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State Street SPDR S&P 400 Mid Cap Growth ETF

379 hedge funds and large institutions have $1.87B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 137 increasing their positions, 146 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% less ownership

Funds ownership: 75.73%75.25% (-0.48%)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

6% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 146

2% less funds holding

Funds holding: 388379 (-9)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

64% less capital invested

Capital invested by funds: $5.14B → $1.87B (-$3.27B)

Holders
379
Holders Change
-9
Holders Change %
-2.32%
% of All Funds
5.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
31
Increased
137
Reduced
146
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$3.3M +$452K +5,253 +14%
GIA
77
Gladstone Institutional Advisory
Florida
$3.29M -$9.63K -112 -0.3%
KTA
78
Keeley-Teton Advisors
Illinois
$2.95M -$27.4K -319 -0.9%
EH
79
Equitable Holdings
New York
$2.9M -$190K -2,205 -6%
SEIA
80
Signature Estate & Investment Advisors
California
$2.74M -$829K -9,635 -22%
Citadel Advisors
81
Citadel Advisors
Florida
$2.67M +$2.51M +29,230 +675%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$2.66M -$148K -1,718 -5%
Creative Planning
83
Creative Planning
Kansas
$2.64M +$131K +1,519 +5%
VWA
84
Visionary Wealth Advisors
Illinois
$2.61M -$657K -7,634 -19%
KWA
85
Kingswood Wealth Advisors
California
$2.56M +$52.7K +613 +2%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$2.55M +$275K +3,200 +11%
CMP
87
Courage Miller Partners
Virginia
$2.37M +$86.6K +1,007 +3%
IRC
88
Investors Research Corp
Georgia
$2.34M -$11.4K -132 -0.4%
OAM
89
Occidental Asset Management
California
$2.33M +$85.2K +991 +3%
BA
90
Bristlecone Advisors
Washington
$2.3M +$589K +6,851 +31%
PSF
91
Pacific Sun Financial
California
$2.3M -$9.46K -110 -0.4%
PIA
92
Perennial Investment Advisors
California
$2.28M -$809K -9,402 -25%
PAS
93
Park Avenue Securities
New York
$2.17M +$1.31M +15,172 +125%
ORL
94
Oak Root LLC
California
$2.15M +$75.1K +873 +3%
BCM
95
Brookstone Capital Management
Illinois
$2M +$936K +10,876 +76%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.94M +$747K +8,686 +55%
LW
97
Linscomb Wealth
Texas
$1.94M +$24.5K +285 +1%
JP Morgan Chase
98
JP Morgan Chase
New York
$1.91M +$26.8K +311 +1%
HWMC
99
Heritage Wealth Management (California)
California
$1.91M +$115K +1,336 +6%
MA
100
MONECO Advisors
Connecticut
$1.84M +$864K +10,041 +77%

MDYG Hedge Fund Activity: Q1 2025 in Review

379 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2025, worth a combined $1.87B — down 64% from $5.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MDYG and 31 opened new positions — a net loss of 1 holder — while 146 trimmed existing stakes and 137 added.

The largest buyer was Citigroup, adding an estimated $35.1M. The largest seller was Parcion Private Wealth, cutting an estimated $53.9M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2025, down from 388 in Q4 2024.
  • Funds reported $1.87B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2025, down 64% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2025 and 32 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2025 was Citigroup, an estimated $35.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2025 was Parcion Private Wealth, an estimated $53.9M sold.

Based on aggregated 13F filings for Q1 2025.