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State Street SPDR S&P 400 Mid Cap Growth ETF

264 hedge funds and large institutions have $905M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 84

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2% less funds holding

Funds holding: 269264 (-5)

2.51% less ownership

Funds ownership: 71.85%69.35% (-2.5%)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

22% less capital invested

Capital invested by funds: $1.17B → $905M (-$261M)

Holders
264
Holders Change
-5
Holders Change %
-1.86%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
32
Increased
101
Reduced
84
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$689K +$81.6K +1,213 +14%
AWS
127
Atria Wealth Solutions
New York
$615K +$305K +4,534 +82%
IWA
128
Inspirion Wealth Advisors
Illinois
$584K +$644K +9,573 New
UCFA
129
United Capital Financial Advisors
Texas
$582K +$254K +3,780 +66%
FFN
130
Focus Financial Network
Minnesota
$563K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$561K +$76.9K +1,143 +14%
CFGS
132
Concourse Financial Group Securities
Alabama
$556K +$6.19K +92 +1%
EFS
133
Essex Financial Services
Connecticut
$539K
GJIC
134
Gamble Jones Investment Counsel
California
$519K -$16K -238 -3%
LJAC
135
L.J. Altfest & Co
New York
$515K +$807 +12 +0.1%
SPC
136
Sigma Planning Corp
Michigan
$507K -$1.75K -26 -0.3%
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$507K
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$499K +$8.14K +121 +1%
CCM
139
Condor Capital Management
New Jersey
$498K -$3.83K -57 -0.7%
BEI
140
Benjamin Edwards Inc
Missouri
$473K +$83.9K +1,247 +19%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$470K +$519K +7,711 New
HSA
142
HBK Sorce Advisory
Pennsylvania
$468K -$199K -2,960 -28%
BPA
143
Beacon Pointe Advisors
California
$465K -$39.8K -592 -7%
MAM
144
Mystic Asset Management
Rhode Island
$446K +$404 +6 +0.1%
CCFM
145
Clear Creek Financial Management
Washington
$441K
WH
146
Willner & Heller
California
$441K +$13K +194 +3%
WFA
147
Wellspring Financial Advisors
Ohio
$436K -$945K -14,054 -4%
VFIC
148
Valley Forge Investment Consultants
Pennsylvania
$435K
EWA
149
EP Wealth Advisors
California
$424K -$18.5K -275 -4%
SWA
150
Stratos Wealth Advisors
Ohio
$424K -$12.2K -182 -3%

MDYG Hedge Fund Activity: Q2 2022 in Review

264 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2022, worth a combined $905M — down 22% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MDYG and 32 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 101 added.

The largest buyer was First National Trust, adding an estimated $29.8M. The largest seller was Financial Engines Advisors, cutting an estimated $122M.

  • 264 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $905M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2022 and 37 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2022 was First National Trust, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2022 was Financial Engines Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2022.