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State Street SPDR S&P 400 Mid Cap Growth ETF

325 hedge funds and large institutions have $1.78B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

30% more capital invested

Capital invested by funds: $1.37B → $1.78B (+$413M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

9% more funds holding

Funds holding: 298325 (+27)

2.99% more ownership

Funds ownership: 75.27%78.26% (+3%)

8% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 110

Holders
325
Holders Change
+27
Holders Change %
+9.06%
% of All Funds
4.74%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
48
Increased
119
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
51
Avantax Planning Partners
Iowa
$5.49M -$75.1K -1,070 -1%
WP
52
WealthShield Partners
North Carolina
$5.3M +$194K +2,759 +4%
TWP
53
Total Wealth Planning
Ohio
$5.13M -$225K -3,210 -5%
KOC
54
Koss-Olinger Consulting
Florida
$4.49M -$60.5K -863 -1%
SEIA
55
Signature Estate & Investment Advisors
California
$4.31M +$88.8K +1,266 +2%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$4.22M +$1.48M +21,149 +61%
WFPG
57
Waller Financial Planning Group
Ohio
$4.16M -$29.2K -416 -0.8%
BWP
58
Bernardo Wealth Planning
Pennsylvania
$4.08M +$195K +2,776 +5%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$4.05M +$3.79K +54 +0.1%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$4.03M -$60.4K -861 -2%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.81M +$247K +3,522 +8%
GIA
62
Gladstone Institutional Advisory
Florida
$3.78M +$40.5K +578 +1%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.7M -$112K -1,590 -3%
FIA
64
Foundations Investment Advisors
Arizona
$3.31M +$2.44M +34,772 +412%
BEI
65
Benjamin Edwards Inc
Missouri
$3.14M -$219K -3,116 -7%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.97M -$10.9K -155 -0.4%
KWM
67
Kingsview Wealth Management
Oregon
$2.91M -$125K -1,780 -4%
SWP
68
Stratos Wealth Partners
Ohio
$2.84M +$368K +5,240 +16%
BWG
69
Balanced Wealth Group
Ohio
$2.8M +$2.59M +36,937 New
PWG
70
Portside Wealth Group
Utah
$2.75M +$51.7K +737 +2%
KTA
71
Keeley-Teton Advisors
Illinois
$2.74M -$39.1K -558 -2%
CPIG
72
Chicago Partners Investment Group
Illinois
$2.68M +$351K +5,009 +16%
PS
73
Principal Securities
Iowa
$2.66M +$2.46M +35,099 New
VWA
74
Visionary Wealth Advisors
Illinois
$2.56M -$343K -4,890 -13%
TCMP
75
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.56M -$11.6K -165 -0.5%

MDYG Hedge Fund Activity: Q4 2023 in Review

325 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2023, worth a combined $1.78B — up 30% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 17 closed out — a net gain of 31 holders — while 119 added to existing stakes and 110 trimmed.

The largest buyer was Citigroup, adding an estimated $167M. The largest seller was First National Trust, cutting an estimated $15.4M.

  • 325 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2023, up from 298 in Q3 2023.
  • Funds reported $1.78B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2023 and 17 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2023 was Citigroup, an estimated $167M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2023 was First National Trust, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2023.