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State Street SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

0.35% more ownership

Funds ownership: 67.71%68.05% (+0.35%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$17.6M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 254251 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
101
Reduced
80
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
$289M -$29.2M -375,713 -9%
Osaic Holdings
2
Osaic Holdings
Arizona
$61.5M +$5.99M +77,039 +10%
LPL Financial
3
LPL Financial
California
$51.9M +$4.17M +53,668 +8%
NP
4
NorthRock Partners
Minnesota
$46.4M +$987K +12,687 +2%
FWP
5
FAS Wealth Partners
Kansas
$38.9M +$492K +6,328 +1%
TC
6
TownSquare Capital
Utah
$31M +$2.04M +26,226 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27.9M +$4.44M +57,133 +18%
ML
8
McAdam LLC
Pennsylvania
$26.8M -$792K -10,185 -3%
Ameriprise
9
Ameriprise
Minnesota
$24.2M +$3.27M +42,097 +14%
KA
10
Klingman & Associates
New York
$19.8M -$36.6K -470 -0.2%
AWM
11
AE Wealth Management
Kansas
$19.6M +$2.14M +27,521 +12%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$19M +$950K +12,213 +5%
WIA
13
World Investment Advisors
California
$17.8M +$857K +11,013 +5%
Stifel Financial
14
Stifel Financial
Missouri
$15.4M +$4.35M +55,991 +38%
GIA
15
GHP Investment Advisors
Colorado
$13.3M +$125K +1,610 +0.9%
KW
16
KWB Wealth
California
$13.3M +$822K +10,569 +6%
CCMG
17
Clark Capital Management Group
Pennsylvania
$12.8M +$7.79M +100,211 +146%
SFM
18
Signet Financial Management
New Jersey
$12.4M +$146K +1,872 +1%
QCM
19
Quest Capital Management
Texas
$12.4M +$215K +2,758 +2%
CI
20
Chartist Inc
California
$12.1M -$24.3K -313 -1%
HighTower Advisors
21
HighTower Advisors
Illinois
$11.3M +$778 +10 +0%
FNT
22
First National Trust
Pennsylvania
$11.2M +$382K +4,914 +3%
CWA
23
Clarus Wealth Advisors
Arizona
$10.8M +$324K +4,161 +3%
JFA
24
JNBA Financial Advisors
Minnesota
$10.7M +$699K +8,993 +7%
Morgan Stanley
25
Morgan Stanley
New York
$9.99M +$51.5K +662 +0.5%