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State Street SPDR S&P 400 Mid Cap Growth ETF

296 hedge funds and large institutions have $1.41B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 124 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.22B → $1.41B (+$182M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.59% more ownership

Funds ownership: 73.45%76.04% (+2.6%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 300296 (-4)

18% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 124

Holders
296
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
4.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
19
Increased
102
Reduced
124
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
201
Consolidated Portfolio Review Corp
New York
$290K +$3.07K +45 +1%
IFPG
202
Intrepid Financial Planning Group
Indiana
$288K +$23K +337 +9%
BFA
203
Beaumont Financial Advisors
Massachusetts
$279K -$42.6K -624 -14%
HI
204
Harbour Investments
Wisconsin
$278K +$205 +3 +0.1%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$273K +$259K +3,798 New
BOSSRA
206
B.O.S.S. Retirement Advisors
Utah
$272K +$683 +10 +0.3%
TRIA
207
Trail Ridge Investment Advisors
Colorado
$271K -$7.38K -108 -3%
CA
208
Centerpoint Advisors
Massachusetts
$270K -$17.6K -257 -6%
HWM
209
HB Wealth Management
Georgia
$263K
BCWM
210
Bartlett & Co Wealth Management
Ohio
$259K -$104K -1,528 -30%
BC
211
Bartlett & Co
Ohio
$259K -$104K -1,528 -30%
BFA
212
Bill Few Associates
Pennsylvania
$255K +$243K +3,558 New
IA
213
IFG Advisors
Missouri
$245K -$21.4K -313 -8%
RPCONE
214
Retirement Planning Company of New England
Rhode Island
$244K -$1.37K -20 -0.6%
FHC
215
First Heartland Consultants
Missouri
$243K +$137 +2 +0.1%
IWA
216
IVC Wealth Advisors
Pennsylvania
$242K -$26.2K -383 -10%
GT
217
Greenleaf Trust
Michigan
$233K
RJA
218
Raymond James & Associates
Florida
$227K +$6.83K +100 +3%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$227K
AWM
220
Apollon Wealth Management
South Carolina
$220K +$210K +3,073 New
RIS
221
Retirement Income Solutions
Michigan
$220K
SFP
222
Sterling Financial Planning
New Jersey
$219K -$6.01K -88 -3%
HNB
223
Huntington National Bank
Ohio
$217K
CTFG
224
Capstone Triton Financial Group
Oklahoma
$216K -$13.5K -198 -6%
CHA
225
Carmichael Hill & Associates
Maryland
$206K -$8.74K -128 -4%

MDYG Hedge Fund Activity: Q2 2023 in Review

296 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2023, worth a combined $1.41B — up 15% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MDYG and 19 opened new positions — a net loss of 1 holder — while 124 trimmed existing stakes and 102 added.

The largest buyer was Stifel Financial, adding an estimated $32.1M. The largest seller was Osaic Holdings, cutting an estimated $9.66M.

  • 296 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2023, down from 300 in Q1 2023.
  • Funds reported $1.41B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2023 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2023 was Stifel Financial, an estimated $32.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2023 was Osaic Holdings, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2023.