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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
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$4.47M +$1.79M +27,242 +66%
IA
52
IFP Advisors
Florida
$4.41M -$39.7K -603 -2%
WP
53
WealthShield Partners
North Carolina
$4.16M +$59.7K +907 +1%
KOC
54
Koss-Olinger Consulting
Florida
$4.15M -$58.4K -888 -1%
SEIA
55
Signature Estate & Investment Advisors
California
$3.65M +$80.5K +1,223 +2%
DWM
56
Denver Wealth Management
Colorado
$3.6M +$569K +8,647 +19%
GIA
57
Gladstone Institutional Advisory
Florida
$3.55M -$241K -3,665 -6%
IWP
58
IAG Wealth Partners
Wisconsin
$3.51M +$1.11M +16,945 +46%
CWA
59
Clarus Wealth Advisors
Arizona
$3.5M -$1.95M -29,703 -36%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$3.31M -$14.6K -222 -0.4%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$3.25M -$246K -3,743 -7%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$3.13M -$64.3K -978 -2%
LWM
63
Laidlaw Wealth Management
New York
$3.06M -$61.6K -937 -2%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$3.06M +$2.18M +33,082 +241%
UF
65
Univest Financial
Pennsylvania
$2.99M +$1.05M +16,032 +54%
Creative Planning
66
Creative Planning
Kansas
$2.99M +$661K +10,049 +28%
CFSG
67
Clark Financial Services Group
Missouri
$2.95M -$43.4K -660 -1%
BWP
68
Bernardo Wealth Planning
Pennsylvania
$2.81M +$2.83M +43,020 New
MML Investors Services
69
MML Investors Services
Massachusetts
$2.73M +$292K +4,445 +12%
LFG
70
Larson Financial Group
Missouri
$2.68M -$1.63M -24,835 -38%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$2.54M +$446K +6,775 +21%
EH
72
Equitable Holdings
New York
$2.35M +$1.04M +15,775 +78%
CAG
73
Csenge Advisory Group
Florida
$2.29M +$14.6K +222 +0.6%
FIA
74
Foundations Investment Advisors
Arizona
$2.23M +$2.24M +34,093 New
KTA
75
Keeley-Teton Advisors
Illinois
$2.2M -$82.5K -1,254 -4%

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.