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State Street SPDR S&P 400 Mid Cap Growth ETF

296 hedge funds and large institutions have $1.41B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 124 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.22B → $1.41B (+$182M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.59% more ownership

Funds ownership: 73.45%76.04% (+2.6%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 300296 (-4)

18% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 124

Holders
296
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
4.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
19
Increased
102
Reduced
124
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$118M -$2.85M -41,740 -2%
Stifel Financial
2
Stifel Financial
Missouri
$98.2M +$32.1M +470,256 +52%
LPL Financial
3
LPL Financial
California
$94.8M +$8.42M +123,207 +10%
FNT
4
First National Trust
Pennsylvania
$72.4M +$730K +10,679 +1%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$65.5M +$19.4M +284,089 +45%
TC
6
TownSquare Capital
Utah
$48M +$4.4M +64,414 +11%
PPW
7
Parcion Private Wealth
Washington
$42.3M +$419K +6,128 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$40.1M +$3.22M +47,090 +9%
CI
9
Chartist Inc
California
$36.8M +$3.55M +51,897 +208%
CIM
10
Confluence Investment Management
Missouri
$36.2M +$10.5M +154,016 +44%
AWM
11
AE Wealth Management
Kansas
$35.7M +$1.71M +25,015 +5%
NP
12
NorthRock Partners
Minnesota
$29.9M -$3.65M -53,407 -11%
FWP
13
FAS Wealth Partners
Kansas
$28.7M +$981K +14,356 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$26.4M -$9.66M -141,467 -28%
Corient Private Wealth
15
Corient Private Wealth
Florida
$22.8M -$37.6K -550 -0.2%
KA
16
Klingman & Associates
New York
$22.2M -$62K -907 -0.3%
ML
17
McAdam LLC
Pennsylvania
$21.7M -$204K -2,980 -1%
GIA
18
GHP Investment Advisors
Colorado
$18.5M +$624K +9,129 +4%
Ameriprise
19
Ameriprise
Minnesota
$17.9M +$318K +4,649 +2%
Wells Fargo
20
Wells Fargo
California
$16.8M -$1.5M -21,917 -9%
CF
21
Convergence Financial
Missouri
$16.4M +$619K +9,057 +4%
CCMG
22
Clark Capital Management Group
Pennsylvania
$16.2M -$506K -7,404 -3%
HighTower Advisors
23
HighTower Advisors
Illinois
$16.1M -$187K -2,737 -1%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$14.5M +$24.2M +353,963 +65,067%
Morgan Stanley
25
Morgan Stanley
New York
$14M +$853K +12,486 +7%