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State Street SPDR S&P 400 Mid Cap Growth ETF

258 hedge funds and large institutions have $850M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 264258 (-6)

4.6% less ownership

Funds ownership: 69.35%64.74% (-4.6%)

6% less capital invested

Capital invested by funds: $905M → $850M (-$54M)

Holders
258
Holders Change
-6
Holders Change %
-2.27%
% of All Funds
4.44%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
20
Increased
109
Reduced
84
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
126
Wipfli Financial Advisors
Wisconsin
$687K
KF
127
Krilogy Financial
Missouri
$607K -$122K -1,853 -16%
YIA
128
YHB Investment Advisors
Connecticut
$589K -$111K -1,678 -15%
FFN
129
Focus Financial Network
Minnesota
$557K +$66 +1 +0%
CFGS
130
Concourse Financial Group Securities
Alabama
$554K +$3.5K +53 +0.6%
AF
131
Allworth Financial
California
$544K +$517K +7,838 +668%
BEI
132
Benjamin Edwards Inc
Missouri
$536K +$74.3K +1,126 +15%
EFS
133
Essex Financial Services
Connecticut
$532K -$1.65K -25 -0.3%
AWA
134
Amplius Wealth Advisors
Pennsylvania
$532K +$345K +5,224 +145%
CPIG
135
Chicago Partners Investment Group
Illinois
$525K -$133K -2,019 -20%
LJAC
136
L.J. Altfest & Co
New York
$511K +$726 +11 +0.1%
GJIC
137
Gamble Jones Investment Counsel
California
$509K -$6.07K -92 -1%
SPC
138
Sigma Planning Corp
Michigan
$495K -$6.6K -100 -1%
SDWMA
139
Schneider Downs Wealth Management Advisors
Pennsylvania
$493K -$10.3K -156 -2%
CCM
140
Condor Capital Management
New Jersey
$493K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$483K -$78.8K -1,194 -13%
BPA
142
Beacon Pointe Advisors
California
$461K +$198 +3 +0%
TPWM
143
Twelve Points Wealth Management
Massachusetts
$457K -$8.91K -135 -2%
HSA
144
HBK Sorce Advisory
Pennsylvania
$451K -$13.5K -205 -3%
SL
145
Salomon & Ludwin
Virginia
$444K +$28.3K +428 +6%
MAM
146
Mystic Asset Management
Rhode Island
$443K +$1.65K +25 +0.3%
WH
147
Willner & Heller
California
$438K +$1.58K +24 +0.3%
SWA
148
Stratos Wealth Advisors
Ohio
$437K +$19.5K +296 +4%
VFIC
149
Valley Forge Investment Consultants
Pennsylvania
$431K
CCFM
150
Clear Creek Financial Management
Washington
$430K -$6.54K -99 -1%

MDYG Hedge Fund Activity: Q3 2022 in Review

258 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2022, worth a combined $850M — down 6% from $905M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MDYG and 20 opened new positions — a net loss of 2 holders — while 84 trimmed existing stakes and 109 added.

The largest buyer was LPL Financial, adding an estimated $10.1M. The largest seller was Financial Engines Advisors, cutting an estimated $36.7M.

  • 258 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2022, down from 264 in Q2 2022.
  • Funds reported $850M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2022, down 6% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2022 and 22 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $10.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2022 was Financial Engines Advisors, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2022.