
14
GHP Investment Advisors
Colorado
$13.5M +$389K +5,052 +3%
IWM
15
IHT Wealth Management
Illinois
$13M +$844K +10,970 +7%
SFM
16
Signet Financial Management
New Jersey
$12.6M +$37.8K +491 +0.3%
CI
17
Chartist Inc
California
$12.5M +$2.39K +31 +0.1%
QCM
18
Quest Capital Management
Texas
$12.5M -$66.9K -869 -0.5%
KW
19
KWB Wealth
California
$12.4M -$70.4K -915 -0.6%
HighTower Advisors
20
HighTower Advisors
Illinois
$11.6M +$1.08M +14,089 +10%
Stifel Financial
21
Stifel Financial
Missouri
$11.5M -$6.06M -78,751 -35%
FNT
22
First National Trust
Pennsylvania
$11.1M +$147K +1,908 +1%
CWA
23
Clarus Wealth Advisors
Arizona
$10.8M +$194K +2,517 +2%
JFA
24
JNBA Financial Advisors
Minnesota
$10.2M +$431K +5,594 +4%
Morgan Stanley
25
Morgan Stanley
New York
$10.2M -$596K -7,749 -6%