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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
WP
251
WealthPLAN Partners
Nebraska
$203K +$189K +2,689 New
Bank of New York Mellon
252
Bank of New York Mellon
New York
$200K +$186K +2,645 New
SWA
253
SOA Wealth Advisors
New York
$191K
US Bancorp
254
US Bancorp
Minnesota
$186K +$125K +1,783 +267%
SWM
255
Spire Wealth Management
Virginia
$143K +$116K +1,654 +710%
MCM
256
MidAtlantic Capital Management
Virginia
$141K +$130K +1,859 New
PTC
257
Private Trust Company
Ohio
$135K +$30.8K +439 +33%
NA
258
NewEdge Advisors
Louisiana
$114K
CFD
259
Creative Financial Designs
Indiana
$111K +$281 +4 +0.3%
TFGT
260
TS Financial Group (TSFG)
Illinois
$106K
HCM
261
Hollencrest Capital Management
California
$98.3K
AssetMark Inc
262
AssetMark Inc
California
$95.9K +$87K +1,240 +4,593%
DFA
263
DHJJ Financial Advisors
Illinois
$92.6K
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$86.2K +$30.5K +435 +62%
IHWM
265
Iron Horse Wealth Management
Iowa
$85.1K
BA
266
Ballast Advisors
Minnesota
$80.1K
TRCT
267
Tower Research Capital (TRC)
New York
$74.4K -$141K -2,012 -67%
HGERS
268
Householder Group Estate & Retirement Specialist
Arizona
$66K +$631 +9 +1%
SPIA
269
Steward Partners Investment Advisory
New York
$60.3K +$39.3K +560 +236%
AWM
270
Avior Wealth Management
Nebraska
$58.9K -$1.19K -17 -2%
PMFA
271
Plante Moran Financial Advisors
Michigan
$57.4K +$13.3K +190 +33%
UB
272
UMB Bank
Missouri
$50.2K +$12.7K +181 +38%
AIM
273
Arcadia Investment Management
Michigan
$49.2K -$56.1K -800 -55%
HWM
274
Horizons Wealth Management
North Carolina
$49K
OLVIG
275
Oliver Lagore Vanvalin Investment Group
Michigan
$40K -$52K -742 -58%

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.