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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 %
BCM
201
Brookstone Capital Management
Illinois
$320K +$21K +278 +7%
IFPG
202
Intrepid Financial Planning Group
Indiana
$317K -$5.68K -75 -2%
GVAG
203
Great Valley Advisor Group
Delaware
$310K -$1.82K -24 -0.6%
IP
204
Ignite Planners
California
$304K -$54.9K -730 -15%
CPRC
205
Consolidated Portfolio Review Corp
New York
$299K -$2.19K -29 -0.7%
CL
206
Choreo LLC
Illinois
$296K -$198K -2,619 -40%
TVM
207
True Vision MN
Minnesota
$294K +$294K +3,884 New
KWA
208
Kingswood Wealth Advisors
California
$288K -$58.3K -771 -17%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$288K – – –
Fidelity Investments
210
Fidelity Investments
Massachusetts
$288K +$26.3K +348 +10%
AWM
211
Aviso Wealth Management
Washington
$281K +$281K +3,718 New
RIS
212
Retirement Income Solutions
Michigan
$279K +$47.1K +622 +20%
IWC
213
Integrated Wealth Concepts
Massachusetts
$276K -$3.56K -47 -1%
HWM
214
HB Wealth Management
Georgia
$275K +$6.66K +88 +2%
Citadel Advisors
215
Citadel Advisors
Florida
$274K -$677K -8,948 -71%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$272K -$3.82K -50 -1%
TRIA
217
Trail Ridge Investment Advisors
Colorado
$272K -$1.82K -24 -0.7%
BC
218
Bartlett & Co
Ohio
$272K -$3.81K -50 -1%
RPGK
219
Retirement Planning Group (Kansas)
Kansas
$267K +$267K +3,528 New
CA
220
Centerpoint Advisors
Massachusetts
$263K -$9.45K -125 -3%
IWA
221
IVC Wealth Advisors
Pennsylvania
$256K – – –
EFG
222
Embree Financial Group
Illinois
$255K +$255K +3,375 New
IA
223
IFG Advisors
Missouri
$254K – – –
SS
224
Simplicity Solutions
Minnesota
$252K – – –
BFG
225
Bleakley Financial Group
New Jersey
$252K – – –
7 8
9
10 11