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State Street SPDR S&P 400 Mid Cap Growth ETF

283 hedge funds and large institutions have $1.24B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

13% more funds holding

Funds holding: 251283 (+32)

10% more capital invested

Capital invested by funds: $1.12B → $1.24B (+$115M)

2.76% more ownership

Funds ownership: 68.05%70.81% (+2.8%)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
283
Holders Change
+32
Holders Change %
+12.75%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
51
Increased
90
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$339M +$27.1M +338,155 +9%
LPL Financial
2
LPL Financial
California
$64.2M +$8.13M +101,457 +15%
NP
3
NorthRock Partners
Minnesota
$50.4M +$1.25M +15,551 +3%
FWP
4
FAS Wealth Partners
Kansas
$40.8M -$1.06M -13,177 -3%
TC
5
TownSquare Capital
Utah
$36.3M +$2.8M +34,880 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$32.3M -$33.4M -417,265 -51%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.2M +$1.11M +13,900 +4%
ML
8
McAdam LLC
Pennsylvania
$28.2M -$620K -7,740 -2%
AWM
9
AE Wealth Management
Kansas
$25.6M +$4.48M +55,899 +22%
Stifel Financial
10
Stifel Financial
Missouri
$23.8M +$7.05M +87,956 +43%
Ameriprise
11
Ameriprise
Minnesota
$21.8M -$5.32M -66,387 -20%
KA
12
Klingman & Associates
New York
$21.3M -$21.3K -266 -0.1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$20.8M +$287K +3,576 +1%
GIA
14
GHP Investment Advisors
Colorado
$14.8M +$475K +5,932 +3%
KW
15
KWB Wealth
California
$14.6M +$254K +3,164 +2%
CCMG
16
Clark Capital Management Group
Pennsylvania
$14.6M +$795K +9,915 +6%
CI
17
Chartist Inc
California
$13.7M +$103K +1,283 +5%
SFM
18
Signet Financial Management
New Jersey
$13.3M -$111K -1,385 -0.8%
CF
19
Convergence Financial
Missouri
$13.2M +$13M +161,898 New
HighTower Advisors
20
HighTower Advisors
Illinois
$13.2M +$940K +11,724 +8%
FNT
21
First National Trust
Pennsylvania
$13M +$948K +11,821 +8%
QCM
22
Quest Capital Management
Texas
$12.6M -$693K -8,641 -5%
JFA
23
JNBA Financial Advisors
Minnesota
$12.3M +$801K +9,990 +7%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$11.1M +$3.5M +43,653 +47%
Bank of America
25
Bank of America
North Carolina
$10.7M +$70.8K +883 +0.7%

MDYG Hedge Fund Activity: Q4 2021 in Review

283 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2021, worth a combined $1.24B — up 10% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDYG positions and 14 closed out — a net gain of 37 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.1M. The largest seller was Osaic Holdings, cutting an estimated $33.4M.

  • 283 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2021, up from 251 in Q3 2021.
  • Funds reported $1.24B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2021 and 14 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $27.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2021 was Osaic Holdings, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2021.