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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
PIA
51
Perennial Investment Advisors
California
$4.57M -$144K -1,997 -3%
UBS Group
52
UBS Group
Switzerland
$4.42M -$390K -5,420 -8%
KOC
53
Koss-Olinger Consulting
Florida
$4.16M -$74.3K -1,031 -2%
SEIA
54
Signature Estate & Investment Advisors
California
$3.85M +$149K +2,072 +4%
WFPG
55
Waller Financial Planning Group
Ohio
$3.83M -$95.3K -1,323 -2%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$3.74M +$342K +4,750 +10%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$3.69M -$992K -13,772 -20%
BWP
58
Bernardo Wealth Planning
Pennsylvania
$3.54M +$59.3K +823 +2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$3.49M +$45K +624 +1%
GIA
60
Gladstone Institutional Advisory
Florida
$3.42M -$209K -2,903 -6%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.24M -$173K -2,408 -5%
MMA
62
Miracle Mile Advisors
California
$3.11M -$718K -9,965 -18%
BEI
63
Benjamin Edwards Inc
Missouri
$3.09M -$244K -3,383 -7%
ACM
64
Advisors Capital Management
New Jersey
$3.04M +$3.17M +43,978 New
Creative Planning
65
Creative Planning
Kansas
$2.98M +$522K +7,240 +20%
KWM
66
Kingsview Wealth Management
Oregon
$2.78M -$3.05M -42,354 -51%
WWM
67
Windsor Wealth Management
Indiana
$2.73M +$133K +1,840 +5%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.72M +$175K +2,430 +7%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$2.69M -$330K -4,580 -11%
VWA
70
Visionary Wealth Advisors
Illinois
$2.67M -$39K -542 -1%
KTA
71
Keeley-Teton Advisors
Illinois
$2.54M +$7.13K +99 +0.3%
PWG
72
Portside Wealth Group
Utah
$2.46M +$72K +1,000 +3%
LFG
73
Larson Financial Group
Missouri
$2.46M -$306K -4,253 -11%
LWM
74
Laidlaw Wealth Management
New York
$2.42M -$586K -8,133 -19%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2.39M +$1.05M +14,601 +73%

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.