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State Street SPDR S&P 400 Mid Cap Growth ETF

298 hedge funds and large institutions have $1.37B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 296298 (+2)

0.77% less ownership

Funds ownership: 76.04%75.27% (-0.77%)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

10% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 117

Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
105
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
201
Great Valley Advisor Group
Delaware
$285K +$144 +2 +0%
SPC
202
Sigma Planning Corp
Michigan
$283K -$168K -2,338 -36%
CPRC
203
Consolidated Portfolio Review Corp
New York
$275K -$4.47K -62 -2%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$271K -$2.09K -29 -0.8%
BCM
205
Brookstone Capital Management
Illinois
$266K -$15.1K -209 -5%
IWC
206
Integrated Wealth Concepts
Massachusetts
$256K -$33.2K -461 -11%
BOSSRA
207
B.O.S.S. Retirement Advisors
Utah
$255K -$8.36K -116 -3%
BFA
208
Bill Few Associates
Pennsylvania
$254K +$7.92K +110 +3%
TRIA
209
Trail Ridge Investment Advisors
Colorado
$250K -$11.2K -155 -4%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$250K
BC
211
Bartlett & Co
Ohio
$250K
CA
212
Centerpoint Advisors
Massachusetts
$249K -$11.9K -165 -4%
HWM
213
HB Wealth Management
Georgia
$245K -$9.44K -131 -4%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$239K +$91.1K +1,264 +58%
IWA
215
IVC Wealth Advisors
Pennsylvania
$234K
IA
216
IFG Advisors
Missouri
$232K -$3.96K -55 -2%
BFG
217
Bleakley Financial Group
New Jersey
$230K -$87K -1,208 -27%
SS
218
Simplicity Solutions
Minnesota
$230K -$87K -1,208 -27%
FHC
219
First Heartland Consultants
Missouri
$230K -$4.39K -61 -2%
GT
220
Greenleaf Trust
Michigan
$225K
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$222K +$2.16K +30 +0.9%
HI
222
Harbour Investments
Wisconsin
$217K -$53.4K -741 -19%
FTUS
223
Flow Traders U.S.
New York
$215K +$224K +3,113 New
SFP
224
Sterling Financial Planning
New Jersey
$214K +$2.09K +29 +0.9%
RIS
225
Retirement Income Solutions
Michigan
$212K

MDYG Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2023, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 19 closed out — a net gain of 5 holders — while 105 added to existing stakes and 117 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $14M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $25.5M.

  • 298 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2023, up from 296 in Q2 2023.
  • Funds reported $1.37B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2023 and 19 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $14M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2023 was Qube Research & Technologies (QRT), an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2023.