State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
297 hedge funds and large institutions have $1.37B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 19 closing their positions.
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
1% more funds holding
Funds holding: 295 → 297 (+2)
0.77% less ownership
Funds ownership: 76.04% → 75.27% (-0.77%)
2% less capital invested
Capital invested by funds: $1.41B → $1.37B (-$35.1M)
9% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 116
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$14M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.58M |
| 3 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$6.34M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$5.08M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$25.5M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$6.71M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$4.48M |
| 4 |
CWM
Cordatus Wealth Management
Newtown,
Pennsylvania
|
-$4.22M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.19M |
MDYG Hedge Fund Activity: Q3 2023 in Review
297 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2023, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new MDYG positions and 19 closed out — a net gain of 5 holders — while 105 added to existing stakes and 116 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $14M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $25.5M.
- 297 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2023, up from 295 in Q2 2023.
- Funds reported $1.37B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
- 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2023 and 19 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $14M added.
- The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2023 was Qube Research & Technologies (QRT), an estimated $25.5M sold.
Based on aggregated 13F filings for Q3 2023.