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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
NECFA
176
New England Capital Financial Advisors
Connecticut
$674K -$17.7K -210 -3%
MFG
177
Merit Financial Group
Georgia
$670K -$18.8K -223 -3%
GS
178
GTS Securities
New York
$656K +$659K +7,799 New
WH
179
Willner & Heller
California
$646K +$3.63K +43 +0.6%
GWM
180
GSB Wealth Management
Connecticut
$643K – – –
IWA
181
Inspirion Wealth Advisors
Illinois
$642K +$15.2K +180 +2%
KAS
182
KPP Advisory Services
Kentucky
$638K -$5.15K -61 -0.8%
IA
183
IFP Advisors
Florida
$635K -$7.01K -83 -1%
EFS
184
Essex Financial Services
Connecticut
$630K -$33.6K -398 -5%
WMA
185
Wealth Management Associates
New Jersey
$629K – – –
CCM
186
Condor Capital Management
New Jersey
$628K -$2.96K -35 -0.5%
CAG
187
Csenge Advisory Group
Florida
$607K -$250K -2,964 -29%
MAM
188
Mystic Asset Management
Rhode Island
$605K +$2.53K +30 +0.4%
LJAC
189
L.J. Altfest & Co
New York
$597K +$591 +7 +0.1%
AF
190
Allworth Financial
California
$584K -$169 -2 -0%
FAIM
191
Financial Advocates Investment Management
Washington
$577K +$3.38K +40 +0.6%
GI
192
Gradient Investments
Minnesota
$572K +$538K +6,369 +1,474%
JWBC
193
John W. Brooker & Co
California
$569K +$11.4K +135 +2%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$560K +$107K +1,264 +23%
EWA
195
EP Wealth Advisors
California
$552K +$84 +1 +0%
GRP
196
Global Retirement Partners
California
$549K -$1.87M -22,094 -77%
TW
197
TritonPoint Wealth
Maryland
$540K +$542K +6,420 New
BFA
198
Bill Few Associates
Pennsylvania
$538K +$44.8K +530 +9%
AL
199
ACAS LLC
California
$521K +$69.7K +825 +16%
VFIC
200
Valley Forge Investment Consultants
Pennsylvania
$507K -$39K -462 -7%
6 7
8
9 10

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.