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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$18M
3
Stifel Financial
3
Stifel Financial
Missouri
$40.9M
4
TC
4
TownSquare Capital
Utah
$6.76M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$18.2M -$8.77M -104,322 -33%
CCMG
27
Clark Capital Management Group
Pennsylvania
$18M -$83.6M -995,010 -82%
CF
28
Convergence Financial
Missouri
$17.4M -$48K -571 -0.3%
RA
29
Rodgers & Associates
Pennsylvania
$16.3M -$114K -1,351 -0.7%
CIM
30
Confluence Investment Management
Missouri
$15.5M -$20.4M -242,178 -57%
KW
31
KWB Wealth
California
$14.5M -$347K -3,974 -2%
SWM
32
Shakespeare Wealth Management
Wisconsin
$14.4M +$1.61M +19,211 +13%
Bank of America
33
Bank of America
North Carolina
$13.6M +$3.61M +42,962 +36%
SFM
34
Signet Financial Management
New Jersey
$13M -$842K -10,017 -6%
Mariner
35
Mariner
Kansas
$12.7M +$904K +10,758 +8%
Truist Financial
36
Truist Financial
North Carolina
$12M +$715K +8,510 +6%
AA
37
Axiom Advisory
California
$10.7M +$10.7M +127,153 New
JFA
38
JNBA Financial Advisors
Minnesota
$10.7M -$1.73M -20,543 -14%
E
39
ETFidea
New York
$10.7M -$4.88K -58 -0%
SWM
40
SFG Wealth Management
Maryland
$9.06M +$319K +3,796 +4%
BWG
41
Balanced Wealth Group
Ohio
$8.89M +$508K +12,984 +6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$8.79M +$86.7K +1,032 +1%
EFL
43
ERn Financial LLC
Wisconsin
$8.63M +$662K +7,872 +8%
FIA
44
Foundations Investment Advisors
Arizona
$8.57M +$3.31M +39,339 +63%
WWA
45
WCG Wealth Advisors
Nevada
$8.11M +$50.5K +601 +0.6%
Goldman Sachs
46
Goldman Sachs
New York
$7.62M +$3.94M +46,888 +107%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.51M +$1.59M +18,961 +27%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$7.31M -$8.98M -106,875 -55%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$7.22M +$800K +9,516 +12%
PIA
50
Perennial Investment Advisors
California
$6.96M +$40.9K +486 +0.6%
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