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State Street SPDR S&P 400 Mid Cap Growth ETF

379 hedge funds and large institutions have $1.87B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 137 increasing their positions, 146 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% less ownership

Funds ownership: 75.73%75.25% (-0.48%)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

6% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 146

2% less funds holding

Funds holding: 388379 (-9)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

64% less capital invested

Capital invested by funds: $5.14B → $1.87B (-$3.27B)

Holders
379
Holders Change
-9
Holders Change %
-2.32%
% of All Funds
5.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
31
Increased
137
Reduced
146
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$220M +$35.1M +408,202 +17%
LPL Financial
2
LPL Financial
California
$145M +$6M +69,733 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$107M -$3.3M -38,410 -3%
Stifel Financial
4
Stifel Financial
Missouri
$94.4M -$18.9M -219,173 -16%
BEI
5
Benjamin Edwards Inc
Missouri
$81.5M -$13.7M -159,130 -13%
NP
6
NorthRock Partners
Minnesota
$81.2M +$2.08M +24,168 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$61.2M +$12.6M +146,818 +24%
AWM
8
AE Wealth Management
Kansas
$58.1M +$7.35M +85,471 +13%
Morgan Stanley
9
Morgan Stanley
New York
$45.7M +$8.71M +101,252 +21%
FWP
10
FAS Wealth Partners
Kansas
$36.6M +$477K +5,540 +1%
CIM
11
Confluence Investment Management
Missouri
$35.1M -$9.17M -106,654 -19%
Wells Fargo
12
Wells Fargo
California
$29.1M -$257K -2,989 -0.8%
Raymond James Financial
13
Raymond James Financial
Florida
$27.4M +$4.94M +57,470 +20%
FNT
14
First National Trust
Pennsylvania
$26.3M -$2.36M -27,462 -8%
Bank of America
15
Bank of America
North Carolina
$25.3M +$5.84M +67,892 +27%
KA
16
Klingman & Associates
New York
$24.1M +$237K +2,752 +0.9%
GIA
17
GHP Investment Advisors
Colorado
$23.7M +$680K +7,902 +3%
CCMG
18
Clark Capital Management Group
Pennsylvania
$23.6M +$11M +127,861 +75%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$23M +$2.42M +28,127 +11%
HighTower Advisors
20
HighTower Advisors
Illinois
$21.7M +$781K +9,075 +3%
PAG
21
Private Advisor Group
New Jersey
$20.3M +$1.83M +21,298 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$18.6M -$42.7K -496 -0.2%
CF
23
Convergence Financial
Missouri
$18.3M +$368K +4,280 +2%
Ameriprise
24
Ameriprise
Minnesota
$18.1M -$3.46M -40,249 -15%
APP
25
Avantax Planning Partners
Iowa
$17.1M -$6.59M -76,635 -26%

MDYG Hedge Fund Activity: Q1 2025 in Review

379 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2025, worth a combined $1.87B — down 64% from $5.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MDYG and 31 opened new positions — a net loss of 1 holder — while 146 trimmed existing stakes and 137 added.

The largest buyer was Citigroup, adding an estimated $35.1M. The largest seller was Parcion Private Wealth, cutting an estimated $53.9M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2025, down from 388 in Q4 2024.
  • Funds reported $1.87B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2025, down 64% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2025 and 32 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2025 was Citigroup, an estimated $35.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2025 was Parcion Private Wealth, an estimated $53.9M sold.

Based on aggregated 13F filings for Q1 2025.