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State Street SPDR S&P 400 Mid Cap Growth ETF

264 hedge funds and large institutions have $905M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 84

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2% less funds holding

Funds holding: 269264 (-5)

2.51% less ownership

Funds ownership: 71.85%69.35% (-2.5%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

22% less capital invested

Capital invested by funds: $1.17B → $905M (-$261M)

Holders
264
Holders Change
-5
Holders Change %
-1.86%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
32
Increased
101
Reduced
84
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Foresight Wealth Management
Utah
$3.5M +$26.6K +396 +0.7%
Truist Financial
52
Truist Financial
North Carolina
$3.48M +$1.34M +19,998 +54%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$3.37M -$80K -1,189 -2%
SEIA
54
Signature Estate & Investment Advisors
California
$3.29M +$204K +3,036 +6%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$3.08M +$334K +4,966 +11%
PAG
56
Private Advisor Group
New Jersey
$3.08M +$487K +7,240 +17%
SPIA
57
Steward Partners Investment Advisory
New York
$3.04M +$59.5K +885 +2%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$2.92M +$18.1K +269 +0.6%
LWM
59
Laidlaw Wealth Management
New York
$2.85M +$424K +6,302 +16%
GIA
60
Gladstone Institutional Advisory
Florida
$2.84M +$29.6K +440 +1%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$2.73M +$325K +4,834 +12%
IA
62
IFP Advisors
Florida
$2.52M
UBS Group
63
UBS Group
Switzerland
$2.49M -$3.69M -54,865 -57%
IWP
64
IAG Wealth Partners
Wisconsin
$2.43M +$1.65M +24,521 +160%
WA
65
Wambolt & Associates
Colorado
$2.42M -$83.4K -1,240 -3%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.32M -$403K -5,997 -14%
FFG
67
Ford Financial Group
California
$2.23M +$1.67M +24,830 +211%
CA
68
Cetera Advisors
Colorado
$2.15M +$1.92M +28,524 +427%
KTA
69
Keeley-Teton Advisors
Illinois
$2.12M -$9.48K -141 -0.4%
Jane Street
70
Jane Street
New York
$2.12M +$2.34M +34,758 New
IRC
71
Investors Research Corp
Georgia
$2.05M -$1.68K -25 -0.1%
CAG
72
Csenge Advisory Group
Florida
$2.04M +$2.26M +33,543 New
Creative Planning
73
Creative Planning
Kansas
$1.99M -$35K -520 -2%
PSF
74
Pacific Sun Financial
California
$1.96M +$22.9K +340 +1%
DP
75
Denver PWM
Colorado
$1.8M +$34.9K +519 +2%

MDYG Hedge Fund Activity: Q2 2022 in Review

264 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2022, worth a combined $905M — down 22% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MDYG and 32 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 101 added.

The largest buyer was First National Trust, adding an estimated $29.8M. The largest seller was Financial Engines Advisors, cutting an estimated $122M.

  • 264 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $905M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2022 and 37 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2022 was First National Trust, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2022 was Financial Engines Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2022.