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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
CWP
276
Concord Wealth Partners
Virginia
$39.9K -$4.42K -63 -11%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$37.8K +$35.1K +500 New
GI
278
Gradient Investments
Minnesota
$35.7K +$25.1K +358 +314%
FRA
279
Front Row Advisors
California
$34.1K
BCMLT
280
Beacon Capital Management LLC (Tennessee)
Tennessee
$33K
BFPW
281
BOK Financial Private Wealth
Colorado
$32.6K
AIM
282
Anchor Investment Management
South Carolina
$32.2K
JWA
283
JFS Wealth Advisors
Pennsylvania
$30.1K +$70 +1 +0.3%
CAL
284
Capital Analysts LLC
Pennsylvania
$29K -$3.93K -56 -13%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$28.3K +$140 +2 +0.5%
BWP
286
Baldwin Wealth Partners
Massachusetts
$27.2K
CJ
287
Caitlin John
Michigan
$23.5K +$21.8K +311 New
FCMT
288
Founders Capital Management (Texas)
Texas
$21.4K +$70 +1 +0.4%
MRCM
289
M&R Capital Management
New Jersey
$21.1K +$70 +1 +0.4%
OCM
290
Orion Capital Management
California
$20.4K
BWM
291
Baystate Wealth Management
Massachusetts
$19.8K +$70 +1 +0.4%
SAM
292
Smartleaf Asset Management
Massachusetts
$16.2K +$14.9K +212 New
TCM
293
TD Capital Management
Tennessee
$15.8K
AF
294
Advisornet Financial
Minnesota
$15.8K -$2.52K -36 -15%
William Blair & Company
295
William Blair & Company
Illinois
$15.4K -$4.7K -67 -25%
CIAS
296
Capital Investment Advisory Services
North Carolina
$15.1K +$11.4K +162 +438%
PB
297
Pinnacle Bancorp
Nebraska
$14.8K
PPWM
298
PFG Private Wealth Management
Florida
$14K
PA
299
PSI Advisors
Florida
$12.5K +$6.38K +91 +121%
PA
300
Pineridge Advisors
Missouri
$12.3K +$11.4K +163 New

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.