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State Street SPDR S&P 400 Mid Cap Growth ETF

325 hedge funds and large institutions have $1.78B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

30% more capital invested

Capital invested by funds: $1.37B → $1.78B (+$413M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

9% more funds holding

Funds holding: 298325 (+27)

2.99% more ownership

Funds ownership: 75.27%78.26% (+3%)

8% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 110

Holders
325
Holders Change
+27
Holders Change %
+9.06%
% of All Funds
4.74%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
48
Increased
119
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$251K -$2.5M -35,593 -91%
ARC
227
Advisor Resource Council
Texas
$248K +$230K +3,280 New
FHC
228
First Heartland Consultants
Missouri
$244K -$7.86K -112 -3%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$237K -$4.7K -67 -2%
FA
230
Flagstar Advisors
New York
$237K +$219K +3,128 New
SFP
231
Sterling Financial Planning
New Jersey
$236K +$2.17K +31 +1%
HSA
232
HBK Sorce Advisory
Pennsylvania
$233K +$216K +3,073 New
MFWP
233
Mosaic Family Wealth Partners
Missouri
$232K -$96.3K -1,373 -31%
RPCONE
234
Retirement Planning Company of New England
Rhode Island
$231K +$3.86K +55 +2%
HNB
235
Huntington National Bank
Ohio
$229K
LFG
236
Larson Financial Group
Missouri
$228K -$2.28M -32,536 -92%
HI
237
Harbour Investments
Wisconsin
$227K -$8.91K -127 -4%
QWM
238
Quadcap Wealth Management
Texas
$222K +$205K +2,929 New
PGAM
239
Princeton Global Asset Management
New Jersey
$219K
MGIA
240
Moneta Group Investment Advisors
Missouri
$213K +$198K +2,817 New
PPP
241
Private Portfolio Partners
New Jersey
$210K +$195K +2,778 New
RJA
242
Raymond James & Associates
Florida
$209K +$194K +2,767 New
FWM
243
Fingerlakes Wealth Management
New York
$208K +$193K +2,752 New
BFA
244
Beaumont Financial Advisors
Massachusetts
$207K -$21.4K -305 -10%
TW
245
TritonPoint Wealth
Maryland
$206K +$191K +2,726 New
GT
246
Glenmede Trust
Pennsylvania
$206K
CHA
247
Carmichael Hill & Associates
Maryland
$206K -$7.29K -104 -4%
BCI
248
Brinker Capital Investments
Pennsylvania
$206K -$107K -1,528 -36%
OPS
249
Orion Portfolio Solutions
Nebraska
$206K -$107K -1,528 -36%
CTFG
250
Capstone Triton Financial Group
Oklahoma
$204K +$189K +2,696 New

MDYG Hedge Fund Activity: Q4 2023 in Review

325 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2023, worth a combined $1.78B — up 30% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 17 closed out — a net gain of 31 holders — while 119 added to existing stakes and 110 trimmed.

The largest buyer was Citigroup, adding an estimated $167M. The largest seller was First National Trust, cutting an estimated $15.4M.

  • 325 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2023, up from 298 in Q3 2023.
  • Funds reported $1.78B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2023 and 17 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2023 was Citigroup, an estimated $167M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2023 was First National Trust, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2023.