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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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$7.15M +$2.46M +28,780 +55%
TC
52
TownSquare Capital
Utah
$7.04M -$20.1K -235 -0.3%
PWMG
53
Prestige Wealth Management Group
New Jersey
$7.03M -$204K -2,392 -3%
DI
54
Diligent Investors
California
$6.95M -$138K -1,615 -2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$6.8M -$1.02M -11,922 -13%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$6.75M -$858K -10,047 -12%
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$6.42M +$17.6K +206 +0.3%
PIA
58
Perennial Investment Advisors
California
$6.36M -$879K -10,295 -12%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$5.79M -$172K -2,011 -3%
MBI
60
May Barnhard Investments
Maryland
$5.7M -$329K -3,853 -6%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$5.26M -$1.4M -16,456 -22%
TWP
62
Total Wealth Planning
Ohio
$5.07M -$128K -1,495 -3%
WP
63
WealthShield Partners
North Carolina
$5.01M -$296K -3,463 -6%
WFPG
64
Waller Financial Planning Group
Ohio
$4.94M +$200K +2,345 +4%
KOC
65
Koss-Olinger Consulting
Florida
$4.86M -$88.2K -1,033 -2%
GFG
66
Goldstone Financial Group
Illinois
$4.77M +$657K +7,698 +16%
SPWG
67
Syntegra Private Wealth Group
Missouri
$4.56M -$34K -398 -0.8%
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$4.49M +$529K +6,191 +14%
OPPS
69
Obsidian Personal Planning Solutions
Maryland
$4.45M +$4.39M +51,371 New
CPIG
70
Chicago Partners Investment Group
Illinois
$4.28M +$103K +1,209 +3%
SWP
71
Stratos Wealth Partners
Ohio
$3.94M -$788K -9,225 -17%
GIA
72
Gladstone Institutional Advisory
Florida
$3.93M -$129K -1,515 -3%
KWM
73
Kingsview Wealth Management
Oregon
$3.92M +$545K +6,385 +17%
Goldman Sachs
74
Goldman Sachs
New York
$3.81M -$4.03M -47,226 -52%
Prudential Financial
75
Prudential Financial
New Jersey
$3.56M +$1.21M +14,135 +53%

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.