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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
IWC
251
Integrated Wealth Concepts
Massachusetts
$256K -$82.6K -978 -24%
HNB
252
Huntington National Bank
Ohio
$254K – – –
AWM
253
Aviso Wealth Management
Washington
$253K -$57.3K -678 -18%
IAA
254
Independent Advisor Alliance
North Carolina
$251K +$24.9K +295 +11%
Northern Trust
255
Northern Trust
Illinois
$247K +$248K +2,941 New
RPCONE
256
Retirement Planning Company of New England
Rhode Island
$245K – – –
SFP
257
Sterling Financial Planning
New Jersey
$237K -$25.8K -306 -10%
EFG
258
Embree Financial Group
Illinois
$234K -$9.29K -110 -4%
MWM
259
Maltin Wealth Management
New Jersey
$233K +$591 +7 +0.3%
FWM
260
Fingerlakes Wealth Management
New York
$232K +$591 +7 +0.3%
TRIA
261
Trail Ridge Investment Advisors
Colorado
$230K -$69.2K -819 -23%
GT
262
Glenmede Trust
Pennsylvania
$229K – – –
CHA
263
Carmichael Hill & Associates
Maryland
$222K -$3.21K -38 -1%
GA
264
Goldstein Advisors
Wisconsin
$222K – – –
HSA
265
HBK Sorce Advisory
Pennsylvania
$221K -$676 -8 -0.3%
FTS
266
Fifth Third Securities
Ohio
$218K +$220K +2,599 New
FIM
267
Fernwood Investment Management
Massachusetts
$218K – – –
DWM
268
Diversify Wealth Management
Utah
$216K +$225K +2,666 New
BW
269
Basepoint Wealth
Iowa
$215K -$19.1K -226 -8%
PIAS
270
PCA Investment Advisory Services
Ohio
$215K +$84 +1 +0%
ST
271
Somerset Trust
Pennsylvania
$214K -$845 -10 -0.4%
BFA
272
Beaumont Financial Advisors
Massachusetts
$213K -$17.2K -204 -7%
NG
273
Norden Group
Utah
$213K -$616K -7,293 -74%
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$205K +$206K +2,438 New
KWA
275
Kingswood Wealth Advisors
California
$203K -$6.93K -82 -3%
9 10
11
12 13

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.