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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

161 hedge funds and large institutions have $694M invested in SPDR S&P 400 Mid Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
3.69%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
14
Increased
80
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$232M
2
CWM
Cornerstone Wealth Management
Missouri
+$12.7M
3
TCM
Tradewinds Capital Management
Washington
+$12.3M
4
Wells Fargo
Wells Fargo
California
+$3.91M
5
CWSR
Chessman Wealth Strategies RIA
Texas
+$3.61M

Top Sellers

1
CI
Chartist Inc
California
-$76.5M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$17.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$16.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.79M
5
LWS
Lucia Wealth Services
California
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$232M +$232M +4,290,212 +638,424%
APP
2
Avantax Planning Partners
Iowa
$54.7M +$1.91M +35,322 +4%
CI
3
Chartist Inc
California
$38.1M -$76.5M -215,553 -67%
FWP
4
FAS Wealth Partners
Kansas
$26.1M +$892K +16,515 +4%
LPL Financial
5
LPL Financial
California
$21.2M +$1.05M +19,511 +5%
Ameriprise
6
Ameriprise
Minnesota
$20.6M +$86.7K +1,603 +0.4%
KFA
7
Kays Financial Advisory
Georgia
$18.6M +$710K +13,141 +4%
KF
8
Krilogy Financial
Missouri
$16.4M +$170K +3,145 +1%
UBS Group
9
UBS Group
Switzerland
$13.3M +$178K +3,288 +1%
CWM
10
Cornerstone Wealth Management
Missouri
$12.9M +$12.7M +687,258 +5,351%
Mariner
11
Mariner
Kansas
$12.9M -$216K -4,006 -2%
TCM
12
Tradewinds Capital Management
Washington
$12.3M +$12.3M +227,129 +194,127%
BFG
13
Barber Financial Group
Kansas
$12.1M -$3.06M -56,680 -20%
Wells Fargo
14
Wells Fargo
California
$12.1M +$3.91M +72,313 +48%
ML
15
McAdam LLC
Pennsylvania
$11.8M +$1.43M +26,567 +14%
AA
16
Advisory Alpha
Michigan
$9.28M +$807K +14,701 +10%
Morgan Stanley
17
Morgan Stanley
New York
$8.82M +$993K +18,383 +13%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$8.73M -$17.5M -111,478 -67%
CWSR
19
Chessman Wealth Strategies RIA
Texas
$7.55M +$3.61M +66,906 +92%
Bank of America
20
Bank of America
North Carolina
$7.13M +$9.13K +169 +0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.99M +$2.55M +47,262 +74%
ACM
22
AlphaStar Capital Management
North Carolina
$5.3M -$328K -6,080 -6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.08M +$54.2K +1,004 +1%
SWM
24
Shakespeare Wealth Management
Wisconsin
$4.75M +$148K +2,733 +3%
HA
25
Harborview Advisors
Maine
$4.29M -$57K -1,056 -1%
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