We are live on ! Find out more
MDYG icon

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
HWMC
126
Heritage Wealth Management (California)
California
$1.32M +$16K +189 +1%
TPWM
127
Twelve Points Wealth Management
Massachusetts
$1.31M – – –
IWM
128
IHT Wealth Management
Illinois
$1.28M -$1.75M -20,667 -58%
MSAM
129
Moloney Securities Asset Management
Missouri
$1.28M -$74.5K -882 -5%
WA
130
Wambolt & Associates
Colorado
$1.28M -$30.5K -361 -2%
KAS
131
Kestra Advisory Services
Texas
$1.25M -$82.1K -972 -6%
BEI
132
Benjamin Edwards Inc
Missouri
$1.25M -$2.55M -30,156 -67%
CTC
133
Central Trust Company
Missouri
$1.21M -$57.2K -677 -4%
PA
134
Parallel Advisors
California
$1.19M +$218K +2,582 +22%
PFA
135
Pure Financial Advisors
California
$1.19M -$40.5K -480 -3%
BCI
136
Brinker Capital Investments
Pennsylvania
$1.19M -$31.5M -372,808 -96%
OPS
137
Orion Portfolio Solutions
Nebraska
$1.19M -$31.5M -372,808 -96%
LC
138
LTG Capital
Massachusetts
$1.15M -$73.5K -870 -6%
MOS
139
MGO One Seven
Ohio
$1.11M +$153K +1,811 +16%
PAS
140
Park Avenue Securities
New York
$1.09M -$837K -9,912 -43%
LAM
141
Lewis Asset Management
California
$1.09M -$23.2K -275 -2%
TC
142
Trilogy Capital
California
$1.08M +$31.2K +369 +3%
SL
143
Salomon & Ludwin
Virginia
$1.05M +$55.3K +655 +6%
AC
144
Avestar Capital
New York
$1.03M +$1.04M +12,263 New
LW
145
Linscomb Wealth
Texas
$1.03M -$56.4K -668 -5%
ACM
146
Advance Capital Management
Michigan
$990K +$422 +5 +0%
PP
147
Prudential plc
United Kingdom
$982K +$615K +7,280 +166%
PA
148
PFG Advisors
Arizona
$952K +$34.8K +412 +4%
AI
149
Atria Investments
North Carolina
$893K -$1.76M -20,872 -66%
FC
150
Fairscale Capital
New Hampshire
$885K +$838K +9,920 New
4 5
6
7 8

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.