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State Street SPDR S&P 400 Mid Cap Growth ETF

269 hedge funds and large institutions have $1.17B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 92

1.04% more ownership

Funds ownership: 70.81%71.85% (+1%)

5% less funds holding

Funds holding: 283269 (-14)

6% less capital invested

Capital invested by funds: $1.24B → $1.17B (-$71.6M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
269
Holders Change
-14
Holders Change %
-4.95%
% of All Funds
4.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
105
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
E
26
ETFidea
New York
$9.86M +$694K +9,385 +8%
Morgan Stanley
27
Morgan Stanley
New York
$9.7M +$32K +433 +0.3%
SWM
28
Shakespeare Wealth Management
Wisconsin
$9.44M +$582K +7,871 +7%
CIM
29
Confluence Investment Management
Missouri
$8.86M +$1.67M +22,554 +23%
TF
30
TIAA FSB
Florida
$8.55M +$3.96M +53,487 +87%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.22M +$47.7K +645 +0.6%
DI
32
Diligent Investors
California
$7.61M +$323K +4,369 +4%
PWMG
33
Prestige Wealth Management Group
New Jersey
$7.23M +$214K +2,888 +3%
KWM
34
Kingsview Wealth Management
Oregon
$7.19M -$264K -3,562 -4%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$7.12M +$6.89M +93,136 +3,025%
UBS Group
36
UBS Group
Switzerland
$7.1M +$126K +1,708 +2%
Mariner
37
Mariner
Kansas
$7.07M +$295K +3,993 +4%
Wells Fargo
38
Wells Fargo
California
$7.07M -$1.47M -19,806 -17%
PPW
39
Parcion Private Wealth
Washington
$6.42M +$6.41M +86,578 New
CWA
40
Clarus Wealth Advisors
Arizona
$6.03M -$3.39M -45,836 -35%
APP
41
Avantax Planning Partners
Iowa
$6.01M -$89.3K -1,207 -1%
V
42
Veritable
Delaware
$5.76M +$1.47M +19,890 +34%
MMA
43
Miracle Mile Advisors
California
$5.26M +$52.7K +712 +1%
WFPG
44
Waller Financial Planning Group
Ohio
$5.23M +$185K +2,500 +4%
KOC
45
Koss-Olinger Consulting
Florida
$4.95M -$467K -6,309 -9%
WP
46
WealthShield Partners
North Carolina
$4.75M +$4.73M +63,978 New
TWP
47
Total Wealth Planning
Ohio
$4.59M -$1.9M -25,685 -29%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$4.51M -$583K -7,885 -11%
FWM
49
Foresight Wealth Management
Utah
$4.24M -$47.4K -641 -1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$4.2M -$77.6K -1,049 -2%

MDYG Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2022, worth a combined $1.17B — down 5.8% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MDYG and 22 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 105 added.

The largest buyer was Mercer Global Advisors, adding an estimated $11.1M. The largest seller was LPL Financial, cutting an estimated $10.4M.

  • 269 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2022, down from 283 in Q4 2021.
  • Funds reported $1.17B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $11.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2022 was LPL Financial, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2022.