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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$4.55M +$1.14M +16,751 +34%
WP
52
WealthShield Partners
North Carolina
$4.47M +$109K +1,592 +3%
KOC
53
Koss-Olinger Consulting
Florida
$4.24M -$111K -1,619 -3%
WFPG
54
Waller Financial Planning Group
Ohio
$3.86M -$1.03M -15,021 -21%
SEIA
55
Signature Estate & Investment Advisors
California
$3.81M -$21.3K -312 -0.6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$3.63M -$1.14M -16,679 -24%
GIA
57
Gladstone Institutional Advisory
Florida
$3.62M -$105K -1,533 -3%
BWP
58
Bernardo Wealth Planning
Pennsylvania
$3.33M +$388K +5,678 +13%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$3.29M +$82.4K +1,206 +3%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$3.28M -$194K -2,834 -6%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$3.18M -$98.9K -1,448 -3%
LWM
62
Laidlaw Wealth Management
New York
$3.14M -$68.9K -1,009 -2%
EH
63
Equitable Holdings
New York
$2.79M +$323K +4,733 +13%
LFG
64
Larson Financial Group
Missouri
$2.77M -$36.8K -539 -1%
MML Investors Services
65
MML Investors Services
Massachusetts
$2.43M -$428K -6,266 -15%
FIA
66
Foundations Investment Advisors
Arizona
$2.42M +$86.5K +1,266 +4%
IWP
67
IAG Wealth Partners
Wisconsin
$2.38M -$1.3M -19,013 -35%
Creative Planning
68
Creative Planning
Kansas
$2.37M -$760K -11,123 -24%
KTA
69
Keeley-Teton Advisors
Illinois
$2.3M +$5.33K +78 +0.2%
IRC
70
Investors Research Corp
Georgia
$2.22M -$72K -1,055 -3%
DP
71
Denver PWM
Colorado
$2.21M +$112K +1,639 +5%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$2.2M -$459K -6,728 -17%
DC
73
Destiny Capital
Colorado
$2.06M -$19.1K -279 -0.9%
TCMP
74
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.03M +$177K +2,596 +9%
BCM
75
Barden Capital Management
Texas
$2.03M +$7.1K +104 +0.4%

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.