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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
HWM
251
Horizons Wealth Management
North Carolina
$42K
BAM
252
Belpointe Asset Management
Nevada
$40.6K +$40.9K +621 New
EWM
253
EPG Wealth Management
Georgia
$39.1K +$132 +2 +0.3%
PMFA
254
Plante Moran Financial Advisors
Michigan
$37K +$132 +2 +0.4%
RIA
255
Realta Investment Advisors
Delaware
$36.7K +$30.1K +458 +445%
BWP
256
Baldwin Wealth Partners
Massachusetts
$33K
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$32K -$3.62K -55 -10%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$30.7K
US Bancorp
259
US Bancorp
Minnesota
$29.7K
BFPW
260
BOK Financial Private Wealth
Colorado
$28.2K
AIM
261
Anchor Investment Management
South Carolina
$27.8K
AF
262
Advisornet Financial
Minnesota
$27.5K
JWA
263
JFS Wealth Advisors
Pennsylvania
$25.6K +$66 +1 +0.3%
BCMLT
264
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.3K -$2.17K -33 -10%
UB
265
UMB Bank
Missouri
$19K
BWM
266
Baystate Wealth Management
Massachusetts
$18K +$66 +1 +0.4%
FCMT
267
Founders Capital Management (Texas)
Texas
$18K +$66 +1 +0.4%
OCM
268
Orion Capital Management
California
$17.6K
PB
269
Pinnacle Bancorp
Nebraska
$14K
PP
270
PrairieView Partners
Minnesota
$14K +$14.8K +225 New
MRCM
271
M&R Capital Management
New Jersey
$13.8K +$5.26K +80 +61%
RCM
272
Raleigh Capital Management
North Carolina
$12.8K +$12.9K +196 New
PPWM
273
PFG Private Wealth Management
Florida
$12K
KA
274
Kozak & Associates
Colorado
$9K
SWM
275
Spire Wealth Management
Virginia
$9K

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.