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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

368 hedge funds and large institutions have $2.48B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 17

39% more capital invested

Capital invested by funds: $1.78B → $2.48B (+$693M)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

13% more funds holding

Funds holding: 325 → 368 (+43)

3.94% more ownership

Funds ownership: 78.26% → 82.2% (+3.9%)

4% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 123

Holders
368
Holders Change
+43
Holders Change %
+13.23%
% of All Funds
5.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
65
Increased
128
Reduced
123
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$233M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$75.7M
3
BCI
Brinker Capital Investments
Pennsylvania
+$30.6M
4
OPS
Orion Portfolio Solutions
Nebraska
+$30.6M
5
TCM
Tradewinds Capital Management
Washington
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
FNT
First National Trust
Pennsylvania
-$33.9M
2
PPW
Parcion Private Wealth
Washington
-$27.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.7M
4
PAG
Private Advisor Group
New Jersey
-$8.43M
5
LPL Financial
LPL Financial
California
-$8.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
126
Smith Anglin Financial
Texas
$1.55M +$89.4K +1,121 +7%
BA
127
Bristlecone Advisors
Washington
$1.54M +$168K +2,108 +14%
GP
128
Girard Partners
Pennsylvania
$1.52M +$429K +5,384 +45%
BFM
129
Broadview Financial Management
Wisconsin
$1.5M -$30.1K -377 -2%
WIA
130
World Investment Advisors
California
$1.49M -$296K -3,710 -18%
MSAM
131
Moloney Securities Asset Management
Missouri
$1.41M -$49.8K -625 -4%
KAS
132
Kestra Advisory Services
Texas
$1.38M +$208K +2,614 +20%
TPWM
133
Twelve Points Wealth Management
Massachusetts
$1.36M -$1.35K -17 -0.1%
WA
134
Wambolt & Associates
Colorado
$1.36M -$217K -2,721 -15%
HWMC
135
Heritage Wealth Management (California)
California
$1.35M -$143K -1,790 -10%
CTC
136
Central Trust Company
Missouri
$1.31M -$68.8K -863 -5%
PFA
137
Pure Financial Advisors
California
$1.28M -$21.4K -269 -2%
LC
138
LTG Capital
Massachusetts
$1.27M -$13.2K -166 -1%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$1.26M -$52.8K -662 -4%
CRI
140
Colonial River Investments
Virginia
$1.16M +$1.06M +13,334 New
LAM
141
Lewis Asset Management
California
$1.16M -$20.8K -261 -2%
LW
142
Linscomb Wealth
Texas
$1.13M -$50.9K -638 -5%
DAS
143
Diversify Advisory Services
Utah
$1.11M +$1.02M +12,792 New
TC
144
Trilogy Capital
California
$1.09M -$8.69K -109 -0.9%
SL
145
Salomon & Ludwin
Virginia
$1.04M +$66.2K +830 +8%
ACM
146
Advance Capital Management
Michigan
$1.03M +$239 +3 +0%
PA
147
Parallel Advisors
California
$1.01M +$915K +11,480 +8,697%
GWM
148
Gibbs Wealth Management
Georgia
$1M +$917K +11,510 New
MWPCG
149
Measured Wealth Private Client Group
New Hampshire
$996K -$312K -3,918 -26%
MOS
150
MGO One Seven
Ohio
$992K +$1.83K +23 +0.2%
4 5
6
7 8

MDYG Hedge Fund Activity: Q1 2024 in Review

368 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2024, worth a combined $2.48B — up 39% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MDYG positions and 17 closed out — a net gain of 48 holders — while 128 added to existing stakes and 123 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First National Trust, cutting an estimated $33.9M.

  • 368 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $2.48B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2024, up 39% quarter-over-quarter.
  • 65 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2024 and 17 closed out, a net change of +48 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $233M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2024 was First National Trust, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2024.