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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
FIM
101
Freedom Investment Management
Connecticut
$1.65M +$36.8K +525 +2%
Prudential Financial
102
Prudential Financial
New Jersey
$1.6M +$576K +8,206 +64%
ATC
103
Argent Trust Co
Tennessee
$1.59M
WIA
104
World Investment Advisors
California
$1.57M +$54.4K +775 +4%
FNWA
105
Financial Network Wealth Advisors
Utah
$1.56M +$1.45M +20,666 New
SL
106
SWMG LLC
Texas
$1.55M -$257K -3,666 -15%
SFG
107
Sage Financial Group
Pennsylvania
$1.51M -$31.6K -451 -2%
CAN
108
Cetera Advisor Networks
California
$1.46M +$177K +2,520 +15%
AFTS
109
American Financial & Tax Strategies
New York
$1.46M +$1.35M +19,303 New
CWA
110
Centennial Wealth Advisory
Michigan
$1.46M +$9.47K +135 +0.7%
KFI
111
Key Financial Inc
Pennsylvania
$1.43M -$139K -1,985 -10%
WA
112
Wambolt & Associates
Colorado
$1.39M -$175K -2,500 -12%
BFM
113
Broadview Financial Management
Wisconsin
$1.33M +$36.5K +520 +3%
GRP
114
Global Retirement Partners
California
$1.32M -$857K -12,213 -41%
HWMC
115
Heritage Wealth Management (California)
California
$1.31M +$1.21M +17,265 New
AWS
116
Atria Wealth Solutions
New York
$1.3M +$129K +1,840 +12%
MSAM
117
Moloney Securities Asset Management
Missouri
$1.27M -$34.6K -493 -3%
SAF
118
Smith Anglin Financial
Texas
$1.26M -$590K -8,407 -34%
CTC
119
Central Trust Company
Missouri
$1.2M -$49.2K -702 -4%
TPWM
120
Twelve Points Wealth Management
Massachusetts
$1.18M -$143K -2,040 -12%
BA
121
Bristlecone Advisors
Washington
$1.17M +$382K +5,444 +54%
MWPCG
122
Measured Wealth Private Client Group
New Hampshire
$1.16M -$89.2K -1,272 -8%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$1.14M +$79.5K +1,134 +8%
PFA
124
Pure Financial Advisors
California
$1.13M -$16.6K -237 -2%
LC
125
LTG Capital
Massachusetts
$1.11M +$6.1K +87 +0.6%

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.