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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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$102K -$6.93K -105 -6%
BC
202
Bartlett & Co
Ohio
$96K +$57.1K +865 +120%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$95.5K +$57.1K +865 +120%
AIM
204
Arcadia Investment Management
Michigan
$88K
TAM
205
Townsend Asset Management
North Carolina
$88K +$264 +4 +0.3%
TFGT
206
TS Financial Group (TSFG)
Illinois
$84K
PA
207
Parallel Advisors
California
$81K
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$68K -$3.96K -60 -5%
BA
209
Ballast Advisors
Minnesota
$64K
HGERS
210
Householder Group Estate & Retirement Specialist
Arizona
$51K +$56.2K +852 New
William Blair & Company
211
William Blair & Company
Illinois
$42K +$13.5K +204 +42%
HWM
212
Horizons Wealth Management
North Carolina
$39K
EWM
213
EPG Wealth Management
Georgia
$36K +$39.3K +596 New
PMFA
214
Plante Moran Financial Advisors
Michigan
$34K +$37.3K +565 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$32K -$17.6K -267 -33%
BWP
216
Baldwin Wealth Partners
Massachusetts
$31K
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$28K
SWM
218
Selective Wealth Management
Virginia
$28K
FRA
219
Front Row Advisors
California
$27K
US Bancorp
220
US Bancorp
Minnesota
$27K
BFPW
221
BOK Financial Private Wealth
Colorado
$26K
AIM
222
Anchor Investment Management
South Carolina
$25.7K
AF
223
Advisornet Financial
Minnesota
$25K +$66 +1 +0.2%
JWA
224
JFS Wealth Advisors
Pennsylvania
$24K +$132 +2 +0.5%
CAL
225
Capital Analysts LLC
Pennsylvania
$24K +$26.2K +397 New

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.