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State Street SPDR S&P 400 Mid Cap Growth ETF

298 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, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 296298 (+2)

0.77% less ownership

Funds ownership: 76.04%75.27% (-0.77%)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

10% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 117

Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
105
Reduced
117
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
$127M +$14M +194,898 +12%
LPL Financial
2
LPL Financial
California
$101M +$9.58M +132,922 +10%
Stifel Financial
3
Stifel Financial
Missouri
$95.3M +$547K +7,596 +0.6%
FNT
4
First National Trust
Pennsylvania
$71.9M +$2.09M +29,034 +3%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$63.6M +$396K +5,500 +0.6%
TC
6
TownSquare Capital
Utah
$47.1M +$837K +11,620 +2%
PPW
7
Parcion Private Wealth
Washington
$40.7M -$120K -1,662 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$40.2M +$1.64M +22,724 +4%
AWM
9
AE Wealth Management
Kansas
$37.8M +$3.54M +49,204 +10%
CIM
10
Confluence Investment Management
Missouri
$35.4M +$454K +6,308 +1%
CI
11
Chartist Inc
California
$32.1M -$473K -6,564 -9%
NP
12
NorthRock Partners
Minnesota
$29.6M +$754K +10,472 +3%
FWP
13
FAS Wealth Partners
Kansas
$28.8M +$1.13M +15,646 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$24.8M -$642K -8,912 -2%
KA
15
Klingman & Associates
New York
$21.2M -$315K -4,371 -1%
ML
16
McAdam LLC
Pennsylvania
$20.7M -$250K -3,470 -1%
Wells Fargo
17
Wells Fargo
California
$18M +$1.82M +25,298 +11%
GIA
18
GHP Investment Advisors
Colorado
$17.9M +$623K +8,647 +3%
Ameriprise
19
Ameriprise
Minnesota
$17.3M +$14.4K +200 +0.1%
CF
20
Convergence Financial
Missouri
$16M +$196K +2,719 +1%
CCMG
21
Clark Capital Management Group
Pennsylvania
$15.9M +$333K +4,621 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$15.7M +$168K +2,332 +1%
Corient Private Wealth
23
Corient Private Wealth
Florida
$15.6M -$6.71M -93,180 -29%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$14.1M +$1.84M +25,530 +14%
Morgan Stanley
25
Morgan Stanley
New York
$14.1M +$555K +7,703 +4%

MDYG Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 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 117 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.

  • 298 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2023, up from 296 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.