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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
HI
176
Harbour Investments
Wisconsin
$252K
AAS
177
Avantax Advisory Services
Texas
$252K +$26.3K +399 +11%
JP Morgan Chase
178
JP Morgan Chase
New York
$246K -$5.61K -85 -2%
IA
179
IFG Advisors
Missouri
$244K
IA
180
IFG Advisory
Georgia
$244K +$267K +4,046 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$240K +$16.6K +251 +7%
OGF
182
Orin Green Financial
California
$238K -$2.11K -32 -0.8%
TVAMP
183
Tennessee Valley Asset Management Partners
Tennessee
$238K +$13.3K +202 +5%
IWA
184
IVC Wealth Advisors
Pennsylvania
$237K -$32K -484 -11%
BFA
185
Bragg Financial Advisors
North Carolina
$236K
CTFG
186
Capstone Triton Financial Group
Oklahoma
$223K +$660 +10 +0.3%
HLOC
187
H.L. Ormond & Company
North Carolina
$219K +$792 +12 +0.3%
HWM
188
HB Wealth Management
Georgia
$214K
CWM
189
Cabot Wealth Management
Massachusetts
$211K -$11.2K -169 -5%
RPCONE
190
Retirement Planning Company of New England
Rhode Island
$207K +$330 +5 +0.1%
GRP
191
Global Retirement Partners
California
$194K +$12.7K +192 +7%
CFD
192
Creative Financial Designs
Indiana
$184K -$59.4K -900 -23%
CHA
193
Carmichael Hill & Associates
Maryland
$181K
BWM
194
BerganKDV Wealth Management
Minnesota
$178K
PGAM
195
Princeton Global Asset Management
New Jersey
$175K
Fidelity Investments
196
Fidelity Investments
Massachusetts
$166K +$71.1K +1,077 +65%
GT
197
Glenmede Trust
Pennsylvania
$163K
AP
198
Atwood & Palmer
Missouri
$157K
PTC
199
Private Trust Company
Ohio
$132K -$8.78K -133 -6%
AWM
200
Avior Wealth Management
Nebraska
$111K -$26.7K -405 -18%

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.