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State Street SPDR S&P 400 Mid Cap Growth ETF

296 hedge funds and large institutions have $1.41B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 124 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.22B → $1.41B (+$182M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.59% more ownership

Funds ownership: 73.45%76.04% (+2.6%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 300296 (-4)

18% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 124

Holders
296
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
4.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
19
Increased
102
Reduced
124
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Barden Capital Management
Texas
$1.51M -$586K -8,571 -29%
ATC
102
Argent Trust Co
Tennessee
$1.5M
GWM
103
Geneos Wealth Management
Colorado
$1.49M +$5.46K +80 +0.4%
SFG
104
Sage Financial Group
Pennsylvania
$1.45M +$6.08K +89 +0.4%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$1.43M +$283K +4,138 +26%
WIA
106
World Investment Advisors
California
$1.41M -$23.4K -343 -2%
CWA
107
Centennial Wealth Advisory
Michigan
$1.4M -$17.6K -258 -1%
GFG
108
Goldstone Financial Group
Illinois
$1.35M +$211K +3,095 +20%
AWS
109
Atria Wealth Solutions
New York
$1.3M -$76.5K -1,120 -6%
UBS AM
110
UBS AM
Illinois
$1.25M
MSAM
111
Moloney Securities Asset Management
Missouri
$1.25M -$15.2K -222 -1%
CTC
112
Central Trust Company
Missouri
$1.23M +$10.7K +157 +0.9%
BFM
113
Broadview Financial Management
Wisconsin
$1.22M -$40.5K -593 -3%
MWPCG
114
Measured Wealth Private Client Group
New Hampshire
$1.19M +$2.94K +43 +0.3%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$1.16M -$118K -1,729 -10%
MFG
116
Merit Financial Group
Georgia
$1.12M -$91.8K -1,344 -8%
LW
117
Linscomb Wealth
Texas
$1.12M -$66K -966 -6%
PFA
118
Pure Financial Advisors
California
$1.09M -$16.5K -241 -2%
LC
119
LTG Capital
Massachusetts
$1.05M -$13.5K -198 -1%
PAS
120
Park Avenue Securities
New York
$1.03M -$31.1K -455 -3%
JWCA
121
J.W. Cole Advisors
Florida
$1.01M +$245K +3,587 +34%
CAN
122
Cetera Advisor Networks
California
$1.01M +$276K +4,034 +40%
Goldman Sachs
123
Goldman Sachs
New York
$1M -$848K -12,410 -47%
TC
124
Trilogy Capital
California
$975K -$31.8K -465 -3%
FVWA
125
Foster Victor Wealth Advisors
South Carolina
$952K -$27K -395 -3%