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State Street SPDR S&P 400 Mid Cap Growth ETF

325 hedge funds and large institutions have $1.78B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

30% more capital invested

Capital invested by funds: $1.37B → $1.78B (+$413M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

9% more funds holding

Funds holding: 298325 (+27)

2.99% more ownership

Funds ownership: 75.27%78.26% (+3%)

8% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 110

Holders
325
Holders Change
+27
Holders Change %
+9.06%
% of All Funds
4.74%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
48
Increased
119
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Brookstone Capital Management
Illinois
$320K +$19.5K +278 +7%
IFPG
202
Intrepid Financial Planning Group
Indiana
$317K -$5.26K -75 -2%
GVAG
203
Great Valley Advisor Group
Delaware
$310K -$1.68K -24 -0.6%
IP
204
Ignite Planners
California
$304K -$51.2K -730 -15%
CPRC
205
Consolidated Portfolio Review Corp
New York
$299K -$2.03K -29 -0.7%
CL
206
Choreo LLC
Illinois
$296K -$184K -2,619 -40%
TVM
207
True Vision MN
Minnesota
$294K +$272K +3,884 New
KWA
208
Kingswood Wealth Advisors
California
$288K -$54.1K -771 -17%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$288K
Fidelity Investments
210
Fidelity Investments
Massachusetts
$288K +$24.4K +348 +10%
AWM
211
Aviso Wealth Management
Washington
$281K +$261K +3,718 New
RIS
212
Retirement Income Solutions
Michigan
$279K +$43.6K +622 +20%
IWC
213
Integrated Wealth Concepts
Massachusetts
$276K -$3.3K -47 -1%
HWM
214
HB Wealth Management
Georgia
$275K +$6.17K +88 +2%
Citadel Advisors
215
Citadel Advisors
Florida
$274K -$628K -8,948 -71%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$272K -$3.51K -50 -1%
TRIA
217
Trail Ridge Investment Advisors
Colorado
$272K -$1.68K -24 -0.7%
BC
218
Bartlett & Co
Ohio
$272K -$3.51K -50 -1%
RPGK
219
Retirement Planning Group (Kansas)
Kansas
$267K +$247K +3,528 New
CA
220
Centerpoint Advisors
Massachusetts
$263K -$8.77K -125 -3%
IWA
221
IVC Wealth Advisors
Pennsylvania
$256K
EFG
222
Embree Financial Group
Illinois
$255K +$237K +3,375 New
IA
223
IFG Advisors
Missouri
$254K
BFG
224
Bleakley Financial Group
New Jersey
$252K
SS
225
Simplicity Solutions
Minnesota
$252K

MDYG Hedge Fund Activity: Q4 2023 in Review

325 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2023, worth a combined $1.78B — up 30% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 17 closed out — a net gain of 31 holders — while 119 added to existing stakes and 110 trimmed.

The largest buyer was Citigroup, adding an estimated $167M. The largest seller was First National Trust, cutting an estimated $15.4M.

  • 325 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2023, up from 298 in Q3 2023.
  • Funds reported $1.78B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2023 and 17 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2023 was Citigroup, an estimated $167M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2023 was First National Trust, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2023.