We are live on ! Find out more
MDYG icon

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
6F
201
626 Financial
Michigan
$206K -$32.8K -443 -14%
FHC
202
First Heartland Consultants
Missouri
$203K -$518 -7 -0.3%
GT
203
Glenmede Trust
Pennsylvania
$201K
AP
204
Atwood & Palmer
Missouri
$193K
OFG
205
Oxford Financial Group
Indiana
$186K
LAS
206
Lloyd Advisory Services
Georgia
$182K +$4.51K +61 +3%
GRP
207
Global Retirement Partners
California
$170K +$198K +2,672 New
AWM
208
Avior Wealth Management
Nebraska
$163K -$9.54K -129 -6%
IHWM
209
Iron Horse Wealth Management
Iowa
$161K
Fidelity Investments
210
Fidelity Investments
Massachusetts
$144K +$7.4K +100 +5%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$139K
AIM
212
Arcadia Investment Management
Michigan
$108K -$11.1K -150 -9%
TAM
213
Townsend Asset Management
North Carolina
$108K +$148 +2 +0.1%
PA
214
Parallel Advisors
California
$101K
CAGAS
215
Capital Advisory Group Advisory Services
Minnesota
$99K +$99.1K +1,340 New
HWMA
216
Heritage Wealth Management (Arizona)
Arizona
$94K +$94K +1,271 New
BA
217
Ballast Advisors
Minnesota
$79K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$64K -$75.2K -1,017 -54%
FAG
219
Fortitude Advisory Group
Washington
$57K
MCC
220
Money Concepts Capital
Florida
$56K +$56.1K +758 New
S
221
SignatureFD
Georgia
$53K +$52.6K +711 New
BC
222
Bartlett & Co
Ohio
$51K +$50.8K +686 New
BCWM
223
Bartlett & Co Wealth Management
Ohio
$50.9K +$50.8K +686 New
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$47K +$11.7K +158 +34%
EWM
225
EPG Wealth Management
Georgia
$44K +$74 +1 +0.2%

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.