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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

293 hedge funds and large institutions have $1.12B invested in SPDR S&P 400 Mid Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
4.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
59
Increased
104
Reduced
88
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$37.7M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$28.3M
3
PPW
Parcion Private Wealth
Washington
+$23.8M
4
FNT
First National Trust
Pennsylvania
+$16.3M
5
CIM
Confluence Investment Management
Missouri
+$15.6M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
-$10.6M
2
Wells Fargo
Wells Fargo
California
-$7.39M
3
NP
NorthRock Partners
Minnesota
-$4.75M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.31M
5
FWM
Foresight Wealth Management
Utah
-$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
GSB Wealth Management
Connecticut
$527K -$539K -8,250 -51%
LJAC
152
L.J. Altfest & Co
New York
$524K -$29.2K -447 -5%
GJIC
153
Gamble Jones Investment Counsel
California
$521K -$29.9K -457 -5%
BPA
154
Beacon Pointe Advisors
California
$506K +$7.78K +119 +2%
WH
155
Willner & Heller
California
$500K +$26.3K +402 +6%
WAG
156
Wallace Advisory Group
California
$498K +$498K +7,619 New
CA
157
Cetera Advisors
Colorado
$488K -$2.23M -34,078 -82%
CCM
158
Condor Capital Management
New Jersey
$485K -$48.3K -739 -9%
MAM
159
Mystic Asset Management
Rhode Island
$468K -$11.8K -180 -2%
VFIC
160
Valley Forge Investment Consultants
Pennsylvania
$467K – – –
CCFM
161
Clear Creek Financial Management
Washington
$466K +$131 +2 +0%
HSA
162
HBK Sorce Advisory
Pennsylvania
$462K -$26K -397 -5%
EWA
163
EP Wealth Advisors
California
$460K +$460K +7,036 New
SWA
164
Stratos Wealth Advisors
Ohio
$458K -$15.4K -236 -3%
OPS
165
Orion Portfolio Solutions
Nebraska
$443K +$443K +6,781 New
NECFA
166
New England Capital Financial Advisors
Connecticut
$436K +$436K +6,434 New
OBWG
167
Onyx Bridge Wealth Group
New York
$428K +$428K +6,463 New
WFA
168
Wellspring Financial Advisors
Ohio
$414K +$1 +1 +0%
JWBC
169
John W. Brooker & Co
California
$401K +$102K +1,556 +34%
SIC
170
Salem Investment Counselors
North Carolina
$392K – – –
Jones Financial Companies
171
Jones Financial Companies
Missouri
$391K +$111K +1,694 +40%
AWAU
172
Alliance Wealth Advisors (Utah)
Utah
$387K +$387K +5,918 New
RFA
173
RTD Financial Advisors
Pennsylvania
$384K – – –
FWM
174
Foresight Wealth Management
Utah
$379K -$3.24M -49,647 -90%
BTWM
175
Baker Tilly Wealth Management
Wisconsin
$379K +$36.2K +554 +11%
5 6
7
8 9