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State Street SPDR S&P 400 Mid Cap Growth ETF

379 hedge funds and large institutions have $1.87B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 137 increasing their positions, 146 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% less ownership

Funds ownership: 75.73%75.25% (-0.48%)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

6% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 146

2% less funds holding

Funds holding: 388379 (-9)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

64% less capital invested

Capital invested by funds: $5.14B → $1.87B (-$3.27B)

Holders
379
Holders Change
-9
Holders Change %
-2.32%
% of All Funds
5.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
31
Increased
137
Reduced
146
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
26
Parcion Private Wealth
Washington
$16.3M -$53.9M -627,162 -75%
SWM
27
Shakespeare Wealth Management
Wisconsin
$15.8M +$987K +11,472 +6%
RA
28
Rodgers & Associates
Pennsylvania
$15.5M +$555K +6,458 +3%
ML
29
McAdam LLC
Pennsylvania
$15.3M -$1.54M -17,915 -8%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$15.3M +$4.49M +52,198 +37%
KW
31
KWB Wealth
California
$13.8M -$704K -8,187 -5%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$13.4M +$4.35M +50,619 +43%
Mariner
33
Mariner
Kansas
$13.1M -$194K -2,255 -1%
CSP
34
Cary Street Partners
Virginia
$12.7M -$223K -2,587 -2%
Truist Financial
35
Truist Financial
North Carolina
$11.8M +$67.3K +782 +0.5%
Corient Private Wealth
36
Corient Private Wealth
Florida
$11.5M -$1.25M -14,573 -9%
SBH
37
Segall Bryant & Hamill
Illinois
$11.3M -$1.34M -15,573 -10%
TIAA Trust, National Association
38
TIAA Trust, National Association
North Carolina
$11.3M -$8.1M -94,119 -40%
FIA
39
Foundations Investment Advisors
Arizona
$11.2M +$632K +7,343 +5%
SFM
40
Signet Financial Management
New Jersey
$10.4M -$1.55M -18,000 -12%
SWM
41
SFG Wealth Management
Maryland
$10.4M +$533K +6,200 +5%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$10.3M +$4.54M +52,797 +68%
BWG
43
Balanced Wealth Group
Ohio
$9.51M -$310K -3,600 -3%
JFA
44
JNBA Financial Advisors
Minnesota
$8.87M -$460K -5,350 -5%
EFL
45
ERn Financial LLC
Wisconsin
$8.41M -$147K -1,704 -2%
Osaic Holdings
46
Osaic Holdings
Arizona
$7.88M -$657K -7,641 -7%
ICMM
47
Integrated Capital Management (Michigan)
Michigan
$7.8M +$227K +2,642 +3%
TC
48
TownSquare Capital
Utah
$7.48M +$422K +4,902 +5%
UBS Group
49
UBS Group
Switzerland
$7.33M -$28K -325 -0.4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$6.51M +$93.8K +1,090 +1%

MDYG Hedge Fund Activity: Q1 2025 in Review

379 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2025, worth a combined $1.87B — down 64% from $5.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MDYG and 31 opened new positions — a net loss of 1 holder — while 146 trimmed existing stakes and 137 added.

The largest buyer was Citigroup, adding an estimated $35.1M. The largest seller was Parcion Private Wealth, cutting an estimated $53.9M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2025, down from 388 in Q4 2024.
  • Funds reported $1.87B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2025, down 64% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2025 and 32 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2025 was Citigroup, an estimated $35.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2025 was Parcion Private Wealth, an estimated $53.9M sold.

Based on aggregated 13F filings for Q1 2025.