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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
KFI
101
Key Financial Inc
Pennsylvania
$1.44M -$22.1K -307 -1%
WA
102
Wambolt & Associates
Colorado
$1.43M -$70.5K -979 -4%
SFG
103
Sage Financial Group
Pennsylvania
$1.41M +$4.32K +60 +0.3%
DWM
104
Drive Wealth Management
Utah
$1.4M -$384K -5,334 -21%
IWM
105
IHT Wealth Management
Illinois
$1.4M -$74.1K -1,029 -5%
WIA
106
World Investment Advisors
California
$1.38M +$21.1K +293 +1%
CWA
107
Centennial Wealth Advisory
Michigan
$1.32M -$25.7K -357 -2%
TPWM
108
Twelve Points Wealth Management
Massachusetts
$1.22M -$380K -5,271 -23%
MSAM
109
Moloney Securities Asset Management
Missouri
$1.19M -$12.3K -171 -1%
BFM
110
Broadview Financial Management
Wisconsin
$1.18M -$5.76K -80 -0.5%
CAN
111
Cetera Advisor Networks
California
$1.16M +$200K +2,780 +20%
CTC
112
Central Trust Company
Missouri
$1.15M -$38.8K -539 -3%
MWPCG
113
Measured Wealth Private Client Group
New Hampshire
$1.15M -$576 -8 -0%
MFG
114
Merit Financial Group
Georgia
$1.08M -$7.42K -103 -0.7%
AWS
115
Atria Wealth Solutions
New York
$1.06M -$199K -2,768 -15%
PFA
116
Pure Financial Advisors
California
$1.05M -$2.67K -37 -0.2%
LC
117
LTG Capital
Massachusetts
$1.01M +$72 +1 +0%
LW
118
Linscomb Wealth
Texas
$1,000K -$79.7K -1,106 -7%
JMPWA
119
JP Morgan Private Wealth Advisors
California
$994K -$131K -1,819 -11%
TC
120
Trilogy Capital
California
$968K +$59.8K +830 +6%
Goldman Sachs
121
Goldman Sachs
New York
$967K
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$965K +$1.01M +13,956 New
JWCA
123
J.W. Cole Advisors
Florida
$964K -$11.2K -156 -1%
KAS
124
Kestra Advisory Services
Texas
$929K +$105K +1,459 +12%
Prudential Financial
125
Prudential Financial
New Jersey
$890K +$113K +1,575 +14%

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.