We are live on ! Find out more
MDYG icon

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
CWP
251
Concord Wealth Partners
Virginia
$40.8K
PMFA
252
Plante Moran Financial Advisors
Michigan
$39.3K
BCMLT
253
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.2K
UB
254
UMB Bank
Missouri
$33.3K
FRA
255
Front Row Advisors
California
$31.1K
CAL
256
Capital Analysts LLC
Pennsylvania
$30K -$648 -9 -2%
BFPW
257
BOK Financial Private Wealth
Colorado
$29.8K
AIM
258
Anchor Investment Management
South Carolina
$29.5K
RIA
259
Realta Investment Advisors
Delaware
$28.3K
JWA
260
JFS Wealth Advisors
Pennsylvania
$27.4K +$144 +2 +0.5%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$25.7K +$72 +1 +0.3%
BWP
262
Baldwin Wealth Partners
Massachusetts
$24.9K
FCMT
263
Founders Capital Management (Texas)
Texas
$19.5K +$72 +1 +0.4%
MRCM
264
M&R Capital Management
New Jersey
$19.2K
William Blair & Company
265
William Blair & Company
Illinois
$18.7K
OCM
266
Orion Capital Management
California
$18.7K +$19.5K +270 New
BWM
267
Baystate Wealth Management
Massachusetts
$18K +$72 +1 +0.4%
AF
268
Advisornet Financial
Minnesota
$16.9K -$4.25K -59 -19%
SPIA
269
Steward Partners Investment Advisory
New York
$16.4K -$30.8K -428 -64%
SWM
270
Spire Wealth Management
Virginia
$16.1K +$6.56K +91 +64%
TCM
271
TD Capital Management
Tennessee
$14.4K +$15.1K +209 New
PB
272
Pinnacle Bancorp
Nebraska
$13.6K
PPWM
273
PFG Private Wealth Management
Florida
$12.8K
WWP
274
WR Wealth Planners
Missouri
$11.6K
SS
275
Sunbelt Securities
Texas
$11.1K

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.