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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
KA
276
Kozak & Associates
Colorado
$9.75K
PA
277
Parallel Advisors
California
$9.13K
IPW
278
Impact Partnership Wealth
Georgia
$8.92K +$9.29K +129 New
CTWM
279
Cherry Tree Wealth Management
Minnesota
$8.09K
GI
280
Gradient Investments
Minnesota
$7.88K +$5.19K +72 +171%
WIM
281
Westside Investment Management
California
$7.54K
CIA
282
Cape Investment Advisory
Georgia
$7.09K +$72 +1 +1%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$6.43K
TFG
284
Team Financial Group
California
$5.51K +$5.76K +80 New
PA
285
PSI Advisors
Florida
$5.22K
NMG
286
New Millennium Group
Utah
$2.73K
CIAS
287
Capital Investment Advisory Services
North Carolina
$2.56K
NS
288
NBC Securities
Alabama
$2K +$2.38K +33 New
GWSG
289
GPS Wealth Strategies Group
Colorado
$1.95K
AIC
290
Archer Investment Corporation
Indiana
$1.94K
CMA
291
Cedar Mountain Advisors
Oregon
$1.87K
AssetMark Inc
292
AssetMark Inc
California
$1.87K +$1.01K +14 +108%
AAP
293
Arax Advisory Partners
Colorado
$1.61K -$504 -7 -23%
RWPA
294
Richard W. Paul & Associates
Michigan
$1.25K
GEA
295
Glen Eagle Advisors
New Jersey
$1.11K
Citigroup
296
Citigroup
New York
$691 +$576 +8 +400%
FGAM
297
Financial Gravity Asset Management
Texas
$598 -$4.54K -63 -88%
CP
298
Castleview Partners
Texas
$415
FFA
299
Farther Finance Advisors
California
$69
V
300
Veritable
Delaware
-$4.94M -68,987 Closed

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.