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State Street SPDR S&P 400 Mid Cap Growth ETF

258 hedge funds and large institutions have $850M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 264258 (-6)

4.6% less ownership

Funds ownership: 69.35%64.74% (-4.6%)

6% less capital invested

Capital invested by funds: $905M → $850M (-$54M)

Holders
258
Holders Change
-6
Holders Change %
-2.27%
% of All Funds
4.44%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
20
Increased
109
Reduced
84
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$104M -$36.7M -555,942 -24%
LPL Financial
2
LPL Financial
California
$48.4M +$10.1M +152,335 +23%
FNT
3
First National Trust
Pennsylvania
$43.8M +$5.38M +81,562 +13%
FWP
4
FAS Wealth Partners
Kansas
$35.7M +$5.19M +78,670 +15%
TC
5
TownSquare Capital
Utah
$34.5M +$2.93M +44,387 +8%
NP
6
NorthRock Partners
Minnesota
$31.1M -$1.59M -24,079 -4%
AWM
7
AE Wealth Management
Kansas
$29.2M +$5.06M +76,673 +19%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.4M -$203K -3,080 -0.9%
ML
9
McAdam LLC
Pennsylvania
$19.1M -$588K -8,914 -3%
KA
10
Klingman & Associates
New York
$18.7M +$491K +7,430 +2%
Ameriprise
11
Ameriprise
Minnesota
$17.3M +$363K +5,498 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.3M -$12.2M -185,164 -42%
Stifel Financial
13
Stifel Financial
Missouri
$14.4M +$1.05M +15,965 +7%
Wells Fargo
14
Wells Fargo
California
$13.4M +$7.91M +119,801 +117%
GIA
15
GHP Investment Advisors
Colorado
$13.3M +$644K +9,761 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$12.9M +$2.41M +36,502 +21%
CF
17
Convergence Financial
Missouri
$11.9M -$103K -1,564 -0.8%
PPW
18
Parcion Private Wealth
Washington
$11.2M +$233K +3,527 +2%
SFM
19
Signet Financial Management
New Jersey
$10.5M +$217K +3,284 +2%
RA
20
Rodgers & Associates
Pennsylvania
$10.4M +$373K +5,644 +3%
Bank of America
21
Bank of America
North Carolina
$10M -$835K -12,648 -7%
JFA
22
JNBA Financial Advisors
Minnesota
$9.56M +$20.3K +307 +0.2%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$9.3M +$3.36M +50,907 +49%
WWA
24
WCG Wealth Advisors
Nevada
$8.49M -$246K -3,730 -3%
SWM
25
Shakespeare Wealth Management
Wisconsin
$8.39M +$206K +3,120 +2%

MDYG Hedge Fund Activity: Q3 2022 in Review

258 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2022, worth a combined $850M — down 6% from $905M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MDYG and 20 opened new positions — a net loss of 2 holders — while 84 trimmed existing stakes and 109 added.

The largest buyer was LPL Financial, adding an estimated $10.1M. The largest seller was Financial Engines Advisors, cutting an estimated $36.7M.

  • 258 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2022, down from 264 in Q2 2022.
  • Funds reported $850M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2022, down 6% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2022 and 22 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $10.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2022 was Financial Engines Advisors, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2022.