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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
BEI
151
Benjamin Edwards Inc
Missouri
$483K +$303K +4,094 +169%
SL
152
Salomon & Ludwin
Virginia
$482K +$141K +1,908 +42%
APA
153
American Portfolios Advisors
New York
$453K -$118K -1,599 -21%
SIC
154
Salem Investment Counselors
North Carolina
$445K
LA
155
LexAurum Advisors
Kansas
$436K -$46.1K -623 -10%
PAS
156
Park Avenue Securities
New York
$432K -$43.9K -594 -9%
UCFA
157
United Capital Financial Advisors
Texas
$428K -$34.2K -462 -7%
Citadel Advisors
158
Citadel Advisors
Florida
$424K +$423K +5,712 New
AWS
159
Atria Wealth Solutions
New York
$412K +$411K +5,553 New
AL
160
ACAS LLC
California
$410K -$24.8K -335 -6%
PTC
161
Private Trust Company
Ohio
$398K +$93.3K +1,261 +31%
IWA
162
IVC Wealth Advisors
Pennsylvania
$388K -$5.77K -78 -1%
FAIM
163
Financial Advocates Investment Management
Washington
$369K +$126K +1,709 +52%
JWBC
164
John W. Brooker & Co
California
$366K -$3.48K -47 -0.9%
5L
165
55I LLC
Massachusetts
$340K +$129K +1,744 +61%
JP Morgan Chase
166
JP Morgan Chase
New York
$325K -$8.21K -111 -2%
IA
167
IFG Advisors
Missouri
$302K +$8.29K +112 +3%
BRWA
168
B. Riley Wealth Advisors
Florida
$301K -$110K -1,481 -27%
RJA
169
Raymond James & Associates
Florida
$292K +$888 +12 +0.3%
TF
170
Theory Financial
Colorado
$288K +$287K +3,883 New
OGF
171
Orin Green Financial
California
$287K
MWA
172
Motive Wealth Advisors
Michigan
$287K +$148 +2 +0.1%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$277K -$444 -6 -0.2%
HWM
174
HB Wealth Management
Georgia
$266K +$265K +3,586 New
MA
175
MONECO Advisors
Connecticut
$264K +$263K +3,551 New

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.