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State Street SPDR S&P 400 Mid Cap Growth ETF

300 hedge funds and large institutions have $1.22B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.12B → $1.22B (+$99.3M)

2% more funds holding

Funds holding: 293300 (+7)

1.07% more ownership

Funds ownership: 72.38%73.45% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 117

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
31
Increased
108
Reduced
117
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPP
226
Private Portfolio Partners
New Jersey
$203K +$202K +2,964 New
GT
227
Glenmede Trust
Pennsylvania
$201K +$14.5K +213 +8%
PGAM
228
Princeton Global Asset Management
New Jersey
$198K
WP
229
WealthPLAN Partners
Nebraska
$184K +$184K +2,694 New
CF
230
Centaurus Financial
California
$183K +$183K +2,674 New
IAIM
231
International Assets Investment Management
Florida
$179K +$179K +2,619 New
AP
232
Atwood & Palmer
Missouri
$178K
NA
233
NewEdge Advisors
Louisiana
$141K -$131K -1,919 -48%
SWA
234
SOA Wealth Advisors
New York
$138K
Fidelity Investments
235
Fidelity Investments
Massachusetts
$134K +$13.4K +196 +11%
PTC
236
Private Trust Company
Ohio
$103K -$35.7K -523 -26%
TAM
237
Townsend Asset Management
North Carolina
$100K +$205 +3 +0.2%
IHWM
238
Iron Horse Wealth Management
Iowa
$99.6K
CFD
239
Creative Financial Designs
Indiana
$99.4K -$45.1K -660 -31%
AIM
240
Arcadia Investment Management
Michigan
$99.2K
TFGT
241
TS Financial Group (TSFG)
Illinois
$96K
HCM
242
Hollencrest Capital Management
California
$88.9K
BA
243
Ballast Advisors
Minnesota
$72.5K
BWM
244
BerganKDV Wealth Management
Minnesota
$72K -$32.2K -471 -31%
CWP
245
Concord Wealth Partners
Virginia
$55.1K
AWM
246
Avior Wealth Management
Nebraska
$54.2K +$68 +1 +0.1%
BAM
247
Belpointe Asset Management
Nevada
$53.7K +$11.2K +164 +26%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$49.3K +$17.1K +250 +53%
US Bancorp
249
US Bancorp
Minnesota
$46.3K +$15.2K +223 +49%
KM
250
Kalos Management
Georgia
$45.7K

MDYG Hedge Fund Activity: Q1 2023 in Review

300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2023, worth a combined $1.22B — up 8.8% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDYG positions and 17 closed out — a net gain of 14 holders — while 108 added to existing stakes and 117 trimmed.

The largest buyer was LPL Financial, adding an estimated $15M. The largest seller was Ford Financial Group, exiting entirely with an estimated $5.36M sold.

  • 300 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2023, up from 293 in Q4 2022.
  • Funds reported $1.22B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2023 and 17 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2023 was LPL Financial, an estimated $15M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2023 was Ford Financial Group, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.