We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

293 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

32% more capital invested

Capital invested by funds: $850M → $1.12B (+$274M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

14% more funds holding

Funds holding: 258293 (+35)

7.64% more ownership

Funds ownership: 64.74%72.38% (+7.6%)

Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
59
Increased
104
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
201
Sigma Planning Corp
Michigan
$254K -$285K -4,329 -53%
HI
202
Harbour Investments
Wisconsin
$253K -$17.2K -262 -6%
GWP
203
Gateway Wealth Partners
Wisconsin
$249K +$251K +3,813 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$243K -$16.5K -251 -6%
HWM
205
HB Wealth Management
Georgia
$232K
FHC
206
First Heartland Consultants
Missouri
$229K +$230K +3,498 New
CWM
207
Cabot Wealth Management
Massachusetts
$225K -$3.82K -58 -2%
RPCONE
208
Retirement Planning Company of New England
Rhode Island
$225K
BA
209
Bristlecone Advisors
Washington
$225K +$226K +3,437 New
CWM
210
Catalyst Wealth Management
Georgia
$222K +$224K +3,403 New
CTFG
211
Capstone Triton Financial Group
Oklahoma
$222K -$18.9K -288 -8%
SFP
212
Sterling Financial Planning
New Jersey
$217K +$218K +3,321 New
EA
213
Eclectic Associates
California
$213K +$215K +3,263 New
GT
214
Greenleaf Trust
Michigan
$212K +$214K +3,250 New
Bank of New York Mellon
215
Bank of New York Mellon
New York
$208K +$209K +3,178 New
BCM
216
Brookstone Capital Management
Illinois
$205K +$203K +3,086 New
HCWM
217
Harrison & Co Wealth Management
Virginia
$204K +$206K +3,129 New
HSBC Holdings
218
HSBC Holdings
United Kingdom
$204K +$205K +3,116 New
RJA
219
Raymond James & Associates
Florida
$203K +$204K +3,100 New
RIS
220
Retirement Income Solutions
Michigan
$200K +$202K +3,065 New
HNB
221
Huntington National Bank
Ohio
$198K
CHA
222
Carmichael Hill & Associates
Maryland
$196K
PGAM
223
Princeton Global Asset Management
New Jersey
$189K
GT
224
Glenmede Trust
Pennsylvania
$178K
SPIA
225
Steward Partners Investment Advisory
New York
$171K -$3.06M -46,574 -95%

MDYG Hedge Fund Activity: Q4 2022 in Review

293 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2022, worth a combined $1.12B — up 32% from $850M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDYG positions and 19 closed out — a net gain of 40 holders — while 104 added to existing stakes and 88 trimmed.

The largest buyer was Stifel Financial, adding an estimated $37.9M. The largest seller was FAS Wealth Partners, cutting an estimated $10.6M.

  • 293 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2022 was Stifel Financial, an estimated $37.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2022.