We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

296 hedge funds and large institutions have $1.41B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 124 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.22B → $1.41B (+$182M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.59% more ownership

Funds ownership: 73.45%76.04% (+2.6%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 300296 (-4)

18% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 124

Holders
296
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
4.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
19
Increased
102
Reduced
124
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
176
Financial Advocates Investment Management
Washington
$449K +$29K +425 +7%
AWAU
177
Alliance Wealth Advisors (Utah)
Utah
$446K +$3.35K +49 +0.8%
SIC
178
Salem Investment Counselors
North Carolina
$430K
JWBC
179
John W. Brooker & Co
California
$429K -$9.84K -144 -2%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$424K -$140K -2,051 -26%
DWM
181
Denver Wealth Management
Colorado
$412K -$99.8K -1,461 -20%
MAM
182
Mystic Asset Management
Rhode Island
$406K -$102K -1,500 -21%
LA
183
LexAurum Advisors
Kansas
$402K -$3.62K -53 -0.9%
PCIA
184
Prime Capital Investment Advisors
Kansas
$401K +$30.2K +442 +9%
RFA
185
RTD Financial Advisors
Pennsylvania
$398K -$21.6K -316 -5%
WFA
186
Wellspring Financial Advisors
Ohio
$380K -$37K -542 -0.1%
AL
187
ACAS LLC
California
$375K +$29.2K +428 +9%
UCFA
188
United Capital Financial Advisors
Texas
$371K -$2.6K -38 -0.7%
AWA
189
Arkadios Wealth Advisors
Georgia
$365K -$24.6K -360 -7%
CCM
190
Crabel Capital Management
California
$342K +$326K +4,767 New
BCI
191
Brinker Capital Investments
Pennsylvania
$338K -$35.2K -515 -10%
OPS
192
Orion Portfolio Solutions
Nebraska
$338K -$35.2K -515 -10%
MFWP
193
Mosaic Family Wealth Partners
Missouri
$334K +$61.7K +903 +24%
BRWA
194
B. Riley Wealth Advisors
Florida
$326K -$15.2K -223 -5%
BFG
195
Bleakley Financial Group
New Jersey
$325K
SS
196
Simplicity Solutions
Minnesota
$325K
GWP
197
Gateway Wealth Partners
Wisconsin
$301K +$6.83K +100 +2%
IWC
198
Integrated Wealth Concepts
Massachusetts
$298K -$10.9K -160 -4%
BCM
199
Brookstone Capital Management
Illinois
$296K +$27.9K +408 +11%
GVAG
200
Great Valley Advisor Group
Delaware
$295K -$137 -2 -0%

MDYG Hedge Fund Activity: Q2 2023 in Review

296 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2023, worth a combined $1.41B — up 15% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MDYG and 19 opened new positions — a net loss of 1 holder — while 124 trimmed existing stakes and 102 added.

The largest buyer was Stifel Financial, adding an estimated $32.1M. The largest seller was Osaic Holdings, cutting an estimated $9.66M.

  • 296 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2023, down from 300 in Q1 2023.
  • Funds reported $1.41B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2023 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2023 was Stifel Financial, an estimated $32.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2023 was Osaic Holdings, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2023.