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State Street SPDR S&P 400 Mid Cap Growth ETF

298 hedge funds and large institutions have $1.37B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 296298 (+2)

0.77% less ownership

Funds ownership: 76.04%75.27% (-0.77%)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

10% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 117

Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
105
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
226
Beaumont Financial Advisors
Massachusetts
$210K -$61.5K -853 -22%
HNB
227
Huntington National Bank
Ohio
$209K
RPCONE
228
Retirement Planning Company of New England
Rhode Island
$208K -$28.8K -400 -12%
TRCT
229
Tower Research Capital (TRC)
New York
$207K +$156K +2,166 +261%
PGAM
230
Princeton Global Asset Management
New Jersey
$201K +$209K +2,900 New
CHA
231
Carmichael Hill & Associates
Maryland
$195K -$3.53K -49 -2%
GT
232
Glenmede Trust
Pennsylvania
$188K -$15.3K -213 -7%
SWA
233
SOA Wealth Advisors
New York
$174K +$35.9K +498 +25%
NA
234
NewEdge Advisors
Louisiana
$104K
CFD
235
Creative Financial Designs
Indiana
$101K +$216 +3 +0.2%
AIM
236
Arcadia Investment Management
Michigan
$100K
TFGT
237
TS Financial Group (TSFG)
Illinois
$97K
PTC
238
Private Trust Company
Ohio
$92.9K -$3.39K -47 -3%
HCM
239
Hollencrest Capital Management
California
$89.8K
OLVIG
240
Oliver Lagore Vanvalin Investment Group
Michigan
$87.8K -$99.7K -1,384 -52%
DFA
241
DHJJ Financial Advisors
Illinois
$84.6K +$88.2K +1,224 New
IHWM
242
Iron Horse Wealth Management
Iowa
$77.7K -$2.67K -37 -3%
BA
243
Ballast Advisors
Minnesota
$73.2K
HGERS
244
Householder Group Estate & Retirement Specialist
Arizona
$59.9K +$62.5K +867 New
AWM
245
Avior Wealth Management
Nebraska
$54.9K +$144 +2 +0.3%
TAM
246
Townsend Asset Management
North Carolina
$53.6K -$49.9K -692 -47%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$48.7K -$25.5M -353,803 -100%
US Bancorp
248
US Bancorp
Minnesota
$46.3K -$576 -8 -1%
HWM
249
Horizons Wealth Management
North Carolina
$44.8K
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$43K -$720 -10 -2%

MDYG Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2023, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 19 closed out — a net gain of 5 holders — while 105 added to existing stakes and 117 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $14M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $25.5M.

  • 298 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2023, up from 296 in Q2 2023.
  • Funds reported $1.37B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2023 and 19 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $14M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2023 was Qube Research & Technologies (QRT), an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2023.