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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

325 hedge funds and large institutions have $1.78B invested in 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
Holders
325
Holders Change
+27
Holders Change %
+9.06%
% of All Funds
4.76%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
48
Increased
119
Reduced
110
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$180M
2
PPW
2
Parcion Private Wealth
Washington
$77.1M
3
NP
3
NorthRock Partners
Minnesota
$63.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.9M
5
PAG
5
Private Advisor Group
New Jersey
$26.6M

Top Sellers

1
FNT
1
First National Trust
Pennsylvania
$62.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$94.5M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$63.5M
4
EWM
4
Executive Wealth Management
Michigan
$0
5
CIM
5
Confluence Investment Management
Missouri
$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
251
WealthPLAN Partners
Nebraska
$203K +$203K +2,689 New
Bank of New York Mellon
252
Bank of New York Mellon
New York
$200K +$200K +2,645 New
SWA
253
SOA Wealth Advisors
New York
$191K – – –
US Bancorp
254
US Bancorp
Minnesota
$186K +$135K +1,783 +267%
SWM
255
Spire Wealth Management
Virginia
$143K +$125K +1,654 +710%
MCM
256
MidAtlantic Capital Management
Virginia
$141K +$141K +1,859 New
PTC
257
Private Trust Company
Ohio
$135K +$33.2K +439 +33%
NA
258
NewEdge Advisors
Louisiana
$114K – – –
CFD
259
Creative Financial Designs
Indiana
$111K +$303 +4 +0.3%
TFGT
260
TS Financial Group (TSFG)
Illinois
$106K – – –
HCM
261
Hollencrest Capital Management
California
$98.3K – – –
AssetMark Inc
262
AssetMark Inc
California
$95.9K +$93.8K +1,240 +4,593%
DFA
263
DHJJ Financial Advisors
Illinois
$92.6K – – –
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$86.2K +$32.9K +435 +62%
IHWM
265
Iron Horse Wealth Management
Iowa
$85.1K – – –
BA
266
Ballast Advisors
Minnesota
$80.1K – – –
TRCT
267
Tower Research Capital (TRC)
New York
$74.4K -$152K -2,012 -67%
HGERS
268
Householder Group Estate & Retirement Specialist
Arizona
$66K +$678 +9 +1%
SPIA
269
Steward Partners Investment Advisory
New York
$60.3K +$42.4K +560 +236%
AWM
270
Avior Wealth Management
Nebraska
$58.9K -$1.29K -17 -2%
PMFA
271
Plante Moran Financial Advisors
Michigan
$57.4K +$14.4K +190 +33%
UB
272
UMB Bank
Missouri
$50.2K +$13.7K +181 +38%
AIM
273
Arcadia Investment Management
Michigan
$49.2K -$60.5K -800 -55%
HWM
274
Horizons Wealth Management
North Carolina
$49K – – –
OLVIG
275
Oliver Lagore Vanvalin Investment Group
Michigan
$40K -$56.1K -742 -58%
9 10
11
12 13