MDYG icon

SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

258 hedge funds and large institutions have $850M invested in SPDR S&P 400 Mid Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-6
Holders Change %
-2.27%
% of All Funds
4.46%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
20
Increased
109
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.19M
2
Wells Fargo
Wells Fargo
California
+$7.23M
3
FNT
First National Trust
Pennsylvania
+$4.92M
4
FWP
FAS Wealth Partners
Kansas
+$4.75M
5
AWM
AE Wealth Management
Kansas
+$4.63M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$33.6M
2
SCM
SCS Capital Management
Massachusetts
-$22M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.2M
5
KW
KWB Wealth
California
-$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
226
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K – – –
UB
227
UMB Bank
Missouri
$18K – – –
FCMT
228
Founders Capital Management (Texas)
Texas
$17K +$61 +1 +0.4%
OCM
229
Orion Capital Management
California
$16K – – –
BWM
230
Baystate Wealth Management
Massachusetts
$16K +$59 +1 +0.4%
CAAS
231
Capital Asset Advisory Services
Michigan
$16K +$13.3K +220 +500%
AssetMark Inc
232
AssetMark Inc
California
$15K +$15K +244 New
BWA
233
BDO Wealth Advisors
Florida
$15K +$15K +249 New
IHWM
234
Iron Horse Wealth Management
Iowa
$14K -$95.5K -1,548 -87%
AIP
235
Almanack Investment Partners
Pennsylvania
$14K +$14K +238 New
PB
236
Pinnacle Bancorp
Nebraska
$12K – – –
PPWM
237
PFG Private Wealth Management
Florida
$11K – – –
HF
238
Halpern Financial
Virginia
$9.11K +$9.11K +151 New
SWM
239
Spire Wealth Management
Virginia
$9K -$2.79K -44 -24%
KA
240
Kozak & Associates
Colorado
$9K – – –
TWA
241
TCI Wealth Advisors
Arizona
$8K +$8K +131 New
MRCM
242
M&R Capital Management
New Jersey
$7K – – –
FHA
243
First Horizon Advisors
Tennessee
$6K – – –
ACA
244
Aptus Capital Advisors
Alabama
$6K – – –
RIA
245
Realta Investment Advisors
Delaware
$6K +$6K +103 New
GWSG
246
GPS Wealth Strategies Group
Colorado
$4K +$54 +1 +1%
KFS
247
Kelly Financial Services
Massachusetts
$3.57K +$3.57K +59 New
BlackRock
248
BlackRock
New York
$3K -$319 -5 -10%
GI
249
Gradient Investments
Minnesota
$3K – – –
CIAS
250
Capital Investment Advisory Services
North Carolina
$2K -$2.27K -42 -53%
8 9
10
11 12