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State Street SPDR S&P 400 Mid Cap Growth ETF

364 hedge funds and large institutions have $1.82B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 143 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

1% less funds holding

Funds holding: 368364 (-4)

7.26% less ownership

Funds ownership: 82.2%74.94% (-7.3%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

20% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 143

26% less capital invested

Capital invested by funds: $2.48B → $1.82B (-$656M)

Holders
364
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
44
Increased
115
Reduced
143
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$202M +$5.43M +64,334 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$145M -$4.86M -57,564 -3%
LPL Financial
3
LPL Financial
California
$142M +$12.7M +150,580 +10%
NP
4
NorthRock Partners
Minnesota
$79.9M +$5.22M +61,754 +7%
AWM
5
AE Wealth Management
Kansas
$62.6M +$6.85M +81,121 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$56M -$243M -2,879,262 -81%
PPW
7
Parcion Private Wealth
Washington
$53M -$3.25M -38,483 -6%
Stifel Financial
8
Stifel Financial
Missouri
$40.9M -$59.1M -699,863 -59%
FWP
9
FAS Wealth Partners
Kansas
$36.9M +$1.35M +16,010 +4%
CI
10
Chartist Inc
California
$34.5M -$108K -1,278 -2%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$33.8M -$38.5M -455,374 -53%
FNT
12
First National Trust
Pennsylvania
$29.7M -$3.51M -41,511 -11%
Wells Fargo
13
Wells Fargo
California
$28.7M +$6.44M +76,186 +29%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$27.3M +$11M +130,625 +67%
KA
15
Klingman & Associates
New York
$25.3M -$70.6K -836 -0.3%
Morgan Stanley
16
Morgan Stanley
New York
$25.2M +$731K +8,659 +3%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$24.1M +$9.18M +108,677 +61%
ML
18
McAdam LLC
Pennsylvania
$24M -$194K -2,293 -0.8%
PAG
19
Private Advisor Group
New Jersey
$23.5M +$2.91M +34,460 +14%
GIA
20
GHP Investment Advisors
Colorado
$23.2M +$216K +2,553 +0.9%
APP
21
Avantax Planning Partners
Iowa
$22.6M +$17M +200,965 +297%
HighTower Advisors
22
HighTower Advisors
Illinois
$20.2M -$1.56M -18,480 -7%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$19.8M -$1.96M -23,226 -9%
Corient Private Wealth
24
Corient Private Wealth
Florida
$18.8M -$1.32M -15,653 -7%
Ameriprise
25
Ameriprise
Minnesota
$18.2M +$57.4K +679 +0.3%