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State Street SPDR S&P 400 Mid Cap Growth ETF

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: 1215 (+3)

13% more funds holding

Funds holding: 325368 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$22.6M +$1.52M +19,088 +8%
PAG
27
Private Advisor Group
New Jersey
$21.4M -$8.43M -105,725 -30%
Corient Private Wealth
28
Corient Private Wealth
Florida
$21M -$558K -7,005 -3%
Ameriprise
29
Ameriprise
Minnesota
$18.9M -$3.9M -48,925 -18%
CF
30
Convergence Financial
Missouri
$18.2M -$1.43M -17,881 -8%
RA
31
Rodgers & Associates
Pennsylvania
$17M +$150K +1,884 +1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$16.9M +$1.08M +13,539 +8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$16.9M +$11.4M +143,482 +285%
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
$15.5M -$437K -5,488 -3%
PS
35
Principal Securities
Iowa
$15.5M +$11.3M +142,120 +405%
KW
36
KWB Wealth
California
$14.9M -$544K -6,822 -4%
SFM
37
Signet Financial Management
New Jersey
$14.3M -$325K -4,080 -2%
SWM
38
Shakespeare Wealth Management
Wisconsin
$13.3M -$383K -4,805 -3%
JFA
39
JNBA Financial Advisors
Minnesota
$12.9M -$4.23M -53,098 -26%
Mariner
40
Mariner
Kansas
$12.3M +$1.01M +12,723 +10%
Truist Financial
41
Truist Financial
North Carolina
$11.7M +$297K +3,720 +3%
E
42
ETFidea
New York
$11.1M +$24K +301 +0.2%
Bank of America
43
Bank of America
North Carolina
$10.4M -$166K -2,081 -2%
SWM
44
SFG Wealth Management
Maryland
$9.08M +$725K +9,099 +10%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$9.04M -$2.3M -28,889 -22%
WWA
46
WCG Wealth Advisors
Nevada
$8.37M -$2.79M -35,021 -27%
EFL
47
ERn Financial LLC
Wisconsin
$8.28M -$107K -1,339 -1%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$8.25M +$7.53M +94,467 New
BWG
49
Balanced Wealth Group
Ohio
$8.07M +$14.1M +177,178 +480%
PWMG
50
Prestige Wealth Management Group
New Jersey
$7.46M -$535K -6,713 -7%

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.