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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
Deutsche Bank
301
Deutsche Bank
Germany
$48.9K +$49.2K +582 New
PMFA
302
Plante Moran Financial Advisors
Michigan
$47.8K – – –
TRCT
303
Tower Research Capital (TRC)
New York
$45.9K -$190K -2,253 -80%
CAL
304
Capital Analysts LLC
Pennsylvania
$45K – – –
CWP
305
Concord Wealth Partners
Virginia
$44.3K – – –
BCMLT
306
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.1K – – –
TSMHT
307
Thurston Springer Miller Herd & Titak
Indiana
$39.7K +$39.9K +472 New
FRA
308
Front Row Advisors
California
$37.8K – – –
BFPW
309
BOK Financial Private Wealth
Colorado
$36.2K – – –
AIM
310
Anchor Investment Management
South Carolina
$35.8K – – –
JWA
311
JFS Wealth Advisors
Pennsylvania
$33.5K +$84 +1 +0.3%
TCM
312
Tradewinds Capital Management
Washington
$32.8K -$29.2M -345,798 -100%
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$31.5K +$84 +1 +0.3%
SWP
314
SIMA Wealth Partners
Virginia
$30.4K +$30.6K +362 New
BWP
315
Baldwin Wealth Partners
Massachusetts
$30.3K – – –
MFS
316
Mattson Financial Services
Michigan
$30.1K +$30.2K +358 New
FFA
317
Farther Finance Advisors
California
$27.6K +$28K +332 New
CJ
318
Caitlin John
Michigan
$26.1K – – –
FLPIM
319
F.L. Putnam Investment Management
Massachusetts
$26K +$26.1K +309 New
FCMT
320
Founders Capital Management (Texas)
Texas
$23.9K – – –
MRCM
321
M&R Capital Management
New Jersey
$23.5K – – –
MA
322
MCF Advisors
Kentucky
$23K +$23.1K +274 New
OCM
323
Orion Capital Management
California
$22.7K – – –
PA
324
PSI Advisors
Florida
$22.4K +$8.53K +101 +61%
AF
325
Advisornet Financial
Minnesota
$22.4K – – –
11 12
13
14 15

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.