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State Street SPDR S&P 400 Mid Cap Growth ETF

368 hedge funds and large institutions have $2.48B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 17

39% more capital invested

Capital invested by funds: $1.78B → $2.48B (+$693M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

13% more funds holding

Funds holding: 325368 (+43)

3.94% more ownership

Funds ownership: 78.26%82.2% (+3.9%)

4% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 123

Holders
368
Holders Change
+43
Holders Change %
+13.23%
% of All Funds
5.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
65
Increased
128
Reduced
123
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$352K +$29.9K +375 +10%
NA
227
NewEdge Advisors
Louisiana
$350K +$200K +2,508 +167%
CPRC
228
Consolidated Portfolio Review Corp
New York
$344K -$558 -7 -0.2%
PI
229
PFG Investments
New York
$344K +$315K +3,947 New
CL
230
Choreo LLC
Illinois
$341K
IP
231
Ignite Planners
California
$334K -$15.9K -200 -5%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$330K
TVM
233
True Vision MN
Minnesota
$322K -$638 -8 -0.2%
AWM
234
Aviso Wealth Management
Washington
$322K -$2.23K -28 -0.8%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$322K +$9.25K +116 +3%
MIS
236
Morningstar Investment Services
Illinois
$321K +$294K +3,683 New
RPGK
237
Retirement Planning Group (Kansas)
Kansas
$319K +$10.1K +127 +4%
AAS
238
Ameritas Advisory Services
Nebraska
$318K -$179K -2,249 -38%
HWM
239
HB Wealth Management
Georgia
$314K -$2.95K -37 -1%
BFG
240
Bleakley Financial Group
New Jersey
$312K +$19.6K +246 +7%
SW
241
Simplicity Wealth
New Jersey
$312K +$285K +3,578 New
TRIA
242
Trail Ridge Investment Advisors
Colorado
$311K -$3.03K -38 -1%
RIS
243
Retirement Income Solutions
Michigan
$308K -$12.9K -162 -4%
CA
244
Centerpoint Advisors
Massachusetts
$304K
MFWP
245
Mosaic Family Wealth Partners
Missouri
$300K +$30.4K +382 +12%
HI
246
Harbour Investments
Wisconsin
$300K +$34K +426 +14%
IWA
247
IVC Wealth Advisors
Pennsylvania
$295K
IA
248
IFG Advisors
Missouri
$286K -$6.14K -77 -2%
RJA
249
Raymond James & Associates
Florida
$281K +$35.8K +449 +16%
SOS
250
Silver Oak Securities
Tennessee
$279K -$143K -1,791 -36%

MDYG Hedge Fund Activity: Q1 2024 in Review

368 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2024, worth a combined $2.48B — up 39% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MDYG positions and 17 closed out — a net gain of 48 holders — while 128 added to existing stakes and 123 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First National Trust, cutting an estimated $33.9M.

  • 368 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $2.48B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2024, up 39% quarter-over-quarter.
  • 65 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2024 and 17 closed out, a net change of +48 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $233M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2024 was First National Trust, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2024.