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State Street SPDR S&P 400 Mid Cap Growth ETF

298 hedge funds and large institutions have $1.37B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 296298 (+2)

0.77% less ownership

Funds ownership: 76.04%75.27% (-0.77%)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

10% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 117

Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
105
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$13.3M +$592K +8,221 +4%
RA
27
Rodgers & Associates
Pennsylvania
$12.6M -$31K -430 -0.2%
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$11.9M +$12.4M +172,705 New
SFM
29
Signet Financial Management
New Jersey
$11.7M -$76.1K -1,057 -0.6%
WWA
30
WCG Wealth Advisors
Nevada
$10.8M +$737K +10,235 +7%
PAG
31
Private Advisor Group
New Jersey
$10.7M +$2.93M +40,676 +36%
SWM
32
Shakespeare Wealth Management
Wisconsin
$10.6M +$62.3K +865 +0.6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$10.3M +$2.33M +32,280 +28%
KW
34
KWB Wealth
California
$9.3M -$104K -1,449 -1%
Mariner
35
Mariner
Kansas
$9.03M +$249K +3,454 +3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.91M +$87.8K +1,219 +1%
Truist Financial
37
Truist Financial
North Carolina
$8.9M +$81K +1,124 +0.9%
E
38
ETFidea
New York
$8.48M
Bank of America
39
Bank of America
North Carolina
$7.48M -$4.19M -58,208 -35%
PWMG
40
Prestige Wealth Management Group
New Jersey
$6.43M -$306K -4,242 -4%
SPWG
41
Syntegra Private Wealth Group
Missouri
$6.39M -$408K -5,663 -6%
DI
42
Diligent Investors
California
$6.38M -$745K -10,335 -10%
EWM
43
Executive Wealth Management
Michigan
$6.09M +$6.34M +88,018 New
SWM
44
SFG Wealth Management
Maryland
$5.96M +$2.72M +37,804 +78%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$5.32M -$397K -5,514 -7%
EFL
46
ERn Financial LLC
Wisconsin
$5.11M -$128K -1,770 -2%
APP
47
Avantax Planning Partners
Iowa
$5.09M -$426K -5,909 -7%
TWP
48
Total Wealth Planning
Ohio
$4.91M -$119K -1,645 -2%
PFO
49
Pathstone Family Office
New Jersey
$4.88M +$5.08M +70,562 New
WP
50
WealthShield Partners
North Carolina
$4.65M -$152K -2,110 -3%

MDYG Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2023, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 19 closed out — a net gain of 5 holders — while 105 added to existing stakes and 117 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $14M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $25.5M.

  • 298 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2023, up from 296 in Q2 2023.
  • Funds reported $1.37B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2023 and 19 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $14M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2023 was Qube Research & Technologies (QRT), an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2023.