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State Street SPDR S&P 400 Mid Cap Growth ETF

258 hedge funds and large institutions have $850M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 264258 (-6)

4.6% less ownership

Funds ownership: 69.35%64.74% (-4.6%)

6% less capital invested

Capital invested by funds: $905M → $850M (-$54M)

Holders
258
Holders Change
-6
Holders Change %
-2.27%
% of All Funds
4.44%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
20
Increased
109
Reduced
84
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
26
TIAA FSB
Florida
$8.27M -$907K -13,738 -9%
Morgan Stanley
27
Morgan Stanley
New York
$8.08M +$596K +9,022 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$7.84M +$468K +7,095 +6%
KW
29
KWB Wealth
California
$7.75M -$3.48M -52,654 -29%
E
30
ETFidea
New York
$7.42M +$92.9K +1,407 +1%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$7.05M -$17.8M -268,910 -70%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$6.73M +$580K +8,779 +9%
DI
33
Diligent Investors
California
$6.28M +$94.9K +1,437 +1%
Mariner
34
Mariner
Kansas
$6.13M -$61.6K -933 -0.9%
PWMG
35
Prestige Wealth Management Group
New Jersey
$6.08M +$73.3K +1,110 +1%
KWM
36
Kingsview Wealth Management
Oregon
$5.46M -$536K -8,124 -8%
CWA
37
Clarus Wealth Advisors
Arizona
$5.1M -$59K -893 -1%
MMA
38
Miracle Mile Advisors
California
$5.07M +$264K +3,999 +5%
APP
39
Avantax Planning Partners
Iowa
$5.01M +$210K +3,176 +4%
FFG
40
Ford Financial Group
California
$4.88M +$2.92M +44,305 +121%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.53M -$635K -9,626 -11%
IA
42
IFP Advisors
Florida
$4.48M +$1.13M +17,124 +78%
WFPG
43
Waller Financial Planning Group
Ohio
$4.44M +$47.5K +719 +1%
V
44
Veritable
Delaware
$4.36M -$380K -5,760 -7%
CIM
45
Confluence Investment Management
Missouri
$4.26M +$338K +5,119 +8%
EFL
46
ERn Financial LLC
Wisconsin
$4.15M +$484K +7,337 +12%
TWP
47
Total Wealth Planning
Ohio
$4.05M -$24.3K -368 -0.5%
LFG
48
Larson Financial Group
Missouri
$3.97M +$4.32M +65,458 +16,698%
KOC
49
Koss-Olinger Consulting
Florida
$3.89M +$80.3K +1,217 +2%
WP
50
WealthShield Partners
North Carolina
$3.79M -$115K -1,742 -3%

MDYG Hedge Fund Activity: Q3 2022 in Review

258 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2022, worth a combined $850M — down 6% from $905M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MDYG and 20 opened new positions — a net loss of 2 holders — while 84 trimmed existing stakes and 109 added.

The largest buyer was LPL Financial, adding an estimated $10.1M. The largest seller was Financial Engines Advisors, cutting an estimated $36.7M.

  • 258 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2022, down from 264 in Q2 2022.
  • Funds reported $850M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2022, down 6% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2022 and 22 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $10.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2022 was Financial Engines Advisors, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2022.