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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
IWP
101
IAG Wealth Partners
Wisconsin
$1.69M -$123K -1,455 -7%
SCA
102
Snowden Capital Advisors
New York
$1.69M -$13.6K -161 -0.8%
KFI
103
Key Financial Inc
Pennsylvania
$1.66M +$86K +1,018 +5%
BCM
104
Barden Capital Management
Texas
$1.66M -$13.4K -159 -0.8%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$405K +4,798 +33%
DWM
106
Denver Wealth Management
Colorado
$1.59M +$1.01M +11,998 +175%
FIM
107
Freedom Investment Management
Connecticut
$1.58M -$324K -3,835 -17%
BA
108
Bristlecone Advisors
Washington
$1.55M +$70.3K +832 +5%
AWS
109
Atria Wealth Solutions
New York
$1.55M -$3.59M -42,525 -70%
WIA
110
World Investment Advisors
California
$1.53M +$103K +1,220 +7%
AAS
111
Avantax Advisory Services
Texas
$1.53M +$1.28M +15,123 +499%
AFTS
112
American Financial & Tax Strategies
New York
$1.52M -$11.2K -132 -0.7%
DC
113
Destiny Capital
Colorado
$1.51M -$436K -5,159 -22%
GP
114
Girard Partners
Pennsylvania
$1.51M +$48.6K +575 +3%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1.5M -$183K -2,167 -11%
SAF
116
Smith Anglin Financial
Texas
$1.49M -$5.32K -63 -0.4%
VWA
117
Visionary Wealth Advisors
Illinois
$1.48M -$1.38M -16,295 -48%
LWM
118
Laidlaw Wealth Management
New York
$1.45M -$135K -1,594 -8%
RJA
119
Raymond James & Associates
Florida
$1.44M +$1.18M +13,946 +434%
SCM
120
SCS Capital Management
Massachusetts
$1.43M -$482K -5,702 -25%
Comerica Bank
121
Comerica Bank
Texas
$1.42M -$1.1M -12,996 -44%
MCM
122
MAI Capital Management
Ohio
$1.39M +$1.39M +16,488 New
TCMP
123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.38M +$1.39M +16,470 New
AWM
124
Avior Wealth Management
Nebraska
$1.37M +$1.3M +15,401 +1,669%
BFM
125
Broadview Financial Management
Wisconsin
$1.36M -$79.9K -946 -6%
3 4
5
6 7

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.