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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

245 hedge funds and large institutions have $1.7B invested in SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.35%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$300M
2
Osaic Holdings
Osaic Holdings
Arizona
+$170M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$89.6M
4
OPS
Orion Portfolio Solutions
Nebraska
+$37.1M
5
LPL Financial
LPL Financial
California
+$17.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$61.7M
2
Stifel Financial
Stifel Financial
Missouri
-$36.6M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.3M
4
WIA
World Investment Advisors
California
-$12.1M
5
CIM
Confluence Investment Management
Missouri
-$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
26
KWB Wealth
California
$10.7M +$10.7M +154,719 New
FNT
27
First National Trust
Pennsylvania
$10.5M +$571K +8,231 +6%
PRS
28
Pinkerton Retirement Specialists
Idaho
$9.72M -$1.25M -18,004 -11%
CWA
29
Clarus Wealth Advisors
Arizona
$9.45M -$126K -1,714 -1%
Morgan Stanley
30
Morgan Stanley
New York
$9.02M -$198K -2,863 -2%
JFA
31
JNBA Financial Advisors
Minnesota
$8.94M -$414K -5,978 -4%
RA
32
Rodgers & Associates
Pennsylvania
$8.84M +$8.84M +127,485 New
Wells Fargo
33
Wells Fargo
California
$8.63M -$184K -2,661 -2%
SWM
34
Shakespeare Wealth Management
Wisconsin
$7.89M +$145K +2,093 +2%
SAF
35
Smith Anglin Financial
Texas
$7.79M +$7.79M +112,397 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.18M +$392K +5,660 +6%
UBS Group
37
UBS Group
Switzerland
$6.93M -$425K -6,127 -6%
PWMG
38
Prestige Wealth Management Group
New Jersey
$6.81M +$2.5M +36,097 +58%
KWM
39
Kingsview Wealth Management
Oregon
$6.26M -$163K -2,344 -3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.92M -$123K -1,777 -2%
WFPG
41
Waller Financial Planning Group
Ohio
$5.02M -$651K -9,392 -11%
BRWA
42
B. Riley Wealth Advisors
Florida
$4.93M +$4.53M +65,297 +1,126%
Mariner
43
Mariner
Kansas
$4.84M +$333K +4,805 +7%
TWP
44
Total Wealth Planning
Ohio
$4.65M -$422K -6,083 -8%
DI
45
Diligent Investors
California
$4.64M +$41.2K +594 +0.9%
APA
46
American Portfolios Advisors
New York
$4.27M +$3.69M +53,240 +633%
MMA
47
Miracle Mile Advisors
California
$4.19M +$271K +3,905 +7%
EWM
48
Executive Wealth Management
Michigan
$4.19M +$1.4M +20,123 +50%
SEIA
49
Signature Estate & Investment Advisors
California
$3.95M -$237K -3,420 -6%
HA
50
Harborview Advisors
Maine
$3.9M -$184K -2,650 -5%
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