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State Street SPDR S&P 400 Mid Cap Growth ETF

269 hedge funds and large institutions have $1.17B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 92

1.04% more ownership

Funds ownership: 70.81%71.85% (+1%)

5% less funds holding

Funds holding: 283269 (-14)

6% less capital invested

Capital invested by funds: $1.24B → $1.17B (-$71.6M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
269
Holders Change
-14
Holders Change %
-4.95%
% of All Funds
4.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
105
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$2.13M -$64.6K -873 -3%
BCM
77
Barden Capital Management
Texas
$1.95M +$166K +2,248 +9%
TAIM
78
TD Ameritrade Investment Management
Nebraska
$1.9M -$82.3K -1,112 -4%
CMP
79
Courage Miller Partners
Virginia
$1.9M +$53.8K +727 +3%
AMG
80
Asset Management Group
Connecticut
$1.64M +$2.81K +38 +0.2%
WIA
81
World Investment Advisors
California
$1.56M
CFG
82
Cooper Financial Group
California
$1.54M -$193K -2,610 -11%
OMC
83
Old Mission Capital
Illinois
$1.52M +$1.52M +20,532 New
MWPCG
84
Measured Wealth Private Client Group
New Hampshire
$1.5M -$106K -1,439 -7%
WFA
85
Wellspring Financial Advisors
Ohio
$1.49M -$566K -7,654 -2%
KFI
86
Key Financial Inc
Pennsylvania
$1.48M +$145K +1,954 +11%
EH
87
Equitable Holdings
New York
$1.38M -$24.6K -333 -2%
CWA
88
Centennial Wealth Advisory
Michigan
$1.34M +$207K +2,798 +18%
FVWA
89
Foster Victor Wealth Advisors
South Carolina
$1.28M +$222 +3 +0%
BFM
90
Broadview Financial Management
Wisconsin
$1.25M +$4.81K +65 +0.4%
OAM
91
Occidental Asset Management
California
$1.25M +$18.5K +250 +1%
KAS
92
Kestra Advisory Services
Texas
$1.23M -$468K -6,322 -28%
WFA
93
Wipfli Financial Advisors
Wisconsin
$1.22M
TC
94
Trilogy Capital
California
$1.22M +$6.51K +88 +0.5%
GWM
95
GSB Wealth Management
Connecticut
$1.21M -$55.5K -750 -4%
IMC Chicago
96
IMC Chicago
Illinois
$1.17M -$876K -11,842 -43%
PP
97
Prudential plc
United Kingdom
$1.17M +$37K +500 +3%
Goldman Sachs
98
Goldman Sachs
New York
$1.17M +$503K +6,803 +76%
WWM
99
Windsor Wealth Management
Indiana
$1.16M +$275K +3,719 +30%
IWP
100
IAG Wealth Partners
Wisconsin
$1.13M -$22.6K -306 -2%

MDYG Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2022, worth a combined $1.17B — down 5.8% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MDYG and 22 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 105 added.

The largest buyer was Mercer Global Advisors, adding an estimated $11.1M. The largest seller was LPL Financial, cutting an estimated $10.4M.

  • 269 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2022, down from 283 in Q4 2021.
  • Funds reported $1.17B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $11.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2022 was LPL Financial, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2022.