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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

258 hedge funds and large institutions have $850M invested in SPDR S&P 400 Mid Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-6
Holders Change %
-2.27%
% of All Funds
4.46%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
20
Increased
109
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$48.4M
2
Wells Fargo
Wells Fargo
California
$13.4M
3
FNT
First National Trust
Pennsylvania
$43.8M
4
FWP
FAS Wealth Partners
Kansas
$35.7M
5
AWM
AE Wealth Management
Kansas
$29.2M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$104M
2
SCM
SCS Capital Management
Massachusetts
$2.32M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.05M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.3M
5
KW
KWB Wealth
California
$7.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
TIAA FSB
Florida
$8.27M -$829K -13,738 -9%
Morgan Stanley
27
Morgan Stanley
New York
$8.08M +$544K +9,022 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$7.84M +$428K +7,095 +6%
KW
29
KWB Wealth
California
$7.75M -$3.18M -52,654 -29%
E
30
ETFidea
New York
$7.42M +$84.9K +1,407 +1%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$7.05M -$16.2M -268,910 -70%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$6.73M +$530K +8,779 +9%
DI
33
Diligent Investors
California
$6.28M +$86.7K +1,437 +1%
Mariner
34
Mariner
Kansas
$6.13M -$56.3K -933 -0.9%
PWMG
35
Prestige Wealth Management Group
New Jersey
$6.08M +$67K +1,110 +1%
KWM
36
Kingsview Wealth Management
Oregon
$5.46M -$490K -8,124 -8%
CWA
37
Clarus Wealth Advisors
Arizona
$5.1M -$55.5K -893 -1%
MMA
38
Miracle Mile Advisors
California
$5.07M +$241K +3,999 +5%
APP
39
Avantax Planning Partners
Iowa
$5.01M +$192K +3,176 +4%
FFG
40
Ford Financial Group
California
$4.88M +$2.67M +44,305 +121%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.53M -$581K -9,626 -11%
IA
42
IFP Advisors
Florida
$4.48M +$1.96M +17,124 +78%
WFPG
43
Waller Financial Planning Group
Ohio
$4.44M +$43.4K +719 +1%
V
44
Veritable
Delaware
$4.36M -$348K -5,760 -7%
CIM
45
Confluence Investment Management
Missouri
$4.26M +$309K +5,119 +8%
EFL
46
ERn Financial LLC
Wisconsin
$4.15M +$443K +7,337 +12%
TWP
47
Total Wealth Planning
Ohio
$4.05M -$22.2K -368 -0.5%
LFG
48
Larson Financial Group
Missouri
$3.97M +$3.95M +65,458 +16,698%
KOC
49
Koss-Olinger Consulting
Florida
$3.89M +$73.4K +1,217 +2%
WP
50
WealthShield Partners
North Carolina
$3.79M -$105K -1,742 -3%
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