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State Street SPDR S&P 400 Mid Cap Growth ETF

293 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

32% more capital invested

Capital invested by funds: $850M → $1.12B (+$274M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

14% more funds holding

Funds holding: 258293 (+35)

7.64% more ownership

Funds ownership: 64.74%72.38% (+7.6%)

Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
59
Increased
104
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
GSB Wealth Management
Connecticut
$527K -$543K -8,250 -51%
LJAC
152
L.J. Altfest & Co
New York
$524K -$29.4K -447 -5%
GJIC
153
Gamble Jones Investment Counsel
California
$521K -$30.1K -457 -5%
BPA
154
Beacon Pointe Advisors
California
$506K +$7.83K +119 +2%
WH
155
Willner & Heller
California
$500K +$26.4K +402 +6%
WAG
156
Wallace Advisory Group
California
$498K +$501K +7,619 New
CA
157
Cetera Advisors
Colorado
$488K -$2.24M -34,078 -82%
CCM
158
Condor Capital Management
New Jersey
$485K -$48.6K -739 -9%
MAM
159
Mystic Asset Management
Rhode Island
$468K -$11.8K -180 -2%
VFIC
160
Valley Forge Investment Consultants
Pennsylvania
$467K
CCFM
161
Clear Creek Financial Management
Washington
$466K +$132 +2 +0%
HSA
162
HBK Sorce Advisory
Pennsylvania
$462K -$26.1K -397 -5%
EWA
163
EP Wealth Advisors
California
$460K +$463K +7,036 New
SWA
164
Stratos Wealth Advisors
Ohio
$458K -$15.5K -236 -3%
OPS
165
Orion Portfolio Solutions
Nebraska
$443K +$446K +6,781 New
NECFA
166
New England Capital Financial Advisors
Connecticut
$436K +$423K +6,434 New
OBWG
167
Onyx Bridge Wealth Group
New York
$428K +$425K +6,463 New
WFA
168
Wellspring Financial Advisors
Ohio
$414K +$66 +1 +0%
JWBC
169
John W. Brooker & Co
California
$401K +$102K +1,556 +34%
SIC
170
Salem Investment Counselors
North Carolina
$392K
Jones Financial Companies
171
Jones Financial Companies
Missouri
$391K +$111K +1,694 +40%
AWAU
172
Alliance Wealth Advisors (Utah)
Utah
$387K +$389K +5,918 New
RFA
173
RTD Financial Advisors
Pennsylvania
$384K
FWM
174
Foresight Wealth Management
Utah
$379K -$3.27M -49,647 -90%
BTWM
175
Baker Tilly Wealth Management
Wisconsin
$379K +$36.4K +554 +11%

MDYG Hedge Fund Activity: Q4 2022 in Review

293 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2022, worth a combined $1.12B — up 32% from $850M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDYG positions and 19 closed out — a net gain of 40 holders — while 104 added to existing stakes and 88 trimmed.

The largest buyer was Stifel Financial, adding an estimated $37.9M. The largest seller was FAS Wealth Partners, cutting an estimated $10.6M.

  • 293 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2022 was Stifel Financial, an estimated $37.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2022.