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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
PAG
51
Private Advisor Group
New Jersey
$3.63M +$640K +9,700 +19%
GIA
52
Gladstone Institutional Advisory
Florida
$3.5M +$753K +11,413 +24%
UBS Group
53
UBS Group
Switzerland
$3.35M +$972K +14,729 +36%
FWM
54
Foresight Wealth Management
Utah
$3.35M -$135K -2,044 -4%
Citadel Advisors
55
Citadel Advisors
Florida
$3.31M +$2.15M +32,587 +146%
SEIA
56
Signature Estate & Investment Advisors
California
$3.3M +$46.7K +707 +1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$3.23M -$122K -1,847 -3%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$3.07M +$26.8K +406 +0.8%
SPIA
59
Steward Partners Investment Advisory
New York
$2.97M -$50.5K -765 -2%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$2.95M +$57.9K +877 +2%
LWM
61
Laidlaw Wealth Management
New York
$2.88M +$73.1K +1,108 +2%
DWM
62
Denver Wealth Management
Colorado
$2.8M +$3.06M +46,407 New
CFSG
63
Clark Financial Services Group
Missouri
$2.76M +$3.02M +45,796 New
CA
64
Cetera Advisors
Colorado
$2.51M +$419K +6,354 +18%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.48M +$1.37M +20,822 +102%
Truist Financial
66
Truist Financial
North Carolina
$2.38M -$1.16M -17,639 -31%
SCM
67
SCS Capital Management
Massachusetts
$2.32M -$24.1M -365,173 -90%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.25M -$49K -742 -2%
IWP
69
IAG Wealth Partners
Wisconsin
$2.22M -$198K -2,999 -8%
Creative Planning
70
Creative Planning
Kansas
$2.15M +$207K +3,141 +10%
KTA
71
Keeley-Teton Advisors
Illinois
$2.1M +$2.71K +41 +0.1%
CAG
72
Csenge Advisory Group
Florida
$2.1M +$83.5K +1,265 +4%
IRC
73
Investors Research Corp
Georgia
$2.02M -$5.81K -88 -0.3%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$1.94M -$830K -12,568 -28%
PSF
75
Pacific Sun Financial
California
$1.93M -$14.5K -220 -0.7%

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.