We are live on ! Find out more
MDYG icon

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
KFI
76
Key Financial Inc
Pennsylvania
$1.91M +$566K +8,567 +37%
DP
77
Denver PWM
Colorado
$1.9M +$85.6K +1,297 +4%
UF
78
Univest Financial
Pennsylvania
$1.79M +$1.96M +29,731 New
TCMP
79
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.72M -$61.7K -935 -3%
BCM
80
Barden Capital Management
Texas
$1.71M -$45K -682 -2%
MFG
81
Merit Financial Group
Georgia
$1.71M +$1.87M +28,302 New
CMP
82
Courage Miller Partners
Virginia
$1.63M +$23.1K +350 +1%
SWP
83
Stratos Wealth Partners
Ohio
$1.56M -$239K -3,623 -12%
FIM
84
Freedom Investment Management
Connecticut
$1.55M +$17.6K +266 +1%
WWM
85
Windsor Wealth Management
Indiana
$1.51M +$336K +5,082 +27%
WA
86
Wambolt & Associates
Colorado
$1.39M -$1.1M -16,646 -42%
CFG
87
Cooper Financial Group
California
$1.38M +$49.8K +754 +3%
AMG
88
Asset Management Group
Connecticut
$1.34M +$4.75K +72 +0.3%
CWA
89
Centennial Wealth Advisory
Michigan
$1.33M +$379K +5,744 +35%
Goldman Sachs
90
Goldman Sachs
New York
$1.26M -$116K -1,762 -8%
AWS
91
Atria Wealth Solutions
New York
$1.24M +$695K +10,532 +104%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$1.23M -$61.2K -927 -4%
EH
93
Equitable Holdings
New York
$1.22M -$8.71K -132 -0.6%
IWM
94
IHT Wealth Management
Illinois
$1.2M +$421K +6,372 +47%
WIA
95
World Investment Advisors
California
$1.2M
OAM
96
Occidental Asset Management
California
$1.14M +$86.5K +1,311 +7%
IMC Chicago
97
IMC Chicago
Illinois
$1.09M +$146K +2,211 +14%
BFM
98
Broadview Financial Management
Wisconsin
$1.08M +$17.3K +262 +1%
TAIM
99
TD Ameritrade Investment Management
Nebraska
$1.05M -$288K -4,356 -20%
GWM
100
GSB Wealth Management
Connecticut
$985K

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.