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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
MMA
76
Miracle Mile Advisors
California
$2.44M -$891K -12,695 -28%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$2.44M +$1.39M +19,829 +159%
Comerica Bank
78
Comerica Bank
Texas
$2.44M +$87.5K +1,247 +4%
BA
79
Bellwether Advisors
Nebraska
$2.43M +$2.25M +32,145 New
GFG
80
Goldstone Financial Group
Illinois
$2.4M +$645K +9,200 +41%
IRC
81
Investors Research Corp
Georgia
$2.32M -$17.7K -252 -0.8%
PSF
82
Pacific Sun Financial
California
$2.27M -$12.6K -180 -0.6%
EH
83
Equitable Holdings
New York
$2.27M +$289K +4,125 +16%
CMP
84
Courage Miller Partners
Virginia
$2.25M -$772 -11 -0%
Creative Planning
85
Creative Planning
Kansas
$2.25M -$936K -13,342 -31%
AI
86
Atria Investments
North Carolina
$2.05M -$317K -4,525 -14%
Goldman Sachs
87
Goldman Sachs
New York
$2.01M +$879K +12,529 +90%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.94M +$1.76M +25,043 +3,994%
CFG
89
Cooper Financial Group
California
$1.94M +$179K +2,555 +11%
DC
90
Destiny Capital
Colorado
$1.91M +$1.77M +25,267 New
ORL
91
Oak Root LLC
California
$1.9M +$1.76M +25,111 New
BCM
92
Barden Capital Management
Texas
$1.9M
JP Morgan Chase
93
JP Morgan Chase
New York
$1.9M +$1.04M +14,841 +145%
LWM
94
Laidlaw Wealth Management
New York
$1.84M -$753K -10,739 -31%
OAM
95
Occidental Asset Management
California
$1.75M +$69.2K +987 +4%
IWP
96
IAG Wealth Partners
Wisconsin
$1.74M -$56.2K -801 -3%
GWM
97
Geneos Wealth Management
Colorado
$1.73M -$184K -2,630 -10%
SCM
98
SCS Capital Management
Massachusetts
$1.72M -$7.65K -109 -0.5%
AMG
99
Asset Management Group
Connecticut
$1.7M +$5.89K +84 +0.4%
IWM
100
IHT Wealth Management
Illinois
$1.66M +$111K +1,587 +8%

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.