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State Street SPDR S&P 400 Mid Cap Growth ETF

269 hedge funds and large institutions have $1.17B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 92

1.04% more ownership

Funds ownership: 70.81%71.85% (+1%)

5% less funds holding

Funds holding: 283269 (-14)

6% less capital invested

Capital invested by funds: $1.24B → $1.17B (-$71.6M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
269
Holders Change
-14
Holders Change %
-4.95%
% of All Funds
4.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
105
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
226
Bison Wealth
Georgia
$42K
RFWA
227
RPg Family Wealth Advisory
Massachusetts
$40.5K
QCG
228
Quadrant Capital Group
Ohio
$39K
BWP
229
Baldwin Wealth Partners
Massachusetts
$37K
Qube Research & Technologies (QRT)
230
Qube Research & Technologies (QRT)
United Kingdom
$36K -$118K -1,599 -77%
William Blair & Company
231
William Blair & Company
Illinois
$36K -$23.7K -320 -40%
UB
232
UMB Bank
Missouri
$35K
SWM
233
Selective Wealth Management
Virginia
$34K -$10.2K -138 -23%
US Bancorp
234
US Bancorp
Minnesota
$34K
FRA
235
Front Row Advisors
California
$33K
AF
236
Advisornet Financial
Minnesota
$33K +$5.84K +79 +22%
CWM
237
Curi Wealth Management
North Carolina
$32K
AIM
238
Anchor Investment Management
South Carolina
$31.6K
LFG
239
Larson Financial Group
Missouri
$30K -$28K -378 -48%
TFGT
240
TS Financial Group (TSFG)
Illinois
$30K
JWA
241
JFS Wealth Advisors
Pennsylvania
$29K
AF
242
Allworth Financial
California
$26K -$962 -13 -4%
CWP
243
Concord Wealth Partners
Virginia
$25K +$24.8K +335 New
BCMLT
244
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K +$24.3K +329 New
PFS
245
Prospera Financial Services
Texas
$24K +$24.3K +329 New
FCMT
246
Founders Capital Management (Texas)
Texas
$23K
OCM
247
Orion Capital Management
California
$20K
BWM
248
Baystate Wealth Management
Massachusetts
$20K +$1.26K +17 +7%
GIA
249
Goodwin Investment Advisory
Georgia
$19K -$1.55K -21 -7%
HNB
250
Huntington National Bank
Ohio
$17K

MDYG Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2022, worth a combined $1.17B — down 5.8% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MDYG and 22 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 105 added.

The largest buyer was Mercer Global Advisors, adding an estimated $11.1M. The largest seller was LPL Financial, cutting an estimated $10.4M.

  • 269 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2022, down from 283 in Q4 2021.
  • Funds reported $1.17B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $11.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2022 was LPL Financial, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2022.