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State Street SPDR S&P 400 Mid Cap Growth ETF

300 hedge funds and large institutions have $1.22B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.12B → $1.22B (+$99.3M)

2% more funds holding

Funds holding: 293300 (+7)

1.07% more ownership

Funds ownership: 72.38%73.45% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 117

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
31
Increased
108
Reduced
117
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
176
Financial Advocates Investment Management
Washington
$400K +$16.8K +246 +4%
LA
177
LexAurum Advisors
Kansas
$387K +$137 +2 +0%
Prudential Financial
178
Prudential Financial
New Jersey
$384K +$425K +6,225 New
AWA
179
Arkadios Wealth Advisors
Georgia
$374K -$5.12K -75 -1%
FW
180
FirstPurpose Wealth
Utah
$373K +$49.8K +729 +15%
OPS
181
Orion Portfolio Solutions
Nebraska
$358K -$106K -1,554 -23%
BCI
182
Brinker Capital Investments
Pennsylvania
$358K +$357K +5,227 New
UCFA
183
United Capital Financial Advisors
Texas
$357K -$32.2K -471 -8%
PCIA
184
Prime Capital Investment Advisors
Kansas
$353K -$9.29K -136 -3%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$352K -$5.12K -75 -1%
BC
186
Bartlett & Co
Ohio
$352K -$5.12K -75 -1%
BA
187
Bristlecone Advisors
Washington
$332K +$96.6K +1,414 +41%
AL
188
ACAS LLC
California
$329K
BRWA
189
B. Riley Wealth Advisors
Florida
$326K +$1.02K +15 +0.3%
AAS
190
Ameritas Advisory Services
Nebraska
$326K -$29.5K -432 -8%
BFG
191
Bleakley Financial Group
New Jersey
$311K +$68 +1 +0%
SS
192
Simplicity Solutions
Minnesota
$311K +$310K +4,540 New
BFA
193
Beaumont Financial Advisors
Massachusetts
$309K -$48.8K -715 -14%
IWC
194
Integrated Wealth Concepts
Massachusetts
$296K +$9.56K +140 +3%
GVAG
195
Great Valley Advisor Group
Delaware
$282K
GWP
196
Gateway Wealth Partners
Wisconsin
$281K +$20.1K +294 +8%
CA
197
Centerpoint Advisors
Massachusetts
$276K -$85.4K -1,250 -24%
CPRC
198
Consolidated Portfolio Review Corp
New York
$274K +$273K +4,000 New
SPC
199
Sigma Planning Corp
Michigan
$266K +$273 +4 +0.1%
TRIA
200
Trail Ridge Investment Advisors
Colorado
$266K -$29.6K -434 -10%

MDYG Hedge Fund Activity: Q1 2023 in Review

300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2023, worth a combined $1.22B — up 8.8% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDYG positions and 17 closed out — a net gain of 14 holders — while 108 added to existing stakes and 117 trimmed.

The largest buyer was LPL Financial, adding an estimated $15M. The largest seller was Ford Financial Group, exiting entirely with an estimated $5.36M sold.

  • 300 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2023, up from 293 in Q4 2022.
  • Funds reported $1.22B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2023 and 17 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2023 was LPL Financial, an estimated $15M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2023 was Ford Financial Group, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.