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State Street SPDR S&P 400 Mid Cap Growth ETF

298 hedge funds and large institutions have $1.37B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 296298 (+2)

0.77% less ownership

Funds ownership: 76.04%75.27% (-0.77%)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

10% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 117

Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
105
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
176
First Pacific Financial
Washington
$442K -$13.5K -187 -3%
OBWG
177
Onyx Bridge Wealth Group
New York
$438K +$1.01K +14 +0.2%
SWA
178
Stratos Wealth Advisors
Ohio
$433K -$3.67K -51 -0.8%
AAS
179
Ameritas Advisory Services
Nebraska
$424K +$442K +6,137 New
JWBC
180
John W. Brooker & Co
California
$419K +$5.12K +71 +1%
SIC
181
Salem Investment Counselors
North Carolina
$415K
AL
182
ACAS LLC
California
$409K +$49.4K +686 +13%
CCFM
183
Clear Creek Financial Management
Washington
$405K -$31.6K -439 -7%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$399K -$1.97M -27,348 -83%
RFA
185
RTD Financial Advisors
Pennsylvania
$384K
WFA
186
Wellspring Financial Advisors
Ohio
$379K
UCFA
187
United Capital Financial Advisors
Texas
$377K +$19.3K +268 +5%
BRWA
188
B. Riley Wealth Advisors
Florida
$360K +$48K +667 +15%
AWA
189
Arkadios Wealth Advisors
Georgia
$356K +$4.03K +56 +1%
ACM
190
AlphaStar Capital Management
North Carolina
$349K +$364K +5,053 New
PCIA
191
Prime Capital Investment Advisors
Kansas
$348K -$40.1K -557 -10%
MA
192
MONECO Advisors
Connecticut
$342K -$156K -2,169 -31%
BTWM
193
Baker Tilly Wealth Management
Wisconsin
$330K -$137K -1,907 -29%
IP
194
Ignite Planners
California
$323K +$344K +4,778 New
SOS
195
Silver Oak Securities
Tennessee
$317K +$330K +4,579 New
KWA
196
Kingswood Wealth Advisors
California
$317K +$330K +4,579 New
MFWP
197
Mosaic Family Wealth Partners
Missouri
$306K -$16.2K -225 -5%
BCI
198
Brinker Capital Investments
Pennsylvania
$296K -$30.8K -428 -9%
OPS
199
Orion Portfolio Solutions
Nebraska
$296K -$30.8K -428 -9%
IFPG
200
Intrepid Financial Planning Group
Indiana
$295K +$17.6K +245 +6%

MDYG Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2023, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 19 closed out — a net gain of 5 holders — while 105 added to existing stakes and 117 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $14M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $25.5M.

  • 298 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2023, up from 296 in Q2 2023.
  • Funds reported $1.37B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2023 and 19 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $14M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2023 was Qube Research & Technologies (QRT), an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2023.