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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

364 hedge funds and large institutions have $1.82B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 143 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

1% less funds holding

Funds holding: 368 → 364 (-4)

7.26% less ownership

Funds ownership: 82.2% → 74.94% (-7.3%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

20% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 143

26% less capital invested

Capital invested by funds: $2.48B → $1.82B (-$656M)

Holders
364
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
44
Increased
115
Reduced
143
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$17M
2
LPL Financial
LPL Financial
California
+$12.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$11M
4
AA
Axiom Advisory
California
+$10.7M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$9.18M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$243M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$84.1M
3
Stifel Financial
Stifel Financial
Missouri
-$59.1M
4
TC
TownSquare Capital
Utah
-$54.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
$337K -$146K -1,729 -30%
GLA
227
Good Life Advisors
Pennsylvania
$334K -$17.9K -212 -5%
TVM
228
True Vision MN
Minnesota
$326K +$338 +4 +0.1%
CL
229
Choreo LLC
Illinois
$325K – – –
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$321K – – –
WAG
231
Wallace Advisory Group
California
$321K -$272K -3,221 -46%
IP
232
Ignite Planners
California
$311K -$9.12K -108 -3%
MWA
233
Motive Wealth Advisors
Michigan
$309K -$51.5K -610 -14%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$303K -$6.76K -80 -2%
HWM
235
HB Wealth Management
Georgia
$302K – – –
BFG
236
Bleakley Financial Group
New Jersey
$301K – – –
SW
237
Simplicity Wealth
New Jersey
$301K – – –
CPRC
238
Consolidated Portfolio Review Corp
New York
$299K -$32.6K -386 -10%
HI
239
Harbour Investments
Wisconsin
$299K +$10.1K +119 +3%
RPGK
240
Retirement Planning Group (Kansas)
Kansas
$298K -$9.21K -109 -3%
MFWP
241
Mosaic Family Wealth Partners
Missouri
$282K -$7.35K -87 -3%
CA
242
Centerpoint Advisors
Massachusetts
$281K -$11.9K -141 -4%
FFL
243
Financial Freedom LLC
Ohio
$279K +$280K +3,314 New
BRWA
244
B. Riley Wealth Advisors
Florida
$277K -$162K -1,914 -37%
AWA
245
Arete Wealth Advisors
Illinois
$277K +$279K +3,300 New
IWA
246
IVC Wealth Advisors
Pennsylvania
$276K -$8.87K -105 -3%
ACM
247
Advisors Capital Management
New Jersey
$266K +$71.3K +844 +36%
IA
248
IFG Advisors
Missouri
$266K -$10.1K -119 -4%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$264K -$2.96K -35 -1%
DP
250
Denver PWM
Colorado
$259K -$66.7K -789 -20%
8 9
10
11 12

MDYG Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2024, worth a combined $1.82B — down 26% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of MDYG and 44 opened new positions — a net loss of 1 holder — while 143 trimmed existing stakes and 115 added.

The largest buyer was Avantax Planning Partners, adding an estimated $17M. The largest seller was Envestnet Asset Management, cutting an estimated $243M.

  • 364 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2024, down from 368 in Q1 2024.
  • Funds reported $1.82B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2024, down 26% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2024 and 45 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2024 was Avantax Planning Partners, an estimated $17M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $243M sold.

Based on aggregated 13F filings for Q2 2024.