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State Street SPDR S&P 400 Mid Cap Growth ETF

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: 1215 (+3)

13% more funds holding

Funds holding: 325368 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
PFG Advisors
Arizona
$952K +$60.1K +754 +7%
DWM
152
Drive Wealth Management
Utah
$929K -$242K -3,034 -22%
IAN
153
Integrated Advisors Network
Texas
$927K -$1.59K -20 -0.2%
CWS
154
Confluence Wealth Services
Pennsylvania
$914K +$835K +10,476 New
LNC
155
Lincoln National Corp
Pennsylvania
$909K +$830K +10,411 New
CAG
156
Csenge Advisory Group
Florida
$889K +$192K +2,409 +31%
WI
157
WrapManager Inc
California
$884K -$23.8K -299 -3%
FIBT
158
First International Bank & Trust
North Dakota
$881K -$24.5K -307 -3%
NG
159
Norden Group
Utah
$857K +$783K +9,822 New
CWM
160
Connecticut Wealth Management
Connecticut
$853K
FVWA
161
Foster Victor Wealth Advisors
South Carolina
$839K -$62.9K -789 -7%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$815K +$1.91K +24 +0.3%
PCIA
163
Prime Capital Investment Advisors
Kansas
$793K +$333K +4,177 +85%
ACM
164
AlphaStar Capital Management
North Carolina
$772K +$126K +1,581 +22%
JWCA
165
J.W. Cole Advisors
Florida
$769K
YIA
166
YHB Investment Advisors
Connecticut
$765K -$95.1K -1,193 -12%
CFGS
167
Concourse Financial Group Securities
Alabama
$722K -$29.6K -371 -4%
NECFA
168
New England Capital Financial Advisors
Connecticut
$718K +$43.1K +541 +7%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$713K
FFN
170
Focus Financial Network
Minnesota
$704K +$9.01K +113 +1%
Cerity Partners
171
Cerity Partners
New York
$700K +$47.3K +593 +8%
EFS
172
Essex Financial Services
Connecticut
$697K -$9.72K -122 -2%
MFG
173
Merit Financial Group
Georgia
$689K -$136K -1,707 -17%
KAS
174
KPP Advisory Services
Kentucky
$668K +$610K +7,651 New
GWM
175
GSB Wealth Management
Connecticut
$667K -$9.56K -120 -2%

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.