We are live on ! Find out more
MDYG icon

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
FPF
176
First Pacific Financial
Washington
$503K +$17.7K +252 +4%
JWBC
177
John W. Brooker & Co
California
$499K +$37.9K +540 +9%
EWA
178
EP Wealth Advisors
California
$496K +$5.68K +81 +1%
SWA
179
Stratos Wealth Advisors
Ohio
$475K +$1.19K +17 +0.3%
BOSSRA
180
B.O.S.S. Retirement Advisors
Utah
$473K +$180K +2,565 +70%
LA
181
LexAurum Advisors
Kansas
$472K -$18.9K -270 -4%
OBWG
182
Onyx Bridge Wealth Group
New York
$464K -$14.3K -204 -3%
SIC
183
Salem Investment Counselors
North Carolina
$454K
AAS
184
Ameritas Advisory Services
Nebraska
$451K -$14.9K -212 -3%
AL
185
ACAS LLC
California
$448K
BFA
186
Bill Few Associates
Pennsylvania
$442K +$152K +2,173 +59%
CCFM
187
Clear Creek Financial Management
Washington
$439K -$3.51K -50 -0.9%
CPA
188
Clear Point Advisors
New York
$437K +$405K +5,774 New
RFA
189
RTD Financial Advisors
Pennsylvania
$392K -$26.3K -375 -7%
CCM
190
Crabel Capital Management
California
$387K +$359K +5,112 New
AWA
191
Arkadios Wealth Advisors
Georgia
$383K -$6.31K -90 -2%
WFA
192
Wellspring Financial Advisors
Ohio
$380K +$70 +1 +0%
SOS
193
Silver Oak Securities
Tennessee
$377K +$28.5K +406 +9%
GLA
194
Good Life Advisors
Pennsylvania
$372K +$345K +4,912 New
PCIA
195
Prime Capital Investment Advisors
Kansas
$371K -$9.33K -133 -3%
DP
196
Denver PWM
Colorado
$366K -$1.88M -26,769 -84%
CPL
197
CAP Partners LLC
Tennessee
$360K +$334K +4,757 New
BRWA
198
B. Riley Wealth Advisors
Florida
$352K -$39.4K -561 -11%
MA
199
MONECO Advisors
Connecticut
$339K -$32K -456 -9%
OFS
200
OneAscent Financial Services
Alabama
$324K +$301K +4,287 New

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.