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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$310M +$233M +2,918,136 +465%
Citigroup
2
Citigroup
New York
$204M -$3.47M -43,561 -2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$156M -$2.78M -34,864 -2%
LPL Financial
4
LPL Financial
California
$134M -$8.23M -103,270 -6%
CCMG
5
Clark Capital Management Group
Pennsylvania
$106M +$75.7M +949,493 +365%
Stifel Financial
6
Stifel Financial
Missouri
$104M -$5.01M -62,891 -5%
NP
7
NorthRock Partners
Minnesota
$77.5M +$3.79M +47,551 +6%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$74.8M +$1.47M +18,428 +2%
TC
9
TownSquare Capital
Utah
$63.5M +$1.9M +23,782 +3%
PPW
10
Parcion Private Wealth
Washington
$58.4M -$27.8M -349,375 -34%
AWM
11
AE Wealth Management
Kansas
$57.9M +$2.71M +33,957 +5%
CIM
12
Confluence Investment Management
Missouri
$37.2M -$431K -5,404 -1%
FWP
13
FAS Wealth Partners
Kansas
$37M +$999K +12,533 +3%
CI
14
Chartist Inc
California
$36.6M -$174K -2,186 -3%
FNT
15
First National Trust
Pennsylvania
$34.5M -$33.9M -424,862 -52%
BCI
16
Brinker Capital Investments
Pennsylvania
$33.8M +$30.6M +384,171 +13,939%
OPS
17
Orion Portfolio Solutions
Nebraska
$33.8M +$30.6M +384,171 +13,939%
TCM
18
Tradewinds Capital Management
Washington
$30.2M +$27.6M +346,188 New
Osaic Holdings
19
Osaic Holdings
Arizona
$28M +$1.37M +17,190 +6%
KA
20
Klingman & Associates
New York
$26.4M -$479K -6,007 -2%
Morgan Stanley
21
Morgan Stanley
New York
$25.4M -$14.7M -183,803 -39%
ML
22
McAdam LLC
Pennsylvania
$25.2M -$432K -5,421 -2%
GIA
23
GHP Investment Advisors
Colorado
$23.9M +$283K +3,554 +1%
Wells Fargo
24
Wells Fargo
California
$23.1M +$1.51M +18,954 +8%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$22.6M +$1.31M +16,450 +7%

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.