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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$104M -$33.6M -555,942 -24%
LPL Financial
2
LPL Financial
California
$48.4M +$9.19M +152,335 +23%
FNT
3
First National Trust
Pennsylvania
$43.8M +$4.92M +81,562 +13%
FWP
4
FAS Wealth Partners
Kansas
$35.7M +$4.75M +78,670 +15%
TC
5
TownSquare Capital
Utah
$34.5M +$2.68M +44,387 +8%
NP
6
NorthRock Partners
Minnesota
$31.1M -$1.45M -24,079 -4%
AWM
7
AE Wealth Management
Kansas
$29.2M +$4.63M +76,673 +19%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.4M -$186K -3,080 -0.9%
ML
9
McAdam LLC
Pennsylvania
$19.1M -$538K -8,914 -3%
KA
10
Klingman & Associates
New York
$18.7M +$448K +7,430 +2%
Ameriprise
11
Ameriprise
Minnesota
$17.3M +$332K +5,498 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.3M -$11.2M -185,164 -42%
Stifel Financial
13
Stifel Financial
Missouri
$14.4M +$964K +15,965 +7%
Wells Fargo
14
Wells Fargo
California
$13.4M +$7.23M +119,801 +117%
GIA
15
GHP Investment Advisors
Colorado
$13.3M +$589K +9,761 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$12.9M +$2.2M +36,502 +21%
CF
17
Convergence Financial
Missouri
$11.9M -$94.4K -1,564 -0.8%
PPW
18
Parcion Private Wealth
Washington
$11.2M +$213K +3,527 +2%
SFM
19
Signet Financial Management
New Jersey
$10.5M +$198K +3,284 +2%
RA
20
Rodgers & Associates
Pennsylvania
$10.4M +$341K +5,644 +3%
Bank of America
21
Bank of America
North Carolina
$10M -$763K -12,648 -7%
JFA
22
JNBA Financial Advisors
Minnesota
$9.56M +$18.5K +307 +0.2%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$9.3M +$3.07M +50,907 +49%
WWA
24
WCG Wealth Advisors
Nevada
$8.5M -$243K -3,730 -3%
SWM
25
Shakespeare Wealth Management
Wisconsin
$8.39M +$188K +3,120 +2%
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