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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

369 hedge funds and large institutions have $2.05B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

13% more capital invested

Capital invested by funds: $1.82B → $2.05B (+$233M)

1.64% more ownership

Funds ownership: 74.94% → 76.58% (+1.6%)

1% more funds holding

Funds holding: 364 → 369 (+5)

4% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 135

Holders
369
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
5.3%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
130
Reduced
135
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BEI
Benjamin Edwards Inc
Missouri
+$83.5M
2
Stifel Financial
Stifel Financial
Missouri
+$60.7M
3
TCM
Tradewinds Capital Management
Washington
+$26.8M
4
CIM
Confluence Investment Management
Missouri
+$26M
5
IAIM
International Assets Investment Management
Florida
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$25.2M
2
AWM
AE Wealth Management
Kansas
-$16.3M
3
BWG
Balanced Wealth Group
Ohio
-$9.61M
4
FIA
Foundations Investment Advisors
Arizona
-$8.21M
5
Osaic Holdings
Osaic Holdings
Arizona
-$7.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
351
GPS Wealth Strategies Group
Colorado
$7.31K -$3.5K -41 -33%
AWM
352
Angeles Wealth Management
California
$7.11K – – –
HWA
353
HHM Wealth Advisors
Tennessee
$4.65K – – –
VNA
354
Valley National Advisers
Pennsylvania
$4K – – –
S
355
Sachetta
Massachusetts
$3.79K – – –
PFG
356
Peterson Financial Group
Iowa
$2.83K +$2.73K +32 New
HGA
357
Hobbs Group Advisors
South Carolina
$2.72K – – –
AIC
358
Archer Investment Corporation
Indiana
$2.46K – – –
IAIM
359
International Assets Investment Management
Florida
$2.41K +$17.8M +208,860 +8,674%
CMA
360
Cedar Mountain Advisors
Oregon
$2.37K – – –
MWA
361
MFA Wealth Advisors
Pennsylvania
$2.37K -$171 -2 -7%
WT
362
Whittier Trust
California
$2.19K +$2.13K +25 New
AAP
363
Arax Advisory Partners
Colorado
$2.06K +$85 +1 +4%
NS
364
NBC Securities
Alabama
$2K – – –
WSFS
365
Wilmington Savings Fund Society
Delaware
$1.84K +$1.79K +21 New
PCMC
366
Planning Capital Management Corporation
Pennsylvania
$1.72K – – –
GEA
367
Glen Eagle Advisors
New Jersey
$1.4K – – –
RIA
368
Realta Investment Advisors
Delaware
$1.07K -$3.93K -46 -79%
AssetMark Inc
369
AssetMark Inc
California
$175 – – –
NC
370
NewSquare Capital
Pennsylvania
$74 – – –
Two Sigma Advisers
371
Two Sigma Advisers
New York
– -$6.26M -74,500 Closed
EWM
372
Executive Wealth Management
Michigan
– -$6.07M -72,162 Closed
PP
373
Prudential plc
United Kingdom
– -$982K -11,678 Closed
GS
374
GTS Securities
New York
– -$656K -7,799 Closed
GI
375
Gradient Investments
Minnesota
– -$572K -6,801 Closed
12 13 14
15
16

MDYG Hedge Fund Activity: Q3 2024 in Review

369 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2024, worth a combined $2.05B — up 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MDYG positions and 29 closed out — a net gain of 7 holders — while 130 added to existing stakes and 135 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $83.5M. The largest seller was Financial Engines Advisors, cutting an estimated $25.2M.

  • 369 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2024, up from 364 in Q2 2024.
  • Funds reported $2.05B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 36 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2024 and 29 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $83.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2024 was Financial Engines Advisors, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.