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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.

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
1
Envestnet Asset Management
Illinois
$310M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$106M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$33.8M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$33.8M
5
TCM
5
Tradewinds Capital Management
Washington
$30.2M

Top Sellers

1
FNT
1
First National Trust
Pennsylvania
$34.5M
2
PPW
2
Parcion Private Wealth
Washington
$58.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
PAG
4
Private Advisor Group
New Jersey
$21.4M
5
LPL Financial
5
LPL Financial
California
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$22.6M 258,261 +19,088 +8%
PAG
27
Private Advisor Group
New Jersey
$21.4M 245,334 -105,725 -30%
Corient Private Wealth
28
Corient Private Wealth
Florida
$21M 240,377 -7,005 -3%
Ameriprise
29
Ameriprise
Minnesota
$18.9M 216,340 -48,925 -18%
CF
30
Convergence Financial
Missouri
$18.2M 207,941 -17,881 -8%
RA
31
Rodgers & Associates
Pennsylvania
$17M 194,666 +1,884 +1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$16.9M 193,919 +13,539 +8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$16.9M 193,820 +143,482 +285%
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
$15.5M 177,602 -5,488 -3%
PS
35
Principal Securities
Iowa
$15.5M 177,219 +142,120 +405%
KW
36
KWB Wealth
California
$14.9M 170,127 -6,822 -4%
SFM
37
Signet Financial Management
New Jersey
$14.3M 164,074 -4,080 -2%
SWM
38
Shakespeare Wealth Management
Wisconsin
$13.3M 152,582 -4,805 -3%
JFA
39
JNBA Financial Advisors
Minnesota
$12.9M 147,934 -53,098 -26%
Mariner
40
Mariner
Kansas
$12.3M 140,894 +12,723 +10%
Truist Financial
41
Truist Financial
North Carolina
$11.7M 134,064 +3,720 +3%
E
42
ETFidea
New York
$11.1M 127,181 +301 +0.2%
Bank of America
43
Bank of America
North Carolina
$10.4M 119,145 -2,081 -2%
SWM
44
SFG Wealth Management
Maryland
$9.08M 104,013 +9,099 +10%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$9.04M 103,502 -28,889 -22%
WWA
46
WCG Wealth Advisors
Nevada
$8.37M 95,884 -35,021 -27%
EFL
47
ERn Financial LLC
Wisconsin
$8.28M 94,801 -1,339 -1%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$8.25M 94,467 +94,467 New
BWG
49
Balanced Wealth Group
Ohio
$8.07M 214,115 +177,178 +480%
PWMG
50
Prestige Wealth Management Group
New Jersey
$7.46M 85,496 -6,713 -7%
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