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State Street SPDR S&P 400 Mid Cap Growth ETF

264 hedge funds and large institutions have $905M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 84

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2% less funds holding

Funds holding: 269264 (-5)

2.51% less ownership

Funds ownership: 71.85%69.35% (-2.5%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

22% less capital invested

Capital invested by funds: $1.17B → $905M (-$261M)

Holders
264
Holders Change
-5
Holders Change %
-1.86%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
32
Increased
101
Reduced
84
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
276
HSBC Holdings
United Kingdom
-$231K -3,116 Closed
Bank of New York Mellon
277
Bank of New York Mellon
New York
-$231K -3,107 Closed
CG
278
Colony Group
Massachusetts
-$228K -3,067 Closed
AAS
279
Ameritas Advisory Services
Nebraska
-$226K -3,048 Closed
PMG
280
ProVise Management Group
Florida
-$226K -3,041 Closed
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
-$225K -3,029 Closed
FIM
282
Fernwood Investment Management
Massachusetts
-$223K -3,006 Closed
HCWM
283
Harrison & Co Wealth Management
Virginia
-$215K -2,900 Closed
BA
284
Bristlecone Advisors
Washington
-$215K -2,895 Closed
IAIM
285
International Assets Investment Management
Florida
-$214K -2,884 Closed
BF
286
BOK Financial
Oklahoma
-$207K -2,800 Closed
6F
287
626 Financial
Michigan
-$206K -2,777 Closed
FHC
288
First Heartland Consultants
Missouri
-$203K -2,747 Closed
OFG
289
Oxford Financial Group
Indiana
-$186K -2,500 Closed
LAS
290
Lloyd Advisory Services
Georgia
-$182K -2,458 Closed
FAG
291
Fortitude Advisory Group
Washington
-$57K -766 Closed
MCC
292
Money Concepts Capital
Florida
-$56K -758 Closed
S
293
SignatureFD
Georgia
-$53K -711 Closed
EWM
294
EPG Wealth Management
Georgia
-$44K -592 Closed
RFWA
295
RPg Family Wealth Advisory
Massachusetts
-$40.5K -546 Closed
PFS
296
Prospera Financial Services
Texas
-$24K -329 Closed
SAM
297
Strategic Asset Management
Minnesota
-$6K -82 Closed
EWA
298
EverSource Wealth Advisors
Alabama
-$1K -20 Closed

MDYG Hedge Fund Activity: Q2 2022 in Review

264 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2022, worth a combined $905M — down 22% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MDYG and 32 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 101 added.

The largest buyer was First National Trust, adding an estimated $29.8M. The largest seller was Financial Engines Advisors, cutting an estimated $122M.

  • 264 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $905M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2022 and 37 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2022 was First National Trust, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2022 was Financial Engines Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2022.