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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
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$277K +$2.87K +36 +1%
SFP
252
Sterling Financial Planning
New Jersey
$272K
GM
253
GeoWealth Management
Illinois
$272K +$248K +3,115 New
AAS
254
Avantax Advisory Services
Texas
$264K +$242K +3,030 New
HNB
255
Huntington National Bank
Ohio
$264K
FHC
256
First Heartland Consultants
Missouri
$254K -$24.3K -305 -9%
CW
257
CreativeOne Wealth
Kansas
$254K +$232K +2,912 New
RPCONE
258
Retirement Planning Company of New England
Rhode Island
$254K -$12K -150 -5%
EFG
259
Embree Financial Group
Illinois
$253K -$38.2K -479 -14%
Bank of New York Mellon
260
Bank of New York Mellon
New York
$248K +$15.4K +193 +7%
FPAS
261
Focus Partners Advisor Solutions
Missouri
$246K +$224K +2,812 New
TRCT
262
Tower Research Capital (TRC)
New York
$244K +$145K +1,816 +185%
SAW
263
Signal Advisors Wealth
Michigan
$243K +$222K +2,789 New
BW
264
Basepoint Wealth
Iowa
$243K +$222K +2,788 New
PPP
265
Private Portfolio Partners
New Jersey
$243K +$638 +8 +0.3%
MWM
266
Maltin Wealth Management
New Jersey
$241K +$220K +2,766 New
FWM
267
Fingerlakes Wealth Management
New York
$240K +$80 +1 +0%
ITB
268
Idaho Trust Bank
Idaho
$240K +$219K +2,753 New
BFA
269
Beaumont Financial Advisors
Massachusetts
$239K
GT
270
Glenmede Trust
Pennsylvania
$238K
IAA
271
Independent Advisor Alliance
North Carolina
$235K +$215K +2,696 New
CHA
272
Carmichael Hill & Associates
Maryland
$234K -$3.19K -40 -1%
GA
273
Goldstein Advisors
Wisconsin
$231K +$211K +2,641 New
HSA
274
HBK Sorce Advisory
Pennsylvania
$230K -$35.2K -442 -14%
FIM
275
Fernwood Investment Management
Massachusetts
$227K +$207K +2,596 New

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.