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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
SDWMA
151
Schneider Downs Wealth Management Advisors
Pennsylvania
$618K
EFS
152
Essex Financial Services
Connecticut
$613K -$53.5K -762 -9%
Cerity Partners
153
Cerity Partners
New York
$593K +$27.8K +397 +5%
CAG
154
Csenge Advisory Group
Florida
$588K +$43.8K +624 +9%
GWM
155
GSB Wealth Management
Connecticut
$588K
WH
156
Willner & Heller
California
$587K +$544K +7,760 New
NECFA
157
New England Capital Financial Advisors
Connecticut
$581K +$24.6K +350 +5%
BPA
158
Beacon Pointe Advisors
California
$579K +$281 +4 +0.1%
IA
159
IFP Advisors
Florida
$576K -$48.4K -690 -8%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$575K +$129K +1,836 +32%
CCM
161
Condor Capital Management
New Jersey
$571K -$140 -2 -0%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$564K +$188K +2,674 +56%
IWA
163
Inspirion Wealth Advisors
Illinois
$559K
CA
164
Cetera Advisors
Colorado
$556K +$32.5K +464 +7%
ACM
165
AlphaStar Capital Management
North Carolina
$550K +$155K +2,211 +44%
MAM
166
Mystic Asset Management
Rhode Island
$543K
VFIC
167
Valley Forge Investment Consultants
Pennsylvania
$541K
LJAC
168
L.J. Altfest & Co
New York
$536K +$772 +11 +0.2%
DWM
169
Denver Wealth Management
Colorado
$533K +$15.9K +227 +3%
AF
170
Allworth Financial
California
$530K -$89.3K -1,273 -15%
WAG
171
Wallace Advisory Group
California
$524K +$351 +5 +0.1%
NFA
172
Northwest Financial Advisors
Virginia
$522K +$483K +6,892 New
FW
173
FirstPurpose Wealth
Utah
$512K +$24.5K +349 +5%
FAIM
174
Financial Advocates Investment Management
Washington
$510K -$114K -1,625 -19%
AWAU
175
Alliance Wealth Advisors (Utah)
Utah
$504K -$3.72K -53 -0.8%

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.