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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

364 hedge funds and large institutions have $1.82B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 143 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

1% less funds holding

Funds holding: 368 → 364 (-4)

7.26% less ownership

Funds ownership: 82.2% → 74.94% (-7.3%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

20% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 143

26% less capital invested

Capital invested by funds: $2.48B → $1.82B (-$656M)

Holders
364
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
44
Increased
115
Reduced
143
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$17M
2
LPL Financial
LPL Financial
California
+$12.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$11M
4
AA
Axiom Advisory
California
+$10.7M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$9.18M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$243M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$84.1M
3
Stifel Financial
Stifel Financial
Missouri
-$59.1M
4
TC
TownSquare Capital
Utah
-$54.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$3.22M -$6.42K -76 -0.2%
MML Investors Services
77
MML Investors Services
Massachusetts
$3.19M -$2.42M -28,620 -43%
KTA
78
Keeley-Teton Advisors
Illinois
$3.17M +$1.52K +18 +0%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$3.03M -$284K -3,364 -8%
PS
80
Principal Securities
Iowa
$3.01M -$11.9M -141,406 -80%
MSRI
81
Michael S. Ryan Inc
New York
$2.98M +$2.99M +35,395 New
EH
82
Equitable Holdings
New York
$2.86M +$196K +2,317 +7%
CFG
83
Cooper Financial Group
California
$2.73M +$554K +6,559 +25%
PFA
84
Pinnacle Family Advisors
Missouri
$2.64M -$3.78M -44,793 -59%
Creative Planning
85
Creative Planning
Kansas
$2.52M +$2.87K +34 +0.1%
ORL
86
Oak Root LLC
California
$2.51M +$54.7K +647 +2%
IRC
87
Investors Research Corp
Georgia
$2.51M -$45.4K -537 -2%
CMP
88
Courage Miller Partners
Virginia
$2.5M -$7.01K -83 -0.3%
PSF
89
Pacific Sun Financial
California
$2.46M -$50.7K -600 -2%
LFG
90
Larson Financial Group
Missouri
$2.44M -$3.21K -38 -0.1%
GWM
91
Geneos Wealth Management
Colorado
$2.29M -$521K -6,167 -18%
Prudential Financial
92
Prudential Financial
New Jersey
$2.23M -$1.5M -17,809 -40%
CWS
93
Confluence Wealth Services
Pennsylvania
$2.03M +$1.15M +13,645 +130%
MMA
94
Miracle Mile Advisors
California
$1.98M +$1.44K +17 +0.1%
CWA
95
Centennial Wealth Advisory
Michigan
$1.9M -$2.71M -32,124 -59%
AMG
96
Asset Management Group
Connecticut
$1.9M +$4.31K +51 +0.2%
OAM
97
Occidental Asset Management
California
$1.87M -$85.8K -1,016 -4%
SFG
98
Sage Financial Group
Pennsylvania
$1.81M +$73.9K +875 +4%
ATC
99
Argent Trust Co
Tennessee
$1.76M -$2.79K -33 -0.2%
JP Morgan Chase
100
JP Morgan Chase
New York
$1.7M -$574K -6,793 -25%
2 3
4
5 6

MDYG Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2024, worth a combined $1.82B — down 26% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of MDYG and 44 opened new positions — a net loss of 1 holder — while 143 trimmed existing stakes and 115 added.

The largest buyer was Avantax Planning Partners, adding an estimated $17M. The largest seller was Envestnet Asset Management, cutting an estimated $243M.

  • 364 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2024, down from 368 in Q1 2024.
  • Funds reported $1.82B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2024, down 26% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2024 and 45 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2024 was Avantax Planning Partners, an estimated $17M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $243M sold.

Based on aggregated 13F filings for Q2 2024.