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State Street SPDR S&P 400 Mid Cap Growth ETF

369 hedge funds and large institutions have $2.05B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $1.82B → $2.05B (+$233M)

1.64% more ownership

Funds ownership: 74.94%76.58% (+1.6%)

1% more funds holding

Funds holding: 364369 (+5)

4% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 135

Holders
369
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
5.3%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
130
Reduced
135
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$214M +$2.96M +34,717 +1%
LPL Financial
2
LPL Financial
California
$152M +$4.2M +49,227 +3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$126M -$25.2M -294,918 -17%
Stifel Financial
4
Stifel Financial
Missouri
$105M +$60.7M +711,253 +146%
BEI
5
Benjamin Edwards Inc
Missouri
$87.1M +$83.5M +978,136 +6,605%
NP
6
NorthRock Partners
Minnesota
$85.9M +$2.5M +29,331 +3%
PPW
7
Parcion Private Wealth
Washington
$72.4M +$16.6M +194,413 +31%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$56.1M -$2.29M -26,780 -4%
AWM
9
AE Wealth Management
Kansas
$48.6M -$16.3M -190,620 -26%
CIM
10
Confluence Investment Management
Missouri
$42.8M +$26M +304,355 +166%
FWP
11
FAS Wealth Partners
Kansas
$40.5M +$1.91M +22,381 +5%
CI
12
Chartist Inc
California
$34.8M -$290K -3,393 -5%
FNT
13
First National Trust
Pennsylvania
$32M +$945K +11,071 +3%
Wells Fargo
14
Wells Fargo
California
$30.5M +$557K +6,522 +2%
Morgan Stanley
15
Morgan Stanley
New York
$29.1M +$2.79M +32,697 +11%
TCM
16
Tradewinds Capital Management
Washington
$27.6M +$26.8M +314,258 +80,579%
PAG
17
Private Advisor Group
New Jersey
$27.5M +$2.83M +33,093 +12%
KA
18
Klingman & Associates
New York
$26.4M +$1.37K +16 +0%
GIA
19
GHP Investment Advisors
Colorado
$24.8M +$525K +6,154 +2%
APP
20
Avantax Planning Partners
Iowa
$23.9M +$309K +3,616 +1%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$22.5M +$1.82M +21,301 +9%
HighTower Advisors
22
HighTower Advisors
Illinois
$22.4M +$1.37M +16,071 +7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$22.4M -$5.92M -69,342 -21%
Ameriprise
24
Ameriprise
Minnesota
$21.3M +$2.24M +26,199 +12%
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$20.7M -$4.28M -50,102 -18%

MDYG Hedge Fund Activity: Q3 2024 in Review

369 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2024, worth a combined $2.05B — up 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MDYG positions and 29 closed out — a net gain of 7 holders — while 130 added to existing stakes and 135 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $83.5M. The largest seller was Financial Engines Advisors, cutting an estimated $25.2M.

  • 369 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2024, up from 364 in Q2 2024.
  • Funds reported $2.05B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 36 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2024 and 29 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $83.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2024 was Financial Engines Advisors, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.