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State Street SPDR S&P 400 Mid Cap Growth ETF

258 hedge funds and large institutions have $850M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 264258 (-6)

4.6% less ownership

Funds ownership: 69.35%64.74% (-4.6%)

6% less capital invested

Capital invested by funds: $905M → $850M (-$54M)

Holders
258
Holders Change
-6
Holders Change %
-2.27%
% of All Funds
4.44%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
20
Increased
109
Reduced
84
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
226
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K
UB
227
UMB Bank
Missouri
$18K
FCMT
228
Founders Capital Management (Texas)
Texas
$17K +$66 +1 +0.4%
OCM
229
Orion Capital Management
California
$16K
BWM
230
Baystate Wealth Management
Massachusetts
$16K +$66 +1 +0.4%
CAAS
231
Capital Asset Advisory Services
Michigan
$16K +$14.5K +220 +500%
AssetMark Inc
232
AssetMark Inc
California
$15K +$16.1K +244 New
BWA
233
BDO Wealth Advisors
Florida
$15K +$16.4K +249 New
IHWM
234
Iron Horse Wealth Management
Iowa
$14K -$102K -1,548 -87%
AIP
235
Almanack Investment Partners
Pennsylvania
$14K +$15.7K +238 New
PB
236
Pinnacle Bancorp
Nebraska
$12K
PPWM
237
PFG Private Wealth Management
Florida
$11K
HF
238
Halpern Financial
Virginia
$9.11K +$9.97K +151 New
SWM
239
Spire Wealth Management
Virginia
$9K -$2.9K -44 -24%
KA
240
Kozak & Associates
Colorado
$9K
TWA
241
TCI Wealth Advisors
Arizona
$8K +$8.65K +131 New
MRCM
242
M&R Capital Management
New Jersey
$7K
ACA
243
Aptus Capital Advisors
Alabama
$6K
FHA
244
First Horizon Advisors
Tennessee
$6K
RIA
245
Realta Investment Advisors
Delaware
$6K +$6.8K +103 New
GWSG
246
GPS Wealth Strategies Group
Colorado
$4K +$66 +1 +1%
KFS
247
Kelly Financial Services
Massachusetts
$3.57K +$3.9K +59 New
BlackRock
248
BlackRock
New York
$3K -$330 -5 -10%
GI
249
Gradient Investments
Minnesota
$3K
CIAS
250
Capital Investment Advisory Services
North Carolina
$2K -$2.77K -42 -53%

MDYG Hedge Fund Activity: Q3 2022 in Review

258 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2022, worth a combined $850M — down 6% from $905M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MDYG and 20 opened new positions — a net loss of 2 holders — while 84 trimmed existing stakes and 109 added.

The largest buyer was LPL Financial, adding an estimated $10.1M. The largest seller was Financial Engines Advisors, cutting an estimated $36.7M.

  • 258 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2022, down from 264 in Q2 2022.
  • Funds reported $850M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2022, down 6% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2022 and 22 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $10.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2022 was Financial Engines Advisors, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2022.