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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
S
351
Sachetta
Massachusetts
$3.75K – – –
HGA
352
Hobbs Group Advisors
South Carolina
$2.61K +$2.62K +31 New
MWA
353
MFA Wealth Advisors
Pennsylvania
$2.44K +$2.45K +29 New
AIC
354
Archer Investment Corporation
Indiana
$2.35K – – –
CMA
355
Cedar Mountain Advisors
Oregon
$2.27K – – –
NS
356
NBC Securities
Alabama
$2K – – –
AAP
357
Arax Advisory Partners
Colorado
$1.97K – – –
PCMC
358
Planning Capital Management Corporation
Pennsylvania
$1.65K – – –
GEA
359
Glen Eagle Advisors
New Jersey
$1.34K – – –
TWP
360
Triad Wealth Partners
Kansas
$1.34K +$1.35K +16 New
HPC
361
HM Payson & Co
Maine
$1.09K +$1.1K +13 New
FHC
362
First Heartland Consultants
Missouri
$917 +$676K +7,998 +274%
CP
363
Castleview Partners
Texas
$504 – – –
AssetMark Inc
364
AssetMark Inc
California
$168 -$1.52K -18 -90%
NC
365
NewSquare Capital
Pennsylvania
$71 – – –
KFS
366
Kelly Financial Services
Massachusetts
$7 -$534K -6,320 Closed
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
– -$8.25M -94,467 Closed
BWP
368
Bernardo Wealth Planning
Pennsylvania
– -$4.47M -51,216 Closed
SWM
369
SigFig Wealth Management
California
– -$3.69M -42,289 Closed
BA
370
Bellwether Advisors
Nebraska
– -$2.9M -33,223 Closed
IF
371
Intrua Financial
Texas
– -$2.15M -24,603 Closed
CRI
372
Colonial River Investments
Virginia
– -$1.16M -13,334 Closed
DAS
373
Diversify Advisory Services
Utah
– -$1.11M -12,792 Closed
GWM
374
Gibbs Wealth Management
Georgia
– -$1M -11,510 Closed
LNC
375
Lincoln National Corp
Pennsylvania
– -$909K -10,411 Closed
13 14
15
16 17

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.