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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
SS
301
Sunbelt Securities
Texas
$12.2K
VL
302
Vima LLC
Michigan
$11.3K +$10.5K +149 New
KA
303
Kozak & Associates
Colorado
$10.7K +$70 +1 +0.7%
PA
304
Parallel Advisors
California
$9.99K
CTWM
305
Cherry Tree Wealth Management
Minnesota
$8.85K
WIM
306
Westside Investment Management
California
$8.25K
CIA
307
Cape Investment Advisory
Georgia
$7.79K
SIS
308
Sound Income Strategies
Florida
$7.64K +$7.08K +101 New
AWM
309
Angeles Wealth Management
California
$6.13K +$5.68K +81 New
RCM
310
Raleigh Capital Management
North Carolina
$6.05K +$5.61K +80 New
TFG
311
Team Financial Group
California
$6.05K
TVAMP
312
Tennessee Valley Asset Management Partners
Tennessee
$5.77K +$5.33K +76 New
AAP
313
Arax Advisory Partners
Colorado
$5.63K +$3.58K +51 +222%
S
314
Sachetta
Massachusetts
$3.25K +$3.02K +43 New
NMG
315
New Millennium Group
Utah
$2.99K +$70 +1 +3%
GWSG
316
GPS Wealth Strategies Group
Colorado
$2.67K +$491 +7 +25%
HGA
317
Hobbs Group Advisors
South Carolina
$2.35K +$2.17K +31 New
AIC
318
Archer Investment Corporation
Indiana
$2.12K
CMA
319
Cedar Mountain Advisors
Oregon
$2.04K
NS
320
NBC Securities
Alabama
$2K
PCMC
321
Planning Capital Management Corporation
Pennsylvania
$1.48K +$1.33K +19 New
FGAM
322
Financial Gravity Asset Management
Texas
$1.29K +$631 +9 +100%
GEA
323
Glen Eagle Advisors
New Jersey
$1.21K
CP
324
Castleview Partners
Texas
$454
FFA
325
Farther Finance Advisors
California
$76

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.