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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

258 hedge funds and large institutions have $850M invested in SPDR S&P 400 Mid Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-6
Holders Change %
-2.27%
% of All Funds
4.46%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
20
Increased
109
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$48.4M
2
Wells Fargo
Wells Fargo
California
$13.4M
3
FNT
First National Trust
Pennsylvania
$43.8M
4
FWP
FAS Wealth Partners
Kansas
$35.7M
5
AWM
AE Wealth Management
Kansas
$29.2M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$104M
2
SCM
SCS Capital Management
Massachusetts
$2.32M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.05M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.3M
5
KW
KWB Wealth
California
$7.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
126
Wipfli Financial Advisors
Wisconsin
$687K – – –
KF
127
Krilogy Financial
Missouri
$607K -$112K -1,853 -16%
YIA
128
YHB Investment Advisors
Connecticut
$589K -$101K -1,678 -15%
FFN
129
Focus Financial Network
Minnesota
$557K +$60 +1 +0%
CFGS
130
Concourse Financial Group Securities
Alabama
$554K +$3.2K +53 +0.6%
AF
131
Allworth Financial
California
$544K +$473K +7,838 +668%
BEI
132
Benjamin Edwards Inc
Missouri
$536K +$67.9K +1,126 +15%
EFS
133
Essex Financial Services
Connecticut
$532K -$1.51K -25 -0.3%
AWA
134
Amplius Wealth Advisors
Pennsylvania
$532K +$315K +5,224 +145%
CPIG
135
Chicago Partners Investment Group
Illinois
$525K -$132K -2,019 -20%
LJAC
136
L.J. Altfest & Co
New York
$511K +$664 +11 +0.1%
GJIC
137
Gamble Jones Investment Counsel
California
$509K -$5.56K -92 -1%
SPC
138
Sigma Planning Corp
Michigan
$495K -$6.03K -100 -1%
SDWMA
139
Schneider Downs Wealth Management Advisors
Pennsylvania
$493K -$9.42K -156 -2%
CCM
140
Condor Capital Management
New Jersey
$493K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$483K -$72.1K -1,194 -13%
BPA
142
Beacon Pointe Advisors
California
$461K +$181 +3 +0%
TPWM
143
Twelve Points Wealth Management
Massachusetts
$457K -$8.14K -135 -2%
HSA
144
HBK Sorce Advisory
Pennsylvania
$451K -$12.4K -205 -3%
SL
145
Salomon & Ludwin
Virginia
$444K +$25.8K +428 +6%
MAM
146
Mystic Asset Management
Rhode Island
$443K +$1.51K +25 +0.3%
WH
147
Willner & Heller
California
$438K +$1.45K +24 +0.3%
SWA
148
Stratos Wealth Advisors
Ohio
$437K +$17.8K +296 +4%
VFIC
149
Valley Forge Investment Consultants
Pennsylvania
$431K – – –
CCFM
150
Clear Creek Financial Management
Washington
$430K -$5.97K -99 -1%
4 5
6
7 8