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State Street SPDR S&P 400 Mid Cap Growth ETF

293 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

32% more capital invested

Capital invested by funds: $850M → $1.12B (+$274M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

14% more funds holding

Funds holding: 258293 (+35)

7.64% more ownership

Funds ownership: 64.74%72.38% (+7.6%)

Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
4.71%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
59
Increased
104
Reduced
88
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$113M +$404K +6,143 +0.4%
LPL Financial
2
LPL Financial
California
$64M +$11.7M +177,917 +22%
FNT
3
First National Trust
Pennsylvania
$63.7M +$16.4M +249,146 +34%
Stifel Financial
4
Stifel Financial
Missouri
$53.3M +$37.9M +576,776 +241%
TC
5
TownSquare Capital
Utah
$37.9M +$567K +8,626 +2%
PPW
6
Parcion Private Wealth
Washington
$35.9M +$24M +364,389 +197%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$35.6M +$28.5M +432,942 +388%
AWM
8
AE Wealth Management
Kansas
$32.9M +$1.31M +19,965 +4%
NP
9
NorthRock Partners
Minnesota
$28.9M -$4.78M -72,665 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28.4M +$11.9M +181,065 +72%
ML
11
McAdam LLC
Pennsylvania
$28.2M +$1.93M +29,270 +9%
FWP
12
FAS Wealth Partners
Kansas
$28M -$10.6M -161,782 -27%
Osaic Holdings
13
Osaic Holdings
Arizona
$21.9M -$230K -3,497 -1%
KA
14
Klingman & Associates
New York
$20.6M +$365K +5,555 +2%
CIM
15
Confluence Investment Management
Missouri
$20.2M +$15.7M +238,426 +338%
Corient Private Wealth
16
Corient Private Wealth
Florida
$19M +$19.1M +290,780 New
Ameriprise
17
Ameriprise
Minnesota
$17.7M -$1.02M -15,465 -5%
HighTower Advisors
18
HighTower Advisors
Illinois
$14.8M +$845K +12,838 +6%
GIA
19
GHP Investment Advisors
Colorado
$14.8M +$460K +6,998 +3%
CCMG
20
Clark Capital Management Group
Pennsylvania
$14.7M +$14.8M +224,367 New
CF
21
Convergence Financial
Missouri
$13.6M +$814K +12,375 +6%
RA
22
Rodgers & Associates
Pennsylvania
$11.8M +$485K +7,375 +4%
Bank of America
23
Bank of America
North Carolina
$11.4M +$592K +8,999 +5%
Morgan Stanley
24
Morgan Stanley
New York
$11.3M +$2.52M +38,310 +29%
SFM
25
Signet Financial Management
New Jersey
$10.7M -$622K -9,452 -5%

MDYG Hedge Fund Activity: Q4 2022 in Review

293 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2022, worth a combined $1.12B — up 32% from $850M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDYG positions and 19 closed out — a net gain of 40 holders — while 104 added to existing stakes and 88 trimmed.

The largest buyer was Stifel Financial, adding an estimated $37.9M. The largest seller was FAS Wealth Partners, cutting an estimated $10.6M.

  • 293 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2022 was Stifel Financial, an estimated $37.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2022 was FAS Wealth Partners, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2022.