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State Street SPDR S&P 400 Mid Cap Growth ETF

368 hedge funds and large institutions have $2.48B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 17

39% more capital invested

Capital invested by funds: $1.78B → $2.48B (+$693M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

13% more funds holding

Funds holding: 325368 (+43)

3.94% more ownership

Funds ownership: 78.26%82.2% (+3.9%)

4% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 123

Holders
368
Holders Change
+43
Holders Change %
+13.23%
% of All Funds
5.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
65
Increased
128
Reduced
123
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$3.99M +$3.06M +38,346 +522%
BEI
77
Benjamin Edwards Inc
Missouri
$3.92M +$274K +3,443 +8%
Prudential Financial
78
Prudential Financial
New Jersey
$3.87M +$1.85M +23,214 +110%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$3.84M +$2.9M +36,421 +479%
Goldman Sachs
80
Goldman Sachs
New York
$3.82M +$1.37M +17,197 +65%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$3.74M -$822K -10,308 -19%
SWM
82
SigFig Wealth Management
California
$3.69M +$3.37M +42,289 New
CPIG
83
Chicago Partners Investment Group
Illinois
$3.56M +$582K +7,298 +21%
SWP
84
Stratos Wealth Partners
Ohio
$3.53M +$233K +2,929 +8%
GFG
85
Goldstone Financial Group
Illinois
$3.51M +$676K +8,485 +27%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$3.49M +$2.92M +36,609 +1,102%
KWM
87
Kingsview Wealth Management
Oregon
$3.35M -$10.9K -137 -0.4%
PWG
88
Portside Wealth Group
Utah
$3.3M +$119K +1,496 +4%
KTA
89
Keeley-Teton Advisors
Illinois
$3.29M +$126K +1,584 +4%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$3.2M +$350K +4,389 +14%
IWM
91
IHT Wealth Management
Illinois
$3.14M +$1.12M +14,054 +64%
VWA
92
Visionary Wealth Advisors
Illinois
$2.95M +$3.67K +46 +0.1%
GWM
93
Geneos Wealth Management
Colorado
$2.91M +$838K +10,509 +46%
BA
94
Bellwether Advisors
Nebraska
$2.9M +$85.9K +1,078 +3%
EH
95
Equitable Holdings
New York
$2.77M +$144K +1,805 +6%
AI
96
Atria Investments
North Carolina
$2.75M +$351K +4,402 +16%
IRC
97
Investors Research Corp
Georgia
$2.65M -$24.4K -306 -1%
Creative Planning
98
Creative Planning
Kansas
$2.62M +$22.2K +278 +0.9%
PSF
99
Pacific Sun Financial
California
$2.61M -$7.97K -100 -0.3%
Comerica Bank
100
Comerica Bank
Texas
$2.61M -$189K -2,373 -7%

MDYG Hedge Fund Activity: Q1 2024 in Review

368 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2024, worth a combined $2.48B — up 39% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MDYG positions and 17 closed out — a net gain of 48 holders — while 128 added to existing stakes and 123 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First National Trust, cutting an estimated $33.9M.

  • 368 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $2.48B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2024, up 39% quarter-over-quarter.
  • 65 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2024 and 17 closed out, a net change of +48 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $233M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2024 was First National Trust, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2024.