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State Street SPDR S&P 400 Mid Cap Growth ETF

293 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

32% more capital invested

Capital invested by funds: $850M → $1.12B (+$274M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

14% more funds holding

Funds holding: 258293 (+35)

7.64% more ownership

Funds ownership: 64.74%72.38% (+7.6%)

Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
59
Increased
104
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
226
Atwood & Palmer
Missouri
$170K
NA
227
NewEdge Advisors
Louisiana
$147K +$262K +3,978 New
HWMA
228
Heritage Wealth Management (Arizona)
Arizona
$146K +$73.8K +1,121 +100%
CFD
229
Creative Financial Designs
Indiana
$138K -$61.6K -937 -31%
PTC
230
Private Trust Company
Ohio
$133K -$10.4K -158 -7%
SWA
231
SOA Wealth Advisors
New York
$132K +$133K +2,022 New
Fidelity Investments
232
Fidelity Investments
Massachusetts
$115K -$64.1K -975 -36%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$104K -$6.58K -100 -6%
BWM
234
BerganKDV Wealth Management
Minnesota
$99.5K -$93.7K -1,424 -48%
TAM
235
Townsend Asset Management
North Carolina
$95.4K +$197 +3 +0.2%
IHWM
236
Iron Horse Wealth Management
Iowa
$95K +$80.8K +1,228 +541%
FGAM
237
Financial Gravity Asset Management
Texas
$94.8K +$329 +5 +8%
AIM
238
Arcadia Investment Management
Michigan
$94.7K
TFGT
239
TS Financial Group (TSFG)
Illinois
$91K
PA
240
Parallel Advisors
California
$87.3K
GRP
241
Global Retirement Partners
California
$85.1K -$108K -1,639 -56%
HCM
242
Hollencrest Capital Management
California
$84.9K +$85.5K +1,299 New
William Blair & Company
243
William Blair & Company
Illinois
$84K +$38.9K +592 +85%
BA
244
Ballast Advisors
Minnesota
$69.2K
CA
245
CoreCap Advisors
Michigan
$56.5K +$56.9K +865 New
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$53.3K +$53.6K +815 New
CWP
247
Concord Wealth Partners
Virginia
$52.6K +$53K +805 New
AWM
248
Avior Wealth Management
Nebraska
$51.7K -$69.4K -1,055 -57%
MCC
249
Money Concepts Capital
Florida
$46.7K +$47K +715 New
KM
250
Kalos Management
Georgia
$43.6K +$43.9K +668 New

MDYG Hedge Fund Activity: Q4 2022 in Review

293 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2022, worth a combined $1.12B — up 32% from $850M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDYG positions and 19 closed out — a net gain of 40 holders — while 104 added to existing stakes and 88 trimmed.

The largest buyer was Stifel Financial, adding an estimated $37.9M. The largest seller was FAS Wealth Partners, cutting an estimated $10.6M.

  • 293 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2022 was Stifel Financial, an estimated $37.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2022.