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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
MSG
326
Main Street Group
Virginia
$21.5K +$21.9K +259 New
PB
327
Pinnacle Bancorp
Nebraska
$21.4K +$6.34K +75 +42%
AA
328
AlphaMark Advisors
Kentucky
$18K +$17.9K +212 New
SAM
329
Smartleaf Asset Management
Massachusetts
$17.8K – – –
TCM
330
TD Capital Management
Tennessee
$17.7K – – –
CIAS
331
Capital Investment Advisory Services
North Carolina
$16.7K – – –
PPWM
332
PFG Private Wealth Management
Florida
$15.6K – – –
CA
333
Crewe Advisors
Utah
$15.1K -$507 -6 -3%
CA
334
Clearstead Advisors
Ohio
$15K +$15K +178 New
PA
335
Pineridge Advisors
Missouri
$13.7K – – –
SS
336
Sunbelt Securities
Texas
$13.5K – – –
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$12.2K – – –
KA
338
Kozak & Associates
Colorado
$12.1K – – –
Bessemer Group
339
Bessemer Group
New Jersey
$12K +$12.2K +145 New
APC
340
Aspire Private Capital
North Carolina
$11.5K – – –
GWSG
341
GPS Wealth Strategies Group
Colorado
$10.4K +$7.52K +89 +254%
CTWM
342
Cherry Tree Wealth Management
Minnesota
$9.84K – – –
WIM
343
Westside Investment Management
California
$9.16K – – –
CIA
344
Cape Investment Advisory
Georgia
$8.69K -$2.96K -35 -25%
ACM
345
Anfield Capital Management
California
$8.24K +$8.28K +98 New
AWM
346
Angeles Wealth Management
California
$6.81K – – –
RIA
347
Realta Investment Advisors
Delaware
$4.84K +$84 +1 +2%
ATPW
348
Ashton Thomas Private Wealth
Arizona
$4.54K +$4.56K +54 New
HWA
349
HHM Wealth Advisors
Tennessee
$4.46K – – –
VNA
350
Valley National Advisers
Pennsylvania
$4K +$4.73K +56 New
12 13
14
15 16

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.