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State Street SPDR S&P 400 Mid Cap Growth ETF

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: 1315 (+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: 364369 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$20.3M +$5.92M +69,391 +43%
CF
27
Convergence Financial
Missouri
$19.9M +$1.62M +19,011 +9%
ML
28
McAdam LLC
Pennsylvania
$19.6M -$5.36M -62,773 -22%
Corient Private Wealth
29
Corient Private Wealth
Florida
$18M -$1.69M -19,845 -9%
RA
30
Rodgers & Associates
Pennsylvania
$16.8M -$151K -1,770 -0.9%
SWM
31
Shakespeare Wealth Management
Wisconsin
$16.5M +$1.36M +15,973 +9%
SBH
32
Segall Bryant & Hamill
Illinois
$14.6M +$14.2M +166,164 New
CCMG
33
Clark Capital Management Group
Pennsylvania
$14.4M -$4.31M -50,454 -24%
KW
34
KWB Wealth
California
$14.4M +$404K +4,728 +3%
Mariner
35
Mariner
Kansas
$13.9M +$584K +6,845 +5%
SFM
36
Signet Financial Management
New Jersey
$13.4M -$69.8K -818 -0.5%
Truist Financial
37
Truist Financial
North Carolina
$12.9M +$399K +4,668 +3%
Osaic Holdings
38
Osaic Holdings
Arizona
$11.4M -$7.44M -87,137 -40%
E
39
ETFidea
New York
$11.2M
AA
40
Axiom Advisory
California
$11.1M +$201K +2,359 +2%
CSPAM
41
Cary Street Partners Asset Management
Virginia
$11M +$10.7M +125,486 New
JFA
42
JNBA Financial Advisors
Minnesota
$10.4M -$720K -8,428 -7%
BWG
43
Balanced Wealth Group
Ohio
$9.97M -$9.61M -112,514 -50%
SWM
44
SFG Wealth Management
Maryland
$9.93M +$453K +5,310 +5%
EFL
45
ERn Financial LLC
Wisconsin
$9.46M +$443K +5,192 +5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$9.3M +$130K +1,521 +1%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$9.26M +$1.68M +19,695 +23%
UBS Group
48
UBS Group
Switzerland
$8.51M +$1.79M +21,000 +28%
ICMM
49
Integrated Capital Management (Michigan)
Michigan
$8.1M +$7.88M +92,340 New
WWA
50
WCG Wealth Advisors
Nevada
$7.98M -$475K -5,568 -6%

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.