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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 %
PIA
51
Perennial Investment Advisors
California
$4.57M -$138K -1,997 -3%
UBS Group
52
UBS Group
Switzerland
$4.42M -$375K -5,420 -8%
KOC
53
Koss-Olinger Consulting
Florida
$4.16M -$71.3K -1,031 -2%
SEIA
54
Signature Estate & Investment Advisors
California
$3.85M +$143K +2,072 +4%
WFPG
55
Waller Financial Planning Group
Ohio
$3.83M -$91.5K -1,323 -2%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$3.74M +$328K +4,750 +10%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$3.69M -$952K -13,772 -20%
BWP
58
Bernardo Wealth Planning
Pennsylvania
$3.54M +$56.9K +823 +2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$3.49M +$43.2K +624 +1%
GIA
60
Gladstone Institutional Advisory
Florida
$3.42M -$201K -2,903 -6%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.24M -$166K -2,408 -5%
MMA
62
Miracle Mile Advisors
California
$3.11M -$689K -9,965 -18%
BEI
63
Benjamin Edwards Inc
Missouri
$3.09M -$234K -3,383 -7%
ACM
64
Advisors Capital Management
New Jersey
$3.04M +$3.04M +43,978 New
Creative Planning
65
Creative Planning
Kansas
$2.98M +$501K +7,240 +20%
KWM
66
Kingsview Wealth Management
Oregon
$2.78M -$2.93M -42,354 -51%
WWM
67
Windsor Wealth Management
Indiana
$2.73M +$127K +1,840 +5%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.72M +$168K +2,430 +7%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$2.69M -$317K -4,580 -11%
VWA
70
Visionary Wealth Advisors
Illinois
$2.67M -$37.5K -542 -1%
KTA
71
Keeley-Teton Advisors
Illinois
$2.54M +$6.85K +99 +0.3%
PWG
72
Portside Wealth Group
Utah
$2.46M +$69.1K +1,000 +3%
LFG
73
Larson Financial Group
Missouri
$2.46M -$294K -4,253 -11%
LWM
74
Laidlaw Wealth Management
New York
$2.42M -$562K -8,133 -19%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2.39M +$1.01M +14,601 +73%
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