MDYG icon

SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

362 hedge funds and large institutions have $1.82B invested in SPDR S&P 400 Mid Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
5.27%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
43
Increased
115
Reduced
142
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
$22.6M
2
LPL Financial
LPL Financial
California
$142M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$27.3M
4
AA
Axiom Advisory
California
$10.7M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$24.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56M
2
CCMG
Clark Capital Management Group
Pennsylvania
$18M
3
Stifel Financial
Stifel Financial
Missouri
$40.9M
4
TC
TownSquare Capital
Utah
$6.76M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
351
MFA Wealth Advisors
Pennsylvania
$2.44K +$2.44K +29 New
AIC
352
Archer Investment Corporation
Indiana
$2.35K – – –
CMA
353
Cedar Mountain Advisors
Oregon
$2.27K – – –
NS
354
NBC Securities
Alabama
$2K – – –
AAP
355
Arax Advisory Partners
Colorado
$1.97K – – –
PCMC
356
Planning Capital Management Corporation
Pennsylvania
$1.65K – – –
GEA
357
Glen Eagle Advisors
New Jersey
$1.35K – – –
TWP
358
Triad Wealth Partners
Kansas
$1.35K +$1.35K +16 New
HPC
359
HM Payson & Co
Maine
$1.09K +$1.09K +13 New
FHC
360
First Heartland Consultants
Missouri
$917 +$672 +7,998 +274%
CP
361
Castleview Partners
Texas
$504 – – –
AssetMark Inc
362
AssetMark Inc
California
$168 -$1.51K -18 -90%
NC
363
NewSquare Capital
Pennsylvania
$71 – – –
KFS
364
Kelly Financial Services
Massachusetts
$7 -$552K -6,320 Closed
Envestnet Portfolio Solutions
365
Envestnet Portfolio Solutions
Illinois
– -$8.25M -94,467 Closed
BWP
366
Bernardo Wealth Planning
Pennsylvania
– -$4.47M -51,216 Closed
SWM
367
SigFig Wealth Management
California
– -$3.69M -42,289 Closed
BA
368
Bellwether Advisors
Nebraska
– -$2.9M -33,223 Closed
IF
369
Intrua Financial
Texas
– -$2.15M -24,603 Closed
CRI
370
Colonial River Investments
Virginia
– -$1.16M -13,334 Closed
DAS
371
Diversify Advisory Services
Utah
– -$1.11M -12,792 Closed
LNC
372
Lincoln National Corp
Pennsylvania
– -$909K -10,411 Closed
AWAU
373
Alliance Wealth Advisors (Utah)
Utah
– -$597K -6,841 Closed
BTWM
374
Baker Tilly Wealth Management
Wisconsin
– -$514K -5,893 Closed
NCFG
375
New Century Financial Group
New Jersey
– -$503K -5,766 Closed
13 14
15
16 17