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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
BEI
76
Benjamin Edwards Inc
Missouri
$2.02M +$234K +3,425 +13%
WWM
77
Windsor Wealth Management
Indiana
$2.02M +$345K +5,045 +20%
CMP
78
Courage Miller Partners
Virginia
$1.97M +$87.1K +1,275 +5%
DWM
79
Drive Wealth Management
Utah
$1.97M -$67.5K -989 -3%
VWA
80
Visionary Wealth Advisors
Illinois
$1.94M +$393K +5,755 +25%
CPIG
81
Chicago Partners Investment Group
Illinois
$1.93M +$186K +2,728 +11%
TPWM
82
Twelve Points Wealth Management
Massachusetts
$1.82M -$40.9K -599 -2%
Goldman Sachs
83
Goldman Sachs
New York
$1.81M -$115K -1,688 -6%
DI
84
DFPG Investments
Utah
$1.77M +$163K +2,389 +10%
SCM
85
SCS Capital Management
Massachusetts
$1.7M -$216K -3,166 -11%
CFG
86
Cooper Financial Group
California
$1.62M +$22.6K +331 +1%
WA
87
Wambolt & Associates
Colorado
$1.55M -$9.36K -137 -0.6%
FIM
88
Freedom Investment Management
Connecticut
$1.54M -$123K -1,796 -7%
AMG
89
Asset Management Group
Connecticut
$1.53M +$3.89K +57 +0.3%
AI
90
Atria Investments
North Carolina
$1.52M +$331K +4,849 +28%
KFI
91
Key Financial Inc
Pennsylvania
$1.51M -$650K -9,513 -30%
OAM
92
Occidental Asset Management
California
$1.47M +$107K +1,566 +8%
IWM
93
IHT Wealth Management
Illinois
$1.45M +$110K +1,604 +8%
ATC
94
Argent Trust Co
Tennessee
$1.43M
GWM
95
Geneos Wealth Management
Colorado
$1.42M +$365K +5,344 +35%
SWP
96
Stratos Wealth Partners
Ohio
$1.39M -$269K -3,944 -16%
SFG
97
Sage Financial Group
Pennsylvania
$1.38M +$188K +2,752 +16%
WIA
98
World Investment Advisors
California
$1.37M +$12.2K +178 +0.9%
CWA
99
Centennial Wealth Advisory
Michigan
$1.35M -$719K -10,528 -35%
AWS
100
Atria Wealth Solutions
New York
$1.32M -$75.9K -1,112 -5%

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.