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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$303M -$5.45M -73,609 -2%
LPL Financial
2
LPL Financial
California
$48M -$10.4M -141,069 -18%
FWP
3
FAS Wealth Partners
Kansas
$41.3M +$4.12M +55,690 +11%
NP
4
NorthRock Partners
Minnesota
$38M -$7.88M -106,467 -17%
TC
5
TownSquare Capital
Utah
$37.3M +$4.23M +57,205 +13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$35.7M +$7.35M +99,321 +26%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$30M +$11.1M +149,759 +59%
Stifel Financial
8
Stifel Financial
Missouri
$28.7M +$7.01M +94,693 +32%
AWM
9
AE Wealth Management
Kansas
$26.5M +$3.18M +42,989 +14%
Osaic Holdings
10
Osaic Holdings
Arizona
$25.6M -$2.23M -30,125 -8%
ML
11
McAdam LLC
Pennsylvania
$25.5M -$231K -3,127 -0.9%
KA
12
Klingman & Associates
New York
$21.4M +$1.97M +26,576 +10%
Ameriprise
13
Ameriprise
Minnesota
$20.7M +$830K +11,225 +4%
FNT
14
First National Trust
Pennsylvania
$15M +$3.1M +41,897 +26%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$14.6M +$4.53M +61,256 +45%
GIA
16
GHP Investment Advisors
Colorado
$14.6M +$1.08M +14,635 +8%
KW
17
KWB Wealth
California
$14.5M -$41.5K -561 -0.3%
CF
18
Convergence Financial
Missouri
$13.4M +$1.39M +18,796 +12%
HighTower Advisors
19
HighTower Advisors
Illinois
$13.4M +$1.39M +18,814 +12%
CI
20
Chartist Inc
California
$12.7M -$35K -473 -2%
SFM
21
Signet Financial Management
New Jersey
$12.2M +$157K +2,118 +1%
JFA
22
JNBA Financial Advisors
Minnesota
$11.3M +$106K +1,428 +0.9%
RA
23
Rodgers & Associates
Pennsylvania
$11.2M +$1.79M +24,142 +19%
Bank of America
24
Bank of America
North Carolina
$10M +$329K +4,442 +3%
CCMG
25
Clark Capital Management Group
Pennsylvania
$9.98M -$3.27M -44,201 -25%

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.