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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
DWM
126
Drive Wealth Management
Utah
$1.04M -$465K -6,634 -33%
LW
127
Linscomb Wealth
Texas
$1.02M -$64.2K -915 -6%
LAM
128
Lewis Asset Management
California
$1.02M +$948K +13,516 New
PAS
129
Park Avenue Securities
New York
$1.02M +$124K +1,769 +15%
KAS
130
Kestra Advisory Services
Texas
$1,000K -$15.2K -216 -2%
TC
131
Trilogy Capital
California
$952K -$99.3K -1,415 -10%
GP
132
Girard Partners
Pennsylvania
$908K +$27.3K +389 +3%
ACM
133
Advance Capital Management
Michigan
$891K +$561 +8 +0.1%
PP
134
Prudential plc
United Kingdom
$862K +$269K +3,830 +51%
MOS
135
MGO One Seven
Ohio
$858K +$20K +285 +3%
IAN
136
Integrated Advisors Network
Texas
$805K -$16.6K -236 -2%
FVWA
137
Foster Victor Wealth Advisors
South Carolina
$796K -$155K -2,209 -17%
WI
138
WrapManager Inc
California
$789K -$23.1K -330 -3%
FIBT
139
First International Bank & Trust
North Dakota
$787K
PA
140
PFG Advisors
Arizona
$768K +$13.9K +198 +2%
DI
141
DFPG Investments
Utah
$764K -$35.9K -512 -5%
SL
142
Salomon & Ludwin
Virginia
$764K
YIA
143
YHB Investment Advisors
Connecticut
$753K -$5.75K -82 -0.8%
MFG
144
Merit Financial Group
Georgia
$750K -$396K -5,650 -36%
CWM
145
Connecticut Wealth Management
Connecticut
$740K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$704K +$23.4K +333 +4%
SCA
147
Snowden Capital Advisors
New York
$672K -$146K -2,076 -19%
JWCA
148
J.W. Cole Advisors
Florida
$666K -$360K -5,136 -37%
CFGS
149
Concourse Financial Group Securities
Alabama
$654K -$22.7K -323 -4%
FFN
150
Focus Financial Network
Minnesota
$647K +$140 +2 +0%

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.