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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 %
PIAS
276
PCA Investment Advisory Services
Ohio
$223K +$223K +2,559 New
RA
277
RFG Advisory
Alabama
$218K +$218K +2,502 New
KWA
278
Kingswood Wealth Advisors
California
$218K -$115K -1,314 -35%
BWA
279
Burt Wealth Advisors
Maryland
$215K +$215K +2,460 New
VFA
280
Valeo Financial Advisors
Indiana
$211K +$211K +2,534 New
IAIM
281
International Assets Investment Management
Florida
$209K +$209K +2,408 New
VCM
282
Virtue Capital Management
Tennessee
$204K +$204K +2,432 New
ACM
283
Advisors Capital Management
New Jersey
$203K +$203K +2,326 New
BFA
284
Beacon Financial Advisory
Ohio
$203K +$203K +2,325 New
DP
285
Denver PWM
Colorado
$201K -$57.4K -1,104 -22%
GT
286
Greenleaf Trust
Michigan
$201K +$201K +2,308 New
FHA
287
Flagship Harbor Advisors
Massachusetts
$201K +$201K +2,304 New
CTFG
288
Capstone Triton Financial Group
Oklahoma
$201K -$34.3K -393 -15%
CFD
289
Creative Financial Designs
Indiana
$188K +$60.8K +697 +48%
SWA
290
SOA Wealth Advisors
New York
$177K -$43.5K -498 -20%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$171K +$171K +1,965 New
MCM
292
MidAtlantic Capital Management
Virginia
$162K – – –
PGAM
293
Princeton Global Asset Management
New Jersey
$137K -$116K -1,330 -46%
TAM
294
Tucker Asset Management
Colorado
$137K +$137K +1,564 New
PTC
295
Private Trust Company
Ohio
$130K -$25.3K -290 -16%
TFGT
296
TS Financial Group (TSFG)
Illinois
$122K – – –
HCM
297
Hollencrest Capital Management
California
$113K – – –
DFA
298
DHJJ Financial Advisors
Illinois
$107K – – –
IHWM
299
Iron Horse Wealth Management
Iowa
$95.2K -$2.88K -33 -3%
BA
300
Ballast Advisors
Minnesota
$92.4K – – –
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