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State Street SPDR S&P 400 Mid Cap Growth ETF

269 hedge funds and large institutions have $1.17B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 92

1.04% more ownership

Funds ownership: 70.81%71.85% (+1%)

5% less funds holding

Funds holding: 283269 (-14)

6% less capital invested

Capital invested by funds: $1.24B → $1.17B (-$71.6M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
269
Holders Change
-14
Holders Change %
-4.95%
% of All Funds
4.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
22
Increased
105
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
126
Gamble Jones Investment Counsel
California
$650K +$67K +905 +12%
PCIA
127
Prime Capital Investment Advisors
Kansas
$638K
LJAC
128
L.J. Altfest & Co
New York
$626K +$518 +7 +0.1%
SPC
129
Sigma Planning Corp
Michigan
$619K -$97.4K -1,316 -14%
SDWMA
130
Schneider Downs Wealth Management Advisors
Pennsylvania
$617K -$3.77K -51 -0.6%
CCM
131
Condor Capital Management
New Jersey
$610K -$18.1K -244 -3%
BPA
132
Beacon Pointe Advisors
California
$610K +$22.1K +299 +4%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$599K -$19.5K -263 -3%
AWA
134
Arkadios Wealth Advisors
Georgia
$598K -$96.8K -1,308 -14%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$598K +$100K +1,356 +20%
CA
136
Centerpoint Advisors
Massachusetts
$596K -$44.4K -600 -7%
RFA
137
RTD Financial Advisors
Pennsylvania
$577K +$189K +2,553 +49%
WH
138
Willner & Heller
California
$574K +$20K +270 +4%
IAN
139
Integrated Advisors Network
Texas
$571K -$4.37K -59 -0.8%
CPIG
140
Chicago Partners Investment Group
Illinois
$567K +$107K +1,448 +20%
MAM
141
Mystic Asset Management
Rhode Island
$543K +$2.15K +29 +0.4%
EWA
142
EP Wealth Advisors
California
$536K -$4.07K -55 -0.8%
CCFM
143
Clear Creek Financial Management
Washington
$536K +$1.55K +21 +0.3%
CAN
144
Cetera Advisor Networks
California
$534K +$34K +459 +7%
CFD
145
Creative Financial Designs
Indiana
$533K -$63.7K -861 -11%
VFIC
146
Valley Forge Investment Consultants
Pennsylvania
$530K
SWA
147
Stratos Wealth Advisors
Ohio
$529K -$16.1K -217 -3%
HLOC
148
H.L. Ormond & Company
North Carolina
$521K
CA
149
Cetera Advisors
Colorado
$495K +$20.9K +282 +4%
MOS
150
MGO One Seven
Ohio
$492K -$22K -297 -4%

MDYG Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2022, worth a combined $1.17B — down 5.8% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MDYG and 22 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 105 added.

The largest buyer was Mercer Global Advisors, adding an estimated $11.1M. The largest seller was LPL Financial, cutting an estimated $10.4M.

  • 269 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2022, down from 283 in Q4 2021.
  • Funds reported $1.17B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2022 and 30 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2022 was Mercer Global Advisors, an estimated $11.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2022 was LPL Financial, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2022.