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State Street SPDR S&P 400 Mid Cap Growth ETF

300 hedge funds and large institutions have $1.22B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.12B → $1.22B (+$99.3M)

2% more funds holding

Funds holding: 293300 (+7)

1.07% more ownership

Funds ownership: 72.38%73.45% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 117

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
31
Increased
108
Reduced
117
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$9.72K
PA
277
Parallel Advisors
California
$9.03K -$82.2K -1,204 -90%
TWA
278
TCI Wealth Advisors
Arizona
$8.97K
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$8.95K +$106K +1,557 +1%
WIM
280
Westside Investment Management
California
$7.46K
CIA
281
Cape Investment Advisory
Georgia
$6.97K +$6.97K +102 New
FHA
282
First Horizon Advisors
Tennessee
$6.84K
PA
283
PSI Advisors
Florida
$5.13K +$5.12K +75 New
EWA
284
EverSource Wealth Advisors
Alabama
$4.19K +$4.17K +61 New
KFS
285
Kelly Financial Services
Massachusetts
$4.08K +$68 +1 +2%
FFA
286
Farther Finance Advisors
California
$3.49K +$1.16K +17 +50%
AssetMark Inc
287
AssetMark Inc
California
$3.15K +$956 +14 +44%
GI
288
Gradient Investments
Minnesota
$2.87K
NMG
289
New Millennium Group
Utah
$2.68K
CIAS
290
Capital Investment Advisory Services
North Carolina
$2.53K +$2.53K +37 New
GWSG
291
GPS Wealth Strategies Group
Colorado
$2.19K +$2.19K +32 New
AIC
292
Archer Investment Corporation
Indiana
$1.92K +$1.91K +28 New
CMA
293
Cedar Mountain Advisors
Oregon
$1.85K
AAP
294
Arax Advisory Partners
Colorado
$1.58K
RWPA
295
Richard W. Paul & Associates
Michigan
$1.23K
GEA
296
Glen Eagle Advisors
New Jersey
$1.09K -$5.74K -84 -84%
TRCT
297
Tower Research Capital (TRC)
New York
$1K -$349K -5,108 -100%
FGAM
298
Financial Gravity Asset Management
Texas
$581 +$205 +3 +5%
TCWA
299
Ten Capital Wealth Advisors
Washington
$349
SIS
300
Sound Income Strategies
Florida
$342 +$341 +5 New

MDYG Hedge Fund Activity: Q1 2023 in Review

300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2023, worth a combined $1.22B — up 8.8% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDYG positions and 17 closed out — a net gain of 14 holders — while 108 added to existing stakes and 117 trimmed.

The largest buyer was LPL Financial, adding an estimated $15M. The largest seller was Ford Financial Group, exiting entirely with an estimated $5.36M sold.

  • 300 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2023, up from 293 in Q4 2022.
  • Funds reported $1.22B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2023 and 17 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2023 was LPL Financial, an estimated $15M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2023 was Ford Financial Group, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.