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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
AWAU
376
Alliance Wealth Advisors (Utah)
Utah
– -$597K -6,841 Closed
BTWM
377
Baker Tilly Wealth Management
Wisconsin
– -$514K -5,893 Closed
NCFG
378
New Century Financial Group
New Jersey
– -$503K -5,766 Closed
BWA
379
Beam Wealth Advisors
Louisiana
– -$435K -4,986 Closed
PI
380
PFG Investments
New York
– -$344K -3,947 Closed
MIS
381
Morningstar Investment Services
Illinois
– -$321K -3,683 Closed
RIS
382
Retirement Income Solutions
Michigan
– -$308K -3,525 Closed
GM
383
GeoWealth Management
Illinois
– -$272K -3,115 Closed
CW
384
CreativeOne Wealth
Kansas
– -$254K -2,912 Closed
Bank of New York Mellon
385
Bank of New York Mellon
New York
– -$248K -2,838 Closed
FPAS
386
Focus Partners Advisor Solutions
Missouri
– -$246K -2,812 Closed
SAW
387
Signal Advisors Wealth
Michigan
– -$243K -2,789 Closed
PPP
388
Private Portfolio Partners
New Jersey
– -$243K -2,786 Closed
ITB
389
Idaho Trust Bank
Idaho
– -$240K -2,753 Closed
CWM
390
Cabot Wealth Management
Massachusetts
– -$224K -2,571 Closed
RA
391
RFG Advisory
Alabama
– -$218K -2,502 Closed
BWA
392
Burt Wealth Advisors
Maryland
– -$215K -2,460 Closed
VCM
393
Virtue Capital Management
Tennessee
– -$204K -2,432 Closed
BFA
394
Beacon Financial Advisory
Ohio
– -$203K -2,325 Closed
GT
395
Greenleaf Trust
Michigan
– -$201K -2,308 Closed
FHA
396
Flagship Harbor Advisors
Massachusetts
– -$201K -2,304 Closed
CTFG
397
Capstone Triton Financial Group
Oklahoma
– -$201K -2,303 Closed
FGAM
398
Financial Gravity Asset Management
Texas
– -$53.9K -619 Closed
RFS
399
Richardson Financial Services
Massachusetts
– -$42.2K -484 Closed
CA
400
Continuum Advisory
Idaho
– -$31.2K -362 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.