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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
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$877K -$35.9K -499 -4%
Citadel Advisors
127
Citadel Advisors
Florida
$869K -$30.2K -419 -3%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$863K +$116K +1,604 +15%
ACM
129
Advance Capital Management
Michigan
$814K +$504 +7 +0.1%
PAS
130
Park Avenue Securities
New York
$806K -$194K -2,692 -19%
GP
131
Girard Partners
Pennsylvania
$803K -$16.1K -223 -2%
MOS
132
MGO One Seven
Ohio
$764K +$21.5K +298 +3%
SL
133
Salomon & Ludwin
Virginia
$764K +$71.1K +987 +10%
SCA
134
Snowden Capital Advisors
New York
$757K -$35.2K -489 -4%
IAN
135
Integrated Advisors Network
Texas
$752K -$504 -7 -0.1%
WI
136
WrapManager Inc
California
$744K -$135K -1,872 -15%
DI
137
DFPG Investments
Utah
$730K -$1.19M -16,526 -60%
FIBT
138
First International Bank & Trust
North Dakota
$719K
JP Morgan Chase
139
JP Morgan Chase
New York
$709K +$5.26K +73 +0.7%
BA
140
Bristlecone Advisors
Washington
$696K +$246K +3,420 +52%
YIA
141
YHB Investment Advisors
Connecticut
$694K +$19.1K +265 +3%
PA
142
PFG Advisors
Arizona
$688K -$30.9K -429 -4%
CWM
143
Connecticut Wealth Management
Connecticut
$676K
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$621K -$17.6K -244 -3%
CFGS
145
Concourse Financial Group Securities
Alabama
$620K -$19K -264 -3%
EFS
146
Essex Financial Services
Connecticut
$613K
FFN
147
Focus Financial Network
Minnesota
$591K +$144 +2 +0%
FIA
148
Foundations Investment Advisors
Arizona
$583K -$9.58K -133 -2%
IA
149
IFP Advisors
Florida
$574K -$1.95K -27 -0.3%
AF
150
Allworth Financial
California
$572K -$33.6K -467 -5%

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.