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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
IAIM
276
International Assets Investment Management
Florida
$202K – – –
VFA
277
Valeo Financial Advisors
Indiana
$202K -$11.4K -135 -5%
William Blair & Company
278
William Blair & Company
Illinois
$193K +$173K +2,050 +840%
PGAM
279
Princeton Global Asset Management
New Jersey
$178K +$45.9K +543 +35%
Qube Research & Technologies (QRT)
280
Qube Research & Technologies (QRT)
United Kingdom
$175K +$116K +1,377 +196%
SWA
281
SOA Wealth Advisors
New York
$170K +$422 +5 +0.2%
US Bancorp
282
US Bancorp
Minnesota
$170K -$310K -3,670 -65%
TAM
283
Tucker Asset Management
Colorado
$161K +$29.3K +347 +22%
PTC
284
Private Trust Company
Ohio
$160K +$34.3K +406 +27%
MCM
285
MidAtlantic Capital Management
Virginia
$156K – – –
CFD
286
Creative Financial Designs
Indiana
$154K -$27.2K -322 -15%
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$150K -$14.4K -170 -9%
TFGT
288
TS Financial Group (TSFG)
Illinois
$118K – – –
AIM
289
Arcadia Investment Management
Michigan
$118K +$63.4K +750 +115%
HCM
290
Hollencrest Capital Management
California
$109K – – –
CA
291
CoreCap Advisors
Michigan
$109K +$32.9K +390 +43%
DFA
292
DHJJ Financial Advisors
Illinois
$103K – – –
IHWM
293
Iron Horse Wealth Management
Iowa
$91.7K – – –
BA
294
Ballast Advisors
Minnesota
$89K – – –
SPIA
295
Steward Partners Investment Advisory
New York
$69K +$2.03K +24 +3%
HGERS
296
Householder Group Estate & Retirement Specialist
Arizona
$67K -$6.17K -73 -8%
TCWA
297
Turtle Creek Wealth Advisors
Texas
$64.1K +$64.4K +762 New
Russell Investments Group
298
Russell Investments Group
United Kingdom
$61.6K +$61.9K +733 New
UB
299
UMB Bank
Missouri
$55.7K – – –
HWM
300
Horizons Wealth Management
North Carolina
$55.6K – – –
10 11
12
13 14

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.