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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
SL
151
Salomon & Ludwin
Virginia
$422K +$29.3K +436 +7%
RFA
152
RTD Financial Advisors
Pennsylvania
$419K -$60.8K -904 -12%
PCIA
153
Prime Capital Investment Advisors
Kansas
$394K -$91.1K -1,355 -17%
CA
154
Centerpoint Advisors
Massachusetts
$371K -$131K -1,947 -24%
SIC
155
Salem Investment Counselors
North Carolina
$366K
LA
156
LexAurum Advisors
Kansas
$358K
Renaissance Technologies
157
Renaissance Technologies
New York
$341K +$377K +5,600 New
APA
158
American Portfolios Advisors
New York
$336K -$40K -595 -10%
MOS
159
MGO One Seven
Ohio
$331K -$80.8K -1,201 -18%
AL
160
ACAS LLC
California
$330K -$48.9K -727 -13%
KAS
161
Kestra Advisory Services
Texas
$324K -$760K -11,298 -68%
ARC
162
Advisor Resource Council
Texas
$313K +$346K +5,142 New
AWA
163
Arkadios Wealth Advisors
Georgia
$312K -$197K -2,934 -36%
VWA
164
Visionary Wealth Advisors
Illinois
$311K -$427K -6,342 -55%
IFPG
165
Intrepid Financial Planning Group
Indiana
$310K +$341K +5,078 New
CAN
166
Cetera Advisor Networks
California
$302K -$150K -2,227 -31%
TRIA
167
Trail Ridge Investment Advisors
Colorado
$302K +$333K +4,959 New
JWBC
168
John W. Brooker & Co
California
$299K -$2.02K -30 -0.6%
IWA
169
IVC Wealth Advisors
Pennsylvania
$269K -$54.7K -813 -16%
BTWM
170
Baker Tilly Wealth Management
Wisconsin
$268K +$61.1K +908 +26%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$263K +$257K +3,827 +784%
5L
172
55I LLC
Massachusetts
$262K -$19.4K -289 -6%
GVAG
173
Great Valley Advisor Group
Delaware
$256K +$86.2K +1,282 +44%
JP Morgan Chase
174
JP Morgan Chase
New York
$254K -$14.8K -220 -5%
HI
175
Harbour Investments
Wisconsin
$252K +$278K +4,131 New

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.