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State Street SPDR S&P 400 Mid Cap Growth ETF

388 hedge funds and large institutions have $5.14B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $2.05B → $5.14B (+$3.09B)

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

19% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 125

5% more funds holding

Funds holding: 369388 (+19)

0.85% less ownership

Funds ownership: 76.58%75.73% (-0.85%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
388
Holders Change
+19
Holders Change %
+5.15%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
48
Increased
149
Reduced
125
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
Visionary Wealth Advisors
Illinois
$3.51M +$120K +1,338 +3%
EH
77
Equitable Holdings
New York
$3.36M +$296K +3,295 +9%
PIA
78
Perennial Investment Advisors
California
$3.31M -$3.09M -34,351 -47%
MSRI
79
Michael S. Ryan Inc
New York
$3.27M +$98.7K +1,097 +3%
KTA
80
Keeley-Teton Advisors
Illinois
$3.25M -$5.4K -60 -0.2%
AAS
81
Avantax Advisory Services
Texas
$3.16M +$536K +5,956 +20%
MFG
82
Merit Financial Group
Georgia
$3.14M -$75.2K -836 -2%
Creative Planning
83
Creative Planning
Kansas
$2.76M +$159K +1,766 +6%
KWA
84
Kingswood Wealth Advisors
California
$2.75M +$2.62M +29,170 +1,200%
FFN
85
Focus Financial Network
Minnesota
$2.63M +$1.99M +22,069 +270%
IRC
86
Investors Research Corp
Georgia
$2.57M -$21.9K -243 -0.8%
WWA
87
Wealth Watch Advisors
Colorado
$2.55M +$2.63M +29,291 New
PSF
88
Pacific Sun Financial
California
$2.52M -$8.55K -95 -0.3%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2.51M -$117K -1,304 -4%
CMP
90
Courage Miller Partners
Virginia
$2.5M -$6.48K -72 -0.2%
OAM
91
Occidental Asset Management
California
$2.46M +$496K +5,513 +24%
GWM
92
Geneos Wealth Management
Colorado
$2.38M +$24.3K +270 +1%
ORL
93
Oak Root LLC
California
$2.27M -$378K -4,203 -14%
LW
94
Linscomb Wealth
Texas
$2.09M +$1.07M +11,890 +98%
JP Morgan Chase
95
JP Morgan Chase
New York
$2.06M +$282K +3,130 +15%
Comerica Bank
96
Comerica Bank
Texas
$2.06M -$20.7K -230 -1%
BDWCC
97
B&D White Capital Company
Texas
$1.99M +$2.07M +22,959 New
HWMC
98
Heritage Wealth Management (California)
California
$1.97M +$658K +7,313 +48%
US Bancorp
99
US Bancorp
Minnesota
$1.94M +$1.81M +20,070 +911%
BA
100
Bristlecone Advisors
Washington
$1.92M +$174K +1,930 +10%

MDYG Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2024, worth a combined $5.14B — up 150% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 20 closed out — a net gain of 28 holders — while 149 added to existing stakes and 125 trimmed.

The largest buyer was Stifel Financial, adding an estimated $18.8M. The largest seller was Tradewinds Capital Management, cutting an estimated $28.3M.

  • 388 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2024, up from 369 in Q3 2024.
  • Funds reported $5.14B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2024, up 150% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2024 and 20 closed out, a net change of +28 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2024 was Stifel Financial, an estimated $18.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2024 was Tradewinds Capital Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2024.