We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

300 hedge funds and large institutions have $1.22B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.12B → $1.22B (+$99.3M)

2% more funds holding

Funds holding: 293300 (+7)

1.07% more ownership

Funds ownership: 72.38%73.45% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 117

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
31
Increased
108
Reduced
117
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$115M -$2.76M -40,395 -2%
LPL Financial
2
LPL Financial
California
$82.1M +$15M +219,323 +22%
FNT
3
First National Trust
Pennsylvania
$68.4M +$1.66M +24,250 +2%
Stifel Financial
4
Stifel Financial
Missouri
$61.6M +$5.74M +84,085 +10%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$43.1M +$5.87M +85,922 +16%
TC
6
TownSquare Capital
Utah
$41.4M +$1.71M +25,050 +4%
PPW
7
Parcion Private Wealth
Washington
$40M +$2.39M +35,043 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.1M +$5.34M +78,225 +18%
Osaic Holdings
9
Osaic Holdings
Arizona
$34.9M +$11.9M +174,833 +52%
AWM
10
AE Wealth Management
Kansas
$32.4M -$2.14M -31,371 -6%
NP
11
NorthRock Partners
Minnesota
$32.2M +$1.94M +28,360 +6%
FWP
12
FAS Wealth Partners
Kansas
$26.4M -$2.95M -43,172 -10%
CIM
13
Confluence Investment Management
Missouri
$24M +$2.88M +42,227 +14%
Corient Private Wealth
14
Corient Private Wealth
Florida
$21.8M +$1.91M +28,014 +10%
KA
15
Klingman & Associates
New York
$21.3M -$260K -3,803 -1%
ML
16
McAdam LLC
Pennsylvania
$20.9M -$2.8M -40,960 -12%
Wells Fargo
17
Wells Fargo
California
$17.6M +$10.1M +147,493 +135%
GIA
18
GHP Investment Advisors
Colorado
$16.8M +$1.26M +18,512 +8%
Ameriprise
19
Ameriprise
Minnesota
$16.8M -$1.8M -26,327 -10%
CCMG
20
Clark Capital Management Group
Pennsylvania
$16M +$616K +9,024 +4%
HighTower Advisors
21
HighTower Advisors
Illinois
$15.6M +$35.2K +515 +0.2%
CF
22
Convergence Financial
Missouri
$15.1M +$767K +11,230 +5%
TF
23
TIAA FSB
Florida
$13.7M +$2.89M +42,256 +27%
RA
24
Rodgers & Associates
Pennsylvania
$12.6M +$251K +3,670 +2%
Morgan Stanley
25
Morgan Stanley
New York
$12.5M +$739K +10,819 +6%

MDYG Hedge Fund Activity: Q1 2023 in Review

300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2023, worth a combined $1.22B — up 8.8% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDYG positions and 17 closed out — a net gain of 14 holders — while 108 added to existing stakes and 117 trimmed.

The largest buyer was LPL Financial, adding an estimated $15M. The largest seller was Ford Financial Group, exiting entirely with an estimated $5.36M sold.

  • 300 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2023, up from 293 in Q4 2022.
  • Funds reported $1.22B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2023 and 17 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2023 was LPL Financial, an estimated $15M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2023 was Ford Financial Group, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.