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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
KAS
151
Kestra Advisory Services
Texas
$416K +$105K +1,583 +30%
WFA
152
Wellspring Financial Advisors
Ohio
$410K -$27.2K -412 -0.1%
FPF
153
First Pacific Financial
Washington
$397K -$978K -14,820 -69%
UCFA
154
United Capital Financial Advisors
Texas
$392K -$202K -3,055 -32%
SIC
155
Salem Investment Counselors
North Carolina
$362K
RFA
156
RTD Financial Advisors
Pennsylvania
$354K -$66.3K -1,004 -15%
LA
157
LexAurum Advisors
Kansas
$349K -$6.6K -100 -2%
CA
158
Centerpoint Advisors
Massachusetts
$342K -$27.9K -422 -7%
MWA
159
Motive Wealth Advisors
Michigan
$341K +$123K +1,856 +49%
APA
160
American Portfolios Advisors
New York
$338K +$6.07K +92 +2%
AWA
161
Arkadios Wealth Advisors
Georgia
$334K +$27.1K +410 +8%
VWA
162
Visionary Wealth Advisors
Illinois
$329K +$23K +348 +7%
TRIA
163
Trail Ridge Investment Advisors
Colorado
$327K -$13.7K -207 -4%
SOS
164
Silver Oak Securities
Tennessee
$317K +$302K +4,579 New
BTWM
165
Baker Tilly Wealth Management
Wisconsin
$316K +$55.8K +845 +19%
BFA
166
Beaumont Financial Advisors
Massachusetts
$316K +$346K +5,240 New
PCIA
167
Prime Capital Investment Advisors
Kansas
$315K -$82.5K -1,249 -19%
CAN
168
Cetera Advisor Networks
California
$303K +$3.96K +60 +1%
IFPG
169
Intrepid Financial Planning Group
Indiana
$287K -$20.8K -315 -6%
JWBC
170
John W. Brooker & Co
California
$277K -$21.2K -321 -7%
FW
171
FirstPurpose Wealth
Utah
$272K +$298K +4,515 New
CTC
172
Central Trust Company
Missouri
$271K +$282K +4,273 +2,044%
MA
173
MONECO Advisors
Connecticut
$260K +$57K +863 +25%
Jones Financial Companies
174
Jones Financial Companies
Missouri
$259K +$123K +1,856 +76%
GVAG
175
Great Valley Advisor Group
Delaware
$254K +$132 +2 +0%

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.