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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$139M -$122M -1,811,024 -44%
LPL Financial
2
LPL Financial
California
$39.6M +$214K +3,186 +0.5%
FNT
3
First National Trust
Pennsylvania
$39.3M +$29.8M +443,161 +220%
NP
4
NorthRock Partners
Minnesota
$32.9M +$1.82M +27,118 +5%
TC
5
TownSquare Capital
Utah
$32.1M +$1.69M +25,190 +5%
FWP
6
FAS Wealth Partners
Kansas
$31.2M -$2.99M -44,427 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.7M -$2.93M -43,524 -9%
AWM
8
AE Wealth Management
Kansas
$24.8M +$3.37M +50,082 +14%
SCM
9
SCS Capital Management
Massachusetts
$24.6M +$27.1M +403,562 New
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$23.5M -$1.26M -18,723 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$20.8M -$1.65M -24,545 -7%
ML
12
McAdam LLC
Pennsylvania
$19.9M -$1.16M -17,229 -5%
KA
13
Klingman & Associates
New York
$18.4M +$938K +13,944 +5%
Ameriprise
14
Ameriprise
Minnesota
$17.2M +$194K +2,890 +1%
Stifel Financial
15
Stifel Financial
Missouri
$13.6M -$11M -163,344 -42%
GIA
16
GHP Investment Advisors
Colorado
$12.8M +$894K +13,301 +7%
CF
17
Convergence Financial
Missouri
$12.1M +$1.17M +17,402 +10%
PPW
18
Parcion Private Wealth
Washington
$11.8M +$6.38M +94,840 +110%
KW
19
KWB Wealth
California
$11M +$182K +2,702 +2%
Bank of America
20
Bank of America
North Carolina
$10.9M +$2.94M +43,737 +32%
HighTower Advisors
21
HighTower Advisors
Illinois
$10.8M -$178K -2,650 -1%
SFM
22
Signet Financial Management
New Jersey
$10.4M +$333K +4,958 +3%
CI
23
Chartist Inc
California
$10.3M -$66K -982 -4%
RA
24
Rodgers & Associates
Pennsylvania
$10.2M +$1.05M +15,601 +10%
JFA
25
JNBA Financial Advisors
Minnesota
$9.64M +$392K +5,831 +4%

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.