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State Street SPDR S&P 400 Mid Cap Growth ETF

300 hedge funds and large institutions have $1.22B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.12B → $1.22B (+$99.3M)

2% more funds holding

Funds holding: 293300 (+7)

1.07% more ownership

Funds ownership: 72.38%73.45% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 117

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
31
Increased
108
Reduced
117
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$11.6M -$409K -5,993 -3%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$11.4M +$774K +11,339 +7%
SFM
28
Signet Financial Management
New Jersey
$11.4M +$228K +3,337 +2%
JFA
29
JNBA Financial Advisors
Minnesota
$11.2M +$340K +4,973 +3%
WWA
30
WCG Wealth Advisors
Nevada
$10.5M +$639K +9,360 +6%
CI
31
Chartist Inc
California
$10.3M +$1.71M +24,977 New
SWM
32
Shakespeare Wealth Management
Wisconsin
$10.1M +$122K +1,790 +1%
PAG
33
Private Advisor Group
New Jersey
$9.88M +$4.55M +66,677 +86%
Mariner
34
Mariner
Kansas
$8.56M +$144K +2,114 +2%
Truist Financial
35
Truist Financial
North Carolina
$8.5M +$285K +4,173 +3%
EWA
36
EP Wealth Advisors
California
$8.49M +$784K +11,486 +163%
KW
37
KWB Wealth
California
$8.39M +$113K +1,648 +1%
E
38
ETFidea
New York
$8.38M -$5.6K -82 -0.1%
DI
39
Diligent Investors
California
$7.09M -$23.8K -349 -0.3%
SPWG
40
Syntegra Private Wealth Group
Missouri
$6.89M +$200K +2,931 +3%
PWMG
41
Prestige Wealth Management Group
New Jersey
$6.71M -$226K -3,311 -3%
KWM
42
Kingsview Wealth Management
Oregon
$5.76M -$416K -6,087 -7%
MMA
43
Miracle Mile Advisors
California
$5.7M -$51.4K -752 -0.9%
APP
44
Avantax Planning Partners
Iowa
$5.63M -$74K -1,084 -1%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$5.63M -$1.06M -15,580 -16%
PIA
46
Perennial Investment Advisors
California
$5.5M +$5.49M +80,364 New
UBS Group
47
UBS Group
Switzerland
$5.4M -$1.61M -23,541 -23%
TWP
48
Total Wealth Planning
Ohio
$5.06M -$33.9K -497 -0.7%
EFL
49
ERn Financial LLC
Wisconsin
$5.03M +$1.64K +24 +0%
V
50
Veritable
Delaware
$4.62M -$245K -3,590 -5%

MDYG Hedge Fund Activity: Q1 2023 in Review

300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2023, worth a combined $1.22B — up 8.8% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDYG positions and 17 closed out — a net gain of 14 holders — while 108 added to existing stakes and 117 trimmed.

The largest buyer was LPL Financial, adding an estimated $15M. The largest seller was Ford Financial Group, exiting entirely with an estimated $5.36M sold.

  • 300 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2023, up from 293 in Q4 2022.
  • Funds reported $1.22B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2023 and 17 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2023 was LPL Financial, an estimated $15M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2023 was Ford Financial Group, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.