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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

366 hedge funds and large institutions have $2.48B invested in SPDR S&P 400 Mid Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 128 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+41
Holders Change %
+12.62%
% of All Funds
5.31%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
63
Increased
128
Reduced
123
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$310M
2
CCMG
Clark Capital Management Group
Pennsylvania
$106M
3
BCI
Brinker Capital Investments
Pennsylvania
$33.8M
4
OPS
Orion Portfolio Solutions
Nebraska
$33.8M
5
TCM
Tradewinds Capital Management
Washington
$30.2M

Top Sellers

1
FNT
First National Trust
Pennsylvania
$34.5M
2
PPW
Parcion Private Wealth
Washington
$58.4M
3
Morgan Stanley
Morgan Stanley
New York
$25.4M
4
PAG
Private Advisor Group
New Jersey
$21.4M
5
LPL Financial
LPL Financial
California
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
251
Sterling Financial Planning
New Jersey
$272K – – –
GM
252
GeoWealth Management
Illinois
$272K +$272K +3,115 New
AAS
253
Avantax Advisory Services
Texas
$264K +$264K +3,030 New
HNB
254
Huntington National Bank
Ohio
$264K -$229K – –
FHC
255
First Heartland Consultants
Missouri
$254K -$26.6K -305 -9%
CW
256
CreativeOne Wealth
Kansas
$254K +$254K +2,912 New
RPCONE
257
Retirement Planning Company of New England
Rhode Island
$254K -$13.1K -150 -5%
EFG
258
Embree Financial Group
Illinois
$253K -$41.8K -479 -14%
Bank of New York Mellon
259
Bank of New York Mellon
New York
$248K +$16.9K +193 +7%
FPAS
260
Focus Partners Advisor Solutions
Missouri
$246K +$246K +2,812 New
TRCT
261
Tower Research Capital (TRC)
New York
$244K +$159K +1,816 +185%
SAW
262
Signal Advisors Wealth
Michigan
$243K +$243K +2,789 New
PPP
263
Private Portfolio Partners
New Jersey
$243K +$698 +8 +0.3%
MWM
264
Maltin Wealth Management
New Jersey
$241K +$241K +2,766 New
FWM
265
Fingerlakes Wealth Management
New York
$240K +$87 +1 +0%
ITB
266
Idaho Trust Bank
Idaho
$240K +$240K +2,753 New
BFA
267
Beaumont Financial Advisors
Massachusetts
$239K – – –
GT
268
Glenmede Trust
Pennsylvania
$238K – – –
IAA
269
Independent Advisor Alliance
North Carolina
$235K +$235K +2,696 New
CHA
270
Carmichael Hill & Associates
Maryland
$234K -$3.49K -40 -1%
GA
271
Goldstein Advisors
Wisconsin
$231K +$231K +2,641 New
HSA
272
HBK Sorce Advisory
Pennsylvania
$230K -$38.6K -442 -14%
FIM
273
Fernwood Investment Management
Massachusetts
$227K +$227K +2,596 New
CWM
274
Cabot Wealth Management
Massachusetts
$224K +$224K +2,571 New
ST
275
Somerset Trust
Pennsylvania
$223K +$223K +2,560 New
9 10
11
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