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State Street SPDR S&P 400 Mid Cap Growth ETF

296 hedge funds and large institutions have $1.41B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 124 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.22B → $1.41B (+$182M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.59% more ownership

Funds ownership: 73.45%76.04% (+2.6%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 300296 (-4)

18% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 124

Holders
296
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
4.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
19
Increased
102
Reduced
124
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
Fernwood Investment Management
Massachusetts
$205K +$196K +2,866 New
PPP
227
Private Portfolio Partners
New Jersey
$203K -$8.61K -126 -4%
PIAS
228
PCA Investment Advisory Services
Ohio
$202K -$44.2K -647 -19%
GT
229
Glenmede Trust
Pennsylvania
$201K
OLVIG
230
Oliver Lagore Vanvalin Investment Group
Michigan
$190K +$181K +2,654 New
WP
231
WealthPLAN Partners
Nebraska
$188K -$4.85K -71 -3%
AP
232
Atwood & Palmer
Missouri
$186K
Fidelity Investments
233
Fidelity Investments
Massachusetts
$157K +$16K +234 +12%
SWA
234
SOA Wealth Advisors
New York
$145K
NA
235
NewEdge Advisors
Louisiana
$108K -$37.8K -554 -27%
TAM
236
Townsend Asset Management
North Carolina
$105K +$273 +4 +0.3%
FGAM
237
Financial Gravity Asset Management
Texas
$105K +$273 +4 +6%
CFD
238
Creative Financial Designs
Indiana
$104K +$205 +3 +0.2%
AIM
239
Arcadia Investment Management
Michigan
$104K
TFGT
240
TS Financial Group (TSFG)
Illinois
$100K
PTC
241
Private Trust Company
Ohio
$99.6K -$8.27K -121 -8%
HCM
242
Hollencrest Capital Management
California
$93.1K
IHWM
243
Iron Horse Wealth Management
Iowa
$83.2K -$20.1K -294 -20%
BA
244
Ballast Advisors
Minnesota
$75.9K
BWM
245
BerganKDV Wealth Management
Minnesota
$75.4K
TRCT
246
Tower Research Capital (TRC)
New York
$59.4K +$56.1K +821 +10,263%
AWM
247
Avior Wealth Management
Nebraska
$56.8K +$68 +1 +0.1%
US Bancorp
248
US Bancorp
Minnesota
$48.5K
KM
249
Kalos Management
Georgia
$47.9K
SPIA
250
Steward Partners Investment Advisory
New York
$47.6K

MDYG Hedge Fund Activity: Q2 2023 in Review

296 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2023, worth a combined $1.41B — up 15% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MDYG and 19 opened new positions — a net loss of 1 holder — while 124 trimmed existing stakes and 102 added.

The largest buyer was Stifel Financial, adding an estimated $32.1M. The largest seller was Osaic Holdings, cutting an estimated $9.66M.

  • 296 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2023, down from 300 in Q1 2023.
  • Funds reported $1.41B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2023 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2023 was Stifel Financial, an estimated $32.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2023 was Osaic Holdings, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2023.