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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
TCMP
76
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.35M +$251K +3,480 +11%
SWP
77
Stratos Wealth Partners
Ohio
$2.23M +$731K +10,142 +46%
AI
78
Atria Investments
North Carolina
$2.19M +$187K +2,594 +9%
DP
79
Denver PWM
Colorado
$2.17M -$62K -860 -3%
Comerica Bank
80
Comerica Bank
Texas
$2.14M +$2.23M +30,974 New
IRC
81
Investors Research Corp
Georgia
$2.14M -$108K -1,504 -5%
PSF
82
Pacific Sun Financial
California
$2.09M -$72.8K -1,010 -3%
CMP
83
Courage Miller Partners
Virginia
$2.06M +$83.2K +1,155 +4%
GRP
84
Global Retirement Partners
California
$2.03M +$1.69M +23,397 +356%
CPIG
85
Chicago Partners Investment Group
Illinois
$2.01M +$38.9K +540 +2%
IMC Chicago
86
IMC Chicago
Illinois
$2M +$2.08M +28,867 New
DCS
87
Destiny Capital Securities
Colorado
$1.97M +$2.05M +28,524 New
BCM
88
Barden Capital Management
Texas
$1.9M +$464K +6,437 +31%
EH
89
Equitable Holdings
New York
$1.78M -$1.09M -15,168 -37%
GWM
90
Geneos Wealth Management
Colorado
$1.76M +$335K +4,651 +22%
SAF
91
Smith Anglin Financial
Texas
$1.73M -$92.2K -1,280 -5%
SL
92
SWMG LLC
Texas
$1.67M +$127K +1,768 +8%
IWP
93
IAG Wealth Partners
Wisconsin
$1.64M -$123K -1,704 -7%
CFG
94
Cooper Financial Group
California
$1.59M -$13.7K -190 -0.8%
SCM
95
SCS Capital Management
Massachusetts
$1.58M -$48.3K -671 -3%
GFG
96
Goldstone Financial Group
Illinois
$1.56M +$267K +3,704 +20%
AMG
97
Asset Management Group
Connecticut
$1.55M +$4.75K +66 +0.3%
OAM
98
Occidental Asset Management
California
$1.53M +$33.9K +471 +2%
FIM
99
Freedom Investment Management
Connecticut
$1.47M -$112K -1,557 -7%
ATC
100
Argent Trust Co
Tennessee
$1.45M +$7.28K +101 +0.5%

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.