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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
CPA
201
Clear Point Advisors
New York
$504K +$239 +3 +0.1%
NCFG
202
New Century Financial Group
New Jersey
$503K +$460K +5,766 New
OBWG
203
Onyx Bridge Wealth Group
New York
$503K -$7.01K -88 -1%
SPC
204
Sigma Planning Corp
Michigan
$501K +$458K +5,741 New
US Bancorp
205
US Bancorp
Minnesota
$497K +$258K +3,236 +132%
BPA
206
Beacon Pointe Advisors
California
$475K -$176K -2,211 -29%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$471K +$127K +1,597 +42%
BOSSRA
208
B.O.S.S. Retirement Advisors
Utah
$464K -$9.64K -121 -2%
RFA
209
RTD Financial Advisors
Pennsylvania
$452K
WP
210
WealthPLAN Partners
Nebraska
$448K +$194K +2,440 +91%
AL
211
ACAS LLC
California
$446K -$64.2K -805 -14%
SWM
212
Spire Wealth Management
Virginia
$444K +$255K +3,196 +169%
AWA
213
Arkadios Wealth Advisors
Georgia
$439K -$2.79K -35 -0.7%
BWA
214
Beam Wealth Advisors
Louisiana
$435K +$397K +4,986 New
OFS
215
OneAscent Financial Services
Alabama
$428K +$48.9K +614 +14%
CPL
216
CAP Partners LLC
Tennessee
$414K -$1.12K -14 -0.3%
FA
217
Flagstar Advisors
New York
$408K +$123K +1,543 +49%
BCM
218
Brookstone Capital Management
Illinois
$387K +$16.7K +209 +5%
PP
219
Prudential plc
United Kingdom
$384K -$557K -6,990 -61%
WFA
220
Wellspring Financial Advisors
Ohio
$382K
IFPG
221
Intrepid Financial Planning Group
Indiana
$381K +$14.6K +183 +4%
MA
222
MONECO Advisors
Connecticut
$378K -$12.5K -157 -4%
MWA
223
Motive Wealth Advisors
Michigan
$374K +$341K +4,281 New
GLA
224
Good Life Advisors
Pennsylvania
$365K -$58.3K -731 -15%
BRWA
225
B. Riley Wealth Advisors
Florida
$360K +$44.7K +561 +12%

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.