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State Street SPDR S&P 400 Mid Cap Growth ETF

388 hedge funds and large institutions have $5.14B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $2.05B → $5.14B (+$3.09B)

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

19% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 125

5% more funds holding

Funds holding: 369388 (+19)

0.85% less ownership

Funds ownership: 76.58%75.73% (-0.85%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
388
Holders Change
+19
Holders Change %
+5.15%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
48
Increased
149
Reduced
125
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
176
Schneider Downs Wealth Management Advisors
Pennsylvania
$690K -$20.2K -224 -3%
WH
177
Willner & Heller
California
$682K +$13.7K +152 +2%
AF
178
Apexium Financial
Texas
$677K +$701K +7,790 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$674K +$375K +4,169 +116%
EWA
180
EP Wealth Advisors
California
$670K -$291K -3,237 -30%
GWM
181
GSB Wealth Management
Connecticut
$661K -$4.95K -55 -0.7%
EFS
182
Essex Financial Services
Connecticut
$659K +$180 +2 +0%
CCM
183
Condor Capital Management
New Jersey
$628K -$7.56K -84 -1%
M&T Bank
184
M&T Bank
New York
$628K +$650K +7,222 New
NL
185
NWAM LLC
Washington
$627K +$16.6K +185 +3%
MAM
186
Mystic Asset Management
Rhode Island
$626K
IC
187
IEQ Capital
California
$603K -$157K -1,746 -20%
FAIM
188
Financial Advocates Investment Management
Washington
$601K +$5.22K +58 +0.8%
AF
189
Allworth Financial
California
$599K -$3.96K -44 -0.7%
P
190
&Partners
Tennessee
$597K +$211K +2,343 +53%
KAS
191
KPP Advisory Services
Kentucky
$595K +$8.46K +94 +1%
CAG
192
Csenge Advisory Group
Florida
$595K -$3.51K -39 -0.6%
LJAC
193
L.J. Altfest & Co
New York
$586K -$32.3K -359 -5%
WP
194
WealthPLAN Partners
Nebraska
$586K
JWBC
195
John W. Brooker & Co
California
$581K -$2.52K -28 -0.4%
GVAG
196
Great Valley Advisor Group
Delaware
$574K +$45.3K +504 +8%
AL
197
ACAS LLC
California
$572K +$53.1K +590 +10%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$571K +$21.1K +235 +4%
LA
199
LexAurum Advisors
Kansas
$566K +$144K +1,603 +33%
WI
200
WrapManager Inc
California
$564K -$4.86K -54 -0.8%

MDYG Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2024, worth a combined $5.14B — up 150% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 20 closed out — a net gain of 28 holders — while 149 added to existing stakes and 125 trimmed.

The largest buyer was Stifel Financial, adding an estimated $18.8M. The largest seller was Tradewinds Capital Management, cutting an estimated $28.3M.

  • 388 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2024, up from 369 in Q3 2024.
  • Funds reported $5.14B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2024, up 150% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2024 and 20 closed out, a net change of +28 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2024 was Stifel Financial, an estimated $18.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2024 was Tradewinds Capital Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2024.