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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
MAM
351
MMA Asset Management
Pennsylvania
$5.2K +$4.78K +60 New
RIA
352
Realta Investment Advisors
Delaware
$5.02K +$4.54K +57 New
ACA
353
Aptus Capital Advisors
Alabama
$4.71K +$4.3K +54 New
HWA
354
HHM Wealth Advisors
Tennessee
$4.63K +$4.22K +53 New
S
355
Sachetta
Massachusetts
$3.25K – – –
GWSG
356
GPS Wealth Strategies Group
Colorado
$3.09K – – –
EWM
357
Evermay Wealth Management
Virginia
$2.78K +$2.55K +32 New
BL
358
BFSG LLC
California
$2.44K +$2.23K +28 New
AIC
359
Archer Investment Corporation
Indiana
$2.44K – – –
CMA
360
Cedar Mountain Advisors
Oregon
$2.36K – – –
AAP
361
Arax Advisory Partners
Colorado
$2.04K -$4.07K -51 -69%
NS
362
NBC Securities
Alabama
$2K – – –
AssetMark Inc
363
AssetMark Inc
California
$1.75K -$99.4K -1,247 -98%
PCMC
364
Planning Capital Management Corporation
Pennsylvania
$1.71K +$80 +1 +5%
GEA
365
Glen Eagle Advisors
New Jersey
$1.4K – – –
AW
366
Avion Wealth
Texas
$1K – – –
HDIM
367
Hanson & Doremus Investment Management
Vermont
$1K +$1.2K +15 New
CP
368
Castleview Partners
Texas
$524 – – –
PCMC
369
Private Capital Management (Colorado)
Colorado
$88 +$80 +1 New
NC
370
NewSquare Capital
Pennsylvania
$73 +$80 +1 New
KOC
371
Koss-Olinger Consulting
Florida
– -$4.49M -59,350 Closed
TCMP
372
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$2.56M -33,789 Closed
NFA
373
Northwest Financial Advisors
Virginia
– -$522K -6,892 Closed
CCM
374
Crabel Capital Management
California
– -$387K -5,112 Closed
Citadel Advisors
375
Citadel Advisors
Florida
– -$274K -3,626 Closed
12 13 14
15
16

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.