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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

366 hedge funds and large institutions have $2.48B invested in SPDR S&P 400 Mid Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 128 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+41
Holders Change %
+12.62%
% of All Funds
5.31%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
63
Increased
128
Reduced
123
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$310M
2
CCMG
Clark Capital Management Group
Pennsylvania
$106M
3
BCI
Brinker Capital Investments
Pennsylvania
$33.8M
4
OPS
Orion Portfolio Solutions
Nebraska
$33.8M
5
TCM
Tradewinds Capital Management
Washington
$30.2M

Top Sellers

1
FNT
First National Trust
Pennsylvania
$34.5M
2
PPW
Parcion Private Wealth
Washington
$58.4M
3
Morgan Stanley
Morgan Stanley
New York
$25.4M
4
PAG
Private Advisor Group
New Jersey
$21.4M
5
LPL Financial
LPL Financial
California
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
WH
176
Willner & Heller
California
$667K -$10.4K -119 -2%
CCM
177
Condor Capital Management
New Jersey
$655K -$3.32K -38 -0.5%
IWA
178
Inspirion Wealth Advisors
Illinois
$651K +$1.75K +20 +0.3%
WMA
179
Wealth Management Associates
New Jersey
$629K +$629K +7,478 New
MAM
180
Mystic Asset Management
Rhode Island
$626K – – –
LJAC
181
L.J. Altfest & Co
New York
$619K +$436 +5 +0.1%
DWM
182
Denver Wealth Management
Colorado
$600K -$15.4K -176 -2%
AWAU
183
Alliance Wealth Advisors (Utah)
Utah
$597K +$15.5K +178 +3%
FAIM
184
Financial Advocates Investment Management
Washington
$595K +$6.63K +76 +1%
AF
185
Allworth Financial
California
$594K -$17.5K -200 -3%
JWBC
186
John W. Brooker & Co
California
$579K +$3.32K +38 +0.6%
EWA
187
EP Wealth Advisors
California
$573K +$611 +7 +0.1%
FW
188
FirstPurpose Wealth
Utah
$572K -$2.12K -25 -0.4%
VFIC
189
Valley Forge Investment Consultants
Pennsylvania
$567K -$56.7K -650 -9%
KFS
190
Kelly Financial Services
Massachusetts
$552K +$552K +6,320 New
SWA
191
Stratos Wealth Advisors
Ohio
$548K +$524 +6 +0.1%
GVAG
192
Great Valley Advisor Group
Delaware
$545K +$187K +2,141 +52%
LA
193
LexAurum Advisors
Kansas
$542K -$3.14K -36 -0.6%
WAG
194
Wallace Advisory Group
California
$532K -$41.3K -546 -7%
SIC
195
Salem Investment Counselors
North Carolina
$524K – – –
FPF
196
First Pacific Financial
Washington
$522K -$57.3K -656 -10%
BTWM
197
Baker Tilly Wealth Management
Wisconsin
$514K -$136K -1,561 -21%
BFA
198
Bill Few Associates
Pennsylvania
$512K +$2.62K +30 +0.5%
CCFM
199
Clear Creek Financial Management
Washington
$508K +$611 +7 +0.1%
CPA
200
Clear Point Advisors
New York
$504K +$262 +3 +0.1%
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