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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
IHWM
301
Iron Horse Wealth Management
Iowa
$95.2K -$2.63K -33 -3%
BA
302
Ballast Advisors
Minnesota
$92.4K
AWM
303
Avior Wealth Management
Nebraska
$80.6K +$11.6K +146 +19%
CA
304
CoreCap Advisors
Michigan
$78.6K +$71.8K +901 New
HGERS
305
Householder Group Estate & Retirement Specialist
Arizona
$76.9K +$399 +5 +0.6%
SPIA
306
Steward Partners Investment Advisory
New York
$69.6K
Qube Research & Technologies (QRT)
307
Qube Research & Technologies (QRT)
United Kingdom
$61.5K -$34.7K -435 -38%
UB
308
UMB Bank
Missouri
$57.9K
AIM
309
Arcadia Investment Management
Michigan
$56.7K
FGAM
310
Financial Gravity Asset Management
Texas
$53.9K +$47.9K +601 +3,339%
PMFA
311
Plante Moran Financial Advisors
Michigan
$49.6K -$15.1K -190 -25%
HWM
312
Horizons Wealth Management
North Carolina
$49K
CAL
313
Capital Analysts LLC
Pennsylvania
$47K +$12.8K +161 +42%
CWP
314
Concord Wealth Partners
Virginia
$46K
RFS
315
Richardson Financial Services
Massachusetts
$42.2K +$38.6K +484 New
BCMLT
316
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.6K
FRA
317
Front Row Advisors
California
$39.3K
GI
318
Gradient Investments
Minnesota
$37.7K -$3.19K -40 -8%
BFPW
319
BOK Financial Private Wealth
Colorado
$37.6K
AIM
320
Anchor Investment Management
South Carolina
$37.2K
JWA
321
JFS Wealth Advisors
Pennsylvania
$34.7K +$80 +1 +0.3%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$32.7K
BWP
323
Baldwin Wealth Partners
Massachusetts
$31.4K
CA
324
Continuum Advisory
Idaho
$31.2K +$28.9K +362 New
CJ
325
Caitlin John
Michigan
$27.1K

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.