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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 %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$102K -$6.3K -105 -6%
BC
202
Bartlett & Co
Ohio
$96K +$52.5K +865 +120%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$95.5K +$52.2K +865 +120%
AIM
204
Arcadia Investment Management
Michigan
$88K – – –
TAM
205
Townsend Asset Management
North Carolina
$88K +$242 +4 +0.3%
TFGT
206
TS Financial Group (TSFG)
Illinois
$84K – – –
PA
207
Parallel Advisors
California
$81K – – –
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$68K -$3.64K -60 -5%
BA
209
Ballast Advisors
Minnesota
$64K – – –
HGERS
210
Householder Group Estate & Retirement Specialist
Arizona
$51K +$51K +852 New
William Blair & Company
211
William Blair & Company
Illinois
$42K +$12.3K +204 +42%
HWM
212
Horizons Wealth Management
North Carolina
$39K – – –
EWM
213
EPG Wealth Management
Georgia
$36K +$36K +596 New
PMFA
214
Plante Moran Financial Advisors
Michigan
$34K +$34K +565 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$32K -$15.9K -267 -33%
BWP
216
Baldwin Wealth Partners
Massachusetts
$31K – – –
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$28K – – –
SWM
218
Selective Wealth Management
Virginia
$28K – – –
US Bancorp
219
US Bancorp
Minnesota
$27K – – –
FRA
220
Front Row Advisors
California
$27K – – –
BFPW
221
BOK Financial Private Wealth
Colorado
$26K – – –
AIM
222
Anchor Investment Management
South Carolina
$25.7K – – –
AF
223
Advisornet Financial
Minnesota
$25K +$59 +1 +0.2%
JWA
224
JFS Wealth Advisors
Pennsylvania
$24K +$123 +2 +0.5%
CAL
225
Capital Analysts LLC
Pennsylvania
$24K +$24K +397 New
7 8
9
10 11