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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 %
KAS
151
Kestra Advisory Services
Texas
$416K +$95.4K +1,583 +30%
WFA
152
Wellspring Financial Advisors
Ohio
$410K -$459 -412 -0.1%
FPF
153
First Pacific Financial
Washington
$397K -$895K -14,820 -69%
UCFA
154
United Capital Financial Advisors
Texas
$392K -$184K -3,055 -32%
SIC
155
Salem Investment Counselors
North Carolina
$362K – – –
RFA
156
RTD Financial Advisors
Pennsylvania
$354K -$60.5K -1,004 -15%
LA
157
LexAurum Advisors
Kansas
$349K -$6.04K -100 -2%
CA
158
Centerpoint Advisors
Massachusetts
$342K -$25.5K -422 -7%
MWA
159
Motive Wealth Advisors
Michigan
$341K +$112K +1,856 +49%
APA
160
American Portfolios Advisors
New York
$338K +$5.55K +92 +2%
AWA
161
Arkadios Wealth Advisors
Georgia
$334K +$24.7K +410 +8%
VWA
162
Visionary Wealth Advisors
Illinois
$329K +$21K +348 +7%
TRIA
163
Trail Ridge Investment Advisors
Colorado
$327K -$14.2K -207 -4%
SOS
164
Silver Oak Securities
Tennessee
$317K +$317K +4,579 New
BTWM
165
Baker Tilly Wealth Management
Wisconsin
$316K +$50.9K +845 +19%
BFA
166
Beaumont Financial Advisors
Massachusetts
$316K +$316K +5,240 New
PCIA
167
Prime Capital Investment Advisors
Kansas
$315K -$75.4K -1,249 -19%
CAN
168
Cetera Advisor Networks
California
$303K +$3.62K +60 +1%
IFPG
169
Intrepid Financial Planning Group
Indiana
$287K -$19K -315 -6%
JWBC
170
John W. Brooker & Co
California
$277K -$19.4K -321 -7%
FW
171
FirstPurpose Wealth
Utah
$272K +$272K +4,515 New
CTC
172
Central Trust Company
Missouri
$271K +$258K +4,273 +2,044%
MA
173
MONECO Advisors
Connecticut
$260K +$52K +863 +25%
Jones Financial Companies
174
Jones Financial Companies
Missouri
$259K +$112K +1,856 +76%
GVAG
175
Great Valley Advisor Group
Delaware
$254K +$121 +2 +0%
5 6
7
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