MDYG icon

SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

325 hedge funds and large institutions have $1.78B invested in SPDR S&P 400 Mid Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+27
Holders Change %
+9.06%
% of All Funds
4.76%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
48
Increased
119
Reduced
110
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$180M
2
PPW
Parcion Private Wealth
Washington
$77.1M
3
NP
NorthRock Partners
Minnesota
$63.6M
4
Morgan Stanley
Morgan Stanley
New York
$35.9M
5
PAG
Private Advisor Group
New Jersey
$26.6M

Top Sellers

1
FNT
First National Trust
Pennsylvania
$62.1M
2
Stifel Financial
Stifel Financial
Missouri
$94.5M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$63.5M
4
EWM
Executive Wealth Management
Michigan
$0
5
CIM
Confluence Investment Management
Missouri
$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
151
Schneider Downs Wealth Management Advisors
Pennsylvania
$618K – – –
EFS
152
Essex Financial Services
Connecticut
$613K -$57.7K -762 -9%
Cerity Partners
153
Cerity Partners
New York
$593K +$30K +397 +5%
CAG
154
Csenge Advisory Group
Florida
$588K +$47.2K +624 +9%
GWM
155
GSB Wealth Management
Connecticut
$588K – – –
WH
156
Willner & Heller
California
$587K +$587K +7,760 New
NECFA
157
New England Capital Financial Advisors
Connecticut
$581K +$26.5K +350 +5%
BPA
158
Beacon Pointe Advisors
California
$579K +$303 +4 +0.1%
IA
159
IFP Advisors
Florida
$576K -$52.2K -690 -8%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$575K +$139K +1,836 +32%
CCM
161
Condor Capital Management
New Jersey
$571K -$151 -2 -0%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$564K +$202K +2,674 +56%
IWA
163
Inspirion Wealth Advisors
Illinois
$559K – – –
CA
164
Cetera Advisors
Colorado
$556K +$35.1K +464 +7%
ACM
165
AlphaStar Capital Management
North Carolina
$550K +$167K +2,211 +44%
MAM
166
Mystic Asset Management
Rhode Island
$543K – – –
VFIC
167
Valley Forge Investment Consultants
Pennsylvania
$541K – – –
LJAC
168
L.J. Altfest & Co
New York
$536K +$832 +11 +0.2%
DWM
169
Denver Wealth Management
Colorado
$533K +$17.2K +227 +3%
AF
170
Allworth Financial
California
$530K -$96.3K -1,273 -15%
WAG
171
Wallace Advisory Group
California
$524K +$346 +5 +0.1%
NFA
172
Northwest Financial Advisors
Virginia
$522K +$522K +6,892 New
FW
173
FirstPurpose Wealth
Utah
$512K +$26.4K +349 +5%
FAIM
174
Financial Advocates Investment Management
Washington
$510K -$123K -1,625 -19%
AWAU
175
Alliance Wealth Advisors (Utah)
Utah
$504K -$4.01K -53 -0.8%
5 6
7
8 9