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State Street SPDR S&P 400 Mid Cap Growth ETF

325 hedge funds and large institutions have $1.78B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

30% more capital invested

Capital invested by funds: $1.37B → $1.78B (+$413M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

9% more funds holding

Funds holding: 298325 (+27)

2.99% more ownership

Funds ownership: 75.27%78.26% (+3%)

8% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 110

Holders
325
Holders Change
+27
Holders Change %
+9.06%
% of All Funds
4.74%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
48
Increased
119
Reduced
110
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$180M +$167M +2,381,557 +23,815,570%
Financial Engines Advisors
2
Financial Engines Advisors
California
$138M -$1.11M -15,807 -0.9%
LPL Financial
3
LPL Financial
California
$124M +$12.8M +182,379 +13%
Stifel Financial
4
Stifel Financial
Missouri
$94.5M -$9.03M -128,706 -9%
PPW
5
Parcion Private Wealth
Washington
$77.1M +$30.2M +429,985 +73%
NP
6
NorthRock Partners
Minnesota
$63.6M +$29M +412,893 +96%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$63.5M -$5.68M -80,946 -9%
FNT
8
First National Trust
Pennsylvania
$62.1M -$15.4M -219,328 -21%
TC
9
TownSquare Capital
Utah
$53.2M +$1.56M +22,260 +3%
AWM
10
AE Wealth Management
Kansas
$47.8M +$5.82M +83,002 +15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$47.5M +$3.2M +45,638 +8%
Morgan Stanley
12
Morgan Stanley
New York
$35.9M +$19M +271,239 +133%
CI
13
Chartist Inc
California
$34.5M -$167K -2,387 -3%
CIM
14
Confluence Investment Management
Missouri
$32.6M -$5.63M -80,196 -16%
FWP
15
FAS Wealth Partners
Kansas
$31.1M -$343K -4,887 -1%
PAG
16
Private Advisor Group
New Jersey
$26.6M +$13.7M +195,914 +126%
KA
17
Klingman & Associates
New York
$23.3M +$138K +1,965 +0.6%
Osaic Holdings
18
Osaic Holdings
Arizona
$23M -$3.9M -55,577 -15%
ML
19
McAdam LLC
Pennsylvania
$22.2M -$362K -5,156 -2%
GIA
20
GHP Investment Advisors
Colorado
$20.4M +$485K +6,921 +3%
Ameriprise
21
Ameriprise
Minnesota
$20.1M +$1.08M +15,409 +6%
CCMG
22
Clark Capital Management Group
Pennsylvania
$19.7M +$2.07M +29,517 +13%
Corient Private Wealth
23
Corient Private Wealth
Florida
$18.7M +$1.57M +22,318 +10%
Wells Fargo
24
Wells Fargo
California
$18.6M -$983K -14,015 -5%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$18.3M +$2.71M +38,605 +19%

MDYG Hedge Fund Activity: Q4 2023 in Review

325 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2023, worth a combined $1.78B — up 30% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 17 closed out — a net gain of 31 holders — while 119 added to existing stakes and 110 trimmed.

The largest buyer was Citigroup, adding an estimated $167M. The largest seller was First National Trust, cutting an estimated $15.4M.

  • 325 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2023, up from 298 in Q3 2023.
  • Funds reported $1.78B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2023 and 17 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2023 was Citigroup, an estimated $167M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2023 was First National Trust, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2023.