We are live on ! Find out more
MDYG icon

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

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: 12 → 15 (+3)

13% more funds holding

Funds holding: 325 → 368 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$233M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$75.7M
3
BCI
Brinker Capital Investments
Pennsylvania
+$30.6M
4
OPS
Orion Portfolio Solutions
Nebraska
+$30.6M
5
TCM
Tradewinds Capital Management
Washington
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
FNT
First National Trust
Pennsylvania
-$33.9M
2
PPW
Parcion Private Wealth
Washington
-$27.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.7M
4
PAG
Private Advisor Group
New Jersey
-$8.43M
5
LPL Financial
LPL Financial
California
-$8.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
276
Cabot Wealth Management
Massachusetts
$224K +$205K +2,571 New
ST
277
Somerset Trust
Pennsylvania
$223K +$204K +2,560 New
PIAS
278
PCA Investment Advisory Services
Ohio
$223K +$204K +2,559 New
RA
279
RFG Advisory
Alabama
$218K +$199K +2,502 New
KWA
280
Kingswood Wealth Advisors
California
$218K -$105K -1,314 -35%
BWA
281
Burt Wealth Advisors
Maryland
$215K +$196K +2,460 New
VFA
282
Valeo Financial Advisors
Indiana
$211K +$202K +2,534 New
IAIM
283
International Assets Investment Management
Florida
$209K +$192K +2,408 New
VCM
284
Virtue Capital Management
Tennessee
$204K +$194K +2,432 New
ACM
285
Advisors Capital Management
New Jersey
$203K +$185K +2,326 New
BFA
286
Beacon Financial Advisory
Ohio
$203K +$185K +2,325 New
DP
287
Denver PWM
Colorado
$201K -$88K -1,104 -22%
GT
288
Greenleaf Trust
Michigan
$201K +$184K +2,308 New
FHA
289
Flagship Harbor Advisors
Massachusetts
$201K +$184K +2,304 New
CTFG
290
Capstone Triton Financial Group
Oklahoma
$201K -$31.3K -393 -15%
CFD
291
Creative Financial Designs
Indiana
$188K +$55.6K +697 +48%
SWA
292
SOA Wealth Advisors
New York
$177K -$39.7K -498 -20%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$171K +$157K +1,965 New
MCM
294
MidAtlantic Capital Management
Virginia
$162K – – –
PGAM
295
Princeton Global Asset Management
New Jersey
$137K -$106K -1,330 -46%
TAM
296
Tucker Asset Management
Colorado
$137K +$125K +1,564 New
PTC
297
Private Trust Company
Ohio
$130K -$23.1K -290 -16%
TFGT
298
TS Financial Group (TSFG)
Illinois
$122K – – –
HCM
299
Hollencrest Capital Management
California
$113K – – –
DFA
300
DHJJ Financial Advisors
Illinois
$107K – – –
10 11
12
13 14

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.