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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.

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 %
KFI
101
Key Financial Inc
Pennsylvania
$1.44M -$21.2K -307 -1%
WA
102
Wambolt & Associates
Colorado
$1.43M -$66.9K -979 -4%
SFG
103
Sage Financial Group
Pennsylvania
$1.41M +$4.15K +60 +0.3%
DWM
104
Drive Wealth Management
Utah
$1.4M -$369K -5,334 -21%
IWM
105
IHT Wealth Management
Illinois
$1.4M -$71.1K -1,029 -5%
WIA
106
World Investment Advisors
California
$1.38M +$20.3K +293 +1%
CWA
107
Centennial Wealth Advisory
Michigan
$1.32M -$24.7K -357 -2%
TPWM
108
Twelve Points Wealth Management
Massachusetts
$1.22M -$364K -5,271 -23%
MSAM
109
Moloney Securities Asset Management
Missouri
$1.19M -$11.8K -171 -1%
BFM
110
Broadview Financial Management
Wisconsin
$1.18M -$5.53K -80 -0.5%
CAN
111
Cetera Advisor Networks
California
$1.16M +$192K +2,780 +20%
CTC
112
Central Trust Company
Missouri
$1.15M -$37.3K -539 -3%
MWPCG
113
Measured Wealth Private Client Group
New Hampshire
$1.15M -$553 -8 -0%
MFG
114
Merit Financial Group
Georgia
$1.08M -$7.12K -103 -0.7%
AWS
115
Atria Wealth Solutions
New York
$1.06M -$191K -2,768 -15%
PFA
116
Pure Financial Advisors
California
$1.05M -$2.56K -37 -0.2%
LC
117
LTG Capital
Massachusetts
$1.01M +$69 +1 +0%
LW
118
Linscomb Wealth
Texas
$1,000K -$76.5K -1,106 -7%
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$994K -$126K -1,819 -11%
TC
120
Trilogy Capital
California
$968K +$57.4K +830 +6%
Goldman Sachs
121
Goldman Sachs
New York
$967K – – –
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$965K +$965K +13,956 New
JWCA
123
J.W. Cole Advisors
Florida
$964K -$10.8K -156 -1%
KAS
124
Kestra Advisory Services
Texas
$929K +$101K +1,459 +12%
Prudential Financial
125
Prudential Financial
New Jersey
$890K +$109K +1,575 +14%
3 4
5
6 7