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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

298 hedge funds and large institutions have $1.37B invested in SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
24
Increased
105
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$127M
2
LPL Financial
2
LPL Financial
California
$101M
3
EWM
3
Executive Wealth Management
Michigan
$6.09M
4
PFO
4
Pathstone Family Office
New Jersey
$4.88M
5
AWM
5
AE Wealth Management
Kansas
$37.8M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$48.7K
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$15.6M
3
PFS
3
Prospera Financial Services
Texas
$0
4
CWM
4
Cordatus Wealth Management
Pennsylvania
$0
5
Bank of America
5
Bank of America
North Carolina
$7.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
26
JNBA Financial Advisors
Minnesota
$13.3M +$568K +8,221 +4%
RA
27
Rodgers & Associates
Pennsylvania
$12.6M -$29.7K -430 -0.2%
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$11.9M +$11.9M +172,705 New
SFM
29
Signet Financial Management
New Jersey
$11.7M -$73.1K -1,057 -0.6%
WWA
30
WCG Wealth Advisors
Nevada
$10.8M +$718K +10,235 +7%
PAG
31
Private Advisor Group
New Jersey
$10.7M +$2.81M +40,676 +36%
SWM
32
Shakespeare Wealth Management
Wisconsin
$10.6M +$59.8K +865 +0.6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$10.3M +$2.23M +32,280 +28%
KW
34
KWB Wealth
California
$9.3M -$104K -1,449 -1%
Mariner
35
Mariner
Kansas
$9.03M +$239K +3,454 +3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.92M +$84.3K +1,219 +1%
Truist Financial
37
Truist Financial
North Carolina
$8.9M +$77.7K +1,124 +0.9%
E
38
ETFidea
New York
$8.48M – – –
Bank of America
39
Bank of America
North Carolina
$7.48M -$4.02M -58,208 -35%
PWMG
40
Prestige Wealth Management Group
New Jersey
$6.43M -$293K -4,242 -4%
SPWG
41
Syntegra Private Wealth Group
Missouri
$6.39M -$392K -5,663 -6%
DI
42
Diligent Investors
California
$6.38M -$715K -10,335 -10%
EWM
43
Executive Wealth Management
Michigan
$6.09M +$6.09M +88,018 New
SWM
44
SFG Wealth Management
Maryland
$5.96M +$2.61M +37,804 +78%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$5.32M -$381K -5,514 -7%
EFL
46
ERn Financial LLC
Wisconsin
$5.11M -$122K -1,770 -2%
APP
47
Avantax Planning Partners
Iowa
$5.09M -$409K -5,909 -7%
TWP
48
Total Wealth Planning
Ohio
$4.91M -$114K -1,645 -2%
PFO
49
Pathstone Family Office
New Jersey
$4.88M +$4.88M +70,562 New
WP
50
WealthShield Partners
North Carolina
$4.65M -$146K -2,110 -3%
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