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State Street SPDR S&P 400 Mid Cap Growth ETF

293 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

32% more capital invested

Capital invested by funds: $850M → $1.12B (+$274M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

14% more funds holding

Funds holding: 258293 (+35)

7.64% more ownership

Funds ownership: 64.74%72.38% (+7.6%)

Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
59
Increased
104
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
101
Argent Trust Co
Tennessee
$1.36M +$1.37M +20,880 New
AWS
102
Atria Wealth Solutions
New York
$1.33M -$15.1K -229 -1%
OAM
103
Occidental Asset Management
California
$1.3M +$67.1K +1,020 +5%
WIA
104
World Investment Advisors
California
$1.3M
IWM
105
IHT Wealth Management
Illinois
$1.28M -$14.9K -227 -1%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$1.19M -$145K -2,200 -11%
JWCA
107
J.W. Cole Advisors
Florida
$1.17M +$323K +4,909 +38%
BFM
108
Broadview Financial Management
Wisconsin
$1.16M -$7.7K -117 -0.7%
JP Morgan Chase
109
JP Morgan Chase
New York
$1.14M +$881K +13,397 +328%
SFG
110
Sage Financial Group
Pennsylvania
$1.14M +$275K +4,177 +31%
AI
111
Atria Investments
North Carolina
$1.13M +$1.14M +17,367 New
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$1.11M +$50.1K +762 +5%
FFG
113
Fullen Financial Group
Ohio
$1.05M +$4.54K +69 +0.5%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$184K +2,794 +21%
CTC
115
Central Trust Company
Missouri
$1.02M +$730K +11,093 +248%
GWM
116
Geneos Wealth Management
Colorado
$1.01M -$8.55K -130 -0.8%
PP
117
Prudential plc
United Kingdom
$1M -$24.7K -375 -2%
LW
118
Linscomb Wealth
Texas
$972K +$979K +14,884 New
LC
119
LTG Capital
Massachusetts
$971K +$3.09K +47 +0.3%
FVWA
120
Foster Victor Wealth Advisors
South Carolina
$970K +$395 +6 +0%
PFA
121
Pure Financial Advisors
California
$962K +$15.3K +233 +2%
GP
122
Girard Partners
Pennsylvania
$929K -$36.2K -550 -4%
TAIM
123
TD Ameritrade Investment Management
Nebraska
$898K -$239K -3,637 -21%
FIBT
124
First International Bank & Trust
North Dakota
$898K +$6.97K +106 +0.8%
TC
125
Trilogy Capital
California
$885K -$18.6K -282 -2%

MDYG Hedge Fund Activity: Q4 2022 in Review

293 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2022, worth a combined $1.12B — up 32% from $850M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDYG positions and 19 closed out — a net gain of 40 holders — while 104 added to existing stakes and 88 trimmed.

The largest buyer was Stifel Financial, adding an estimated $37.9M. The largest seller was FAS Wealth Partners, cutting an estimated $10.6M.

  • 293 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2022 was Stifel Financial, an estimated $37.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2022.