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State Street SPDR S&P 400 Mid Cap Growth ETF

300 hedge funds and large institutions have $1.22B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.12B → $1.22B (+$99.3M)

2% more funds holding

Funds holding: 293300 (+7)

1.07% more ownership

Funds ownership: 72.38%73.45% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 117

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
31
Increased
108
Reduced
117
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$265K +$137 +2 +0.1%
SWM
202
SFG Wealth Management
Maryland
$261K +$261K +3,818 New
BOSSRA
203
B.O.S.S. Retirement Advisors
Utah
$259K -$88.6K -1,297 -26%
IWA
204
IVC Wealth Advisors
Pennsylvania
$258K -$11K -161 -4%
BCM
205
Brookstone Capital Management
Illinois
$258K +$45.5K +667 +22%
MFWP
206
Mosaic Family Wealth Partners
Missouri
$257K -$11.9K -174 -4%
IA
207
IFG Advisors
Missouri
$255K -$21.9K -320 -8%
IFPG
208
Intrepid Financial Planning Group
Indiana
$252K -$63.9K -935 -20%
HWM
209
HB Wealth Management
Georgia
$252K +$8.95K +131 +4%
HSA
210
HBK Sorce Advisory
Pennsylvania
$240K -$243K -3,561 -50%
PIAS
211
PCA Investment Advisory Services
Ohio
$237K +$237K +3,466 New
UF
212
Univest Financial
Pennsylvania
$237K -$2.89M -42,307 -92%
RPCONE
213
Retirement Planning Company of New England
Rhode Island
$234K -$1.02K -15 -0.4%
FHC
214
First Heartland Consultants
Missouri
$232K -$7.38K -108 -3%
CWM
215
Cabot Wealth Management
Massachusetts
$224K -$11.7K -171 -5%
GT
216
Greenleaf Trust
Michigan
$222K
CTFG
217
Capstone Triton Financial Group
Oklahoma
$220K -$12.8K -188 -6%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$217K -$37.6K -551 -15%
SFP
219
Sterling Financial Planning
New Jersey
$216K -$11.7K -172 -5%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$213K
RJA
221
Raymond James & Associates
Florida
$210K -$1.71K -25 -0.8%
RIS
222
Retirement Income Solutions
Michigan
$210K
CWM
223
Catalyst Wealth Management
Georgia
$208K -$25.1K -367 -11%
HNB
224
Huntington National Bank
Ohio
$207K
CHA
225
Carmichael Hill & Associates
Maryland
$205K

MDYG Hedge Fund Activity: Q1 2023 in Review

300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2023, worth a combined $1.22B — up 8.8% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDYG positions and 17 closed out — a net gain of 14 holders — while 108 added to existing stakes and 117 trimmed.

The largest buyer was LPL Financial, adding an estimated $15M. The largest seller was Ford Financial Group, exiting entirely with an estimated $5.36M sold.

  • 300 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2023, up from 293 in Q4 2022.
  • Funds reported $1.22B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2023 and 17 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2023 was LPL Financial, an estimated $15M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2023 was Ford Financial Group, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.