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State Street SPDR S&P 400 Mid Cap Growth ETF

293 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

32% more capital invested

Capital invested by funds: $850M → $1.12B (+$274M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

14% more funds holding

Funds holding: 258293 (+35)

7.64% more ownership

Funds ownership: 64.74%72.38% (+7.6%)

Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
59
Increased
104
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$10.3M -$16.6K -252 -0.2%
TF
27
TIAA FSB
Florida
$10.3M +$1.35M +20,471 +15%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$10.2M +$122K +1,847 +1%
SWM
29
Shakespeare Wealth Management
Wisconsin
$9.56M +$478K +7,272 +5%
WWA
30
WCG Wealth Advisors
Nevada
$9.45M +$921K +14,004 +11%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.45M -$46.3K -704 -0.5%
KW
32
KWB Wealth
California
$8.28M -$113K -1,712 -1%
Mariner
33
Mariner
Kansas
$8.03M +$1.41M +21,421 +21%
E
34
ETFidea
New York
$8.01M -$24.9K -379 -0.3%
Truist Financial
35
Truist Financial
North Carolina
$7.85M +$5.31M +80,658 +205%
Wells Fargo
36
Wells Fargo
California
$7.14M -$7.44M -113,059 -51%
DI
37
Diligent Investors
California
$6.79M -$3.68K -56 -0.1%
UBS Group
38
UBS Group
Switzerland
$6.69M +$3.08M +46,859 +84%
PWMG
39
Prestige Wealth Management Group
New Jersey
$6.62M +$38.7K +588 +0.6%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$6.39M -$1.26M -19,080 -16%
SPWG
41
Syntegra Private Wealth Group
Missouri
$6.39M +$6.43M +97,746 New
KWM
42
Kingsview Wealth Management
Oregon
$5.9M -$7.96K -121 -0.1%
MMA
43
Miracle Mile Advisors
California
$5.49M +$1.91K +29 +0%
APP
44
Avantax Planning Partners
Iowa
$5.45M +$24.1K +367 +0.4%
FFG
45
Ford Financial Group
California
$5.36M +$73.2K +1,113 +1%
TWP
46
Total Wealth Planning
Ohio
$4.86M +$473K +7,195 +11%
EFL
47
ERn Financial LLC
Wisconsin
$4.8M +$307K +4,664 +7%
WFPG
48
Waller Financial Planning Group
Ohio
$4.66M -$148K -2,247 -3%
V
49
Veritable
Delaware
$4.65M -$76.3K -1,160 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$4.55M -$351K -5,334 -7%

MDYG Hedge Fund Activity: Q4 2022 in Review

293 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2022, worth a combined $1.12B — up 32% from $850M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDYG positions and 19 closed out — a net gain of 40 holders — while 104 added to existing stakes and 88 trimmed.

The largest buyer was Stifel Financial, adding an estimated $37.9M. The largest seller was FAS Wealth Partners, cutting an estimated $10.6M.

  • 293 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2022 was Stifel Financial, an estimated $37.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2022.