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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
UBS AM
101
UBS AM
Illinois
$1.25M +$1.25M +18,286 New
JMPWA
102
JP Morgan Private Wealth Advisors
California
$1.23M -$14.7K -215 -1%
BFM
103
Broadview Financial Management
Wisconsin
$1.21M -$9.15K -134 -0.8%
MSAM
104
Moloney Securities Asset Management
Missouri
$1.21M +$305K +4,472 +34%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.19M -$3.48M -50,998 -75%
MFG
106
Merit Financial Group
Georgia
$1.16M -$446K -6,536 -28%
CTC
107
Central Trust Company
Missouri
$1.16M +$97.4K +1,427 +9%
Citadel Advisors
108
Citadel Advisors
Florida
$1.14M +$1.14M +16,728 New
MWPCG
109
Measured Wealth Private Client Group
New Hampshire
$1.13M -$25.7K -377 -2%
LW
110
Linscomb Wealth
Texas
$1.13M +$113K +1,648 +11%
CAG
111
Csenge Advisory Group
Florida
$1.1M -$1.3M -19,004 -54%
SL
112
SWMG LLC
Texas
$1.09M +$269K +3,933 +33%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$956 -14 -0.1%
GFG
114
Goldstone Financial Group
Illinois
$1.07M +$1.07M +15,700 New
PFA
115
Pure Financial Advisors
California
$1.06M +$50.3K +736 +5%
PP
116
Prudential plc
United Kingdom
$1.04M -$6.15K -90 -0.6%
FFG
117
Fullen Financial Group
Ohio
$1.02M +$2.53K +37 +0.2%
LC
118
LTG Capital
Massachusetts
$1.01M -$3.14K -46 -0.3%
PAS
119
Park Avenue Securities
New York
$1.01M +$96.1K +1,407 +11%
TC
120
Trilogy Capital
California
$933K +$6.28K +92 +0.7%
FVWA
121
Foster Victor Wealth Advisors
South Carolina
$928K -$58.6K -858 -6%
IA
122
IFP Advisors
Florida
$928K -$2.08M -30,432 -79%
GP
123
Girard Partners
Pennsylvania
$883K -$89.8K -1,315 -9%
WI
124
WrapManager Inc
California
$876K +$63K +923 +8%
PA
125
PFG Advisors
Arizona
$860K -$37.1K -544 -4%

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.