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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
IHWM
201
Iron Horse Wealth Management
Iowa
$108K -$26.8K -399 -18%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$101K -$18.5K -275 -14%
TAM
203
Townsend Asset Management
North Carolina
$89K +$202 +3 +0.2%
CI
204
CX Institutional
Indiana
$89K +$98.5K +1,464 New
AIM
205
Arcadia Investment Management
Michigan
$88K
CAGAS
206
Capital Advisory Group Advisory Services
Minnesota
$87K
TFGT
207
TS Financial Group (TSFG)
Illinois
$85K +$67.3K +1,000 +251%
PA
208
Parallel Advisors
California
$81K
AF
209
Allworth Financial
California
$72K +$55.8K +829 +240%
HWMA
210
Heritage Wealth Management (Arizona)
Arizona
$72K -$6.05K -90 -7%
BA
211
Ballast Advisors
Minnesota
$65K
CA
212
CoreCap Advisors
Michigan
$60K +$66.3K +986 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$49K -$3.43K -51 -6%
CWP
214
Concord Wealth Partners
Virginia
$49K +$31.6K +470 +140%
HWM
215
Horizons Wealth Management
North Carolina
$47K +$43.6K +648 New
BC
216
Bartlett & Co
Ohio
$44K +$2.15K +32 +5%
BCWM
217
Bartlett & Co Wealth Management
Ohio
$43.8K +$2.15K +32 +5%
TCWM
218
Total Clarity Wealth Management
Illinois
$35K +$38.7K +575 New
BW
219
Bison Wealth
Georgia
$34K
QCG
220
Quadrant Capital Group
Ohio
$32K
BWP
221
Baldwin Wealth Partners
Massachusetts
$31K
FFA
222
Founders Financial Alliance
North Carolina
$31K +$34.2K +508 New
William Blair & Company
223
William Blair & Company
Illinois
$30K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$29K -$10.6K -158 -25%
SWM
225
Selective Wealth Management
Virginia
$28K

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.