MDYG icon

SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

293 hedge funds and large institutions have $1.12B invested in SPDR S&P 400 Mid Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+35
Holders Change %
+13.57%
% of All Funds
4.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
59
Increased
104
Reduced
88
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$53.3M
2
BFEC
Benjamin F. Edwards & Company
Missouri
$35.6M
3
PPW
Parcion Private Wealth
Washington
$35.9M
4
FNT
First National Trust
Pennsylvania
$63.7M
5
CIM
Confluence Investment Management
Missouri
$20.2M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
$28M
2
Wells Fargo
Wells Fargo
California
$7.14M
3
NP
NorthRock Partners
Minnesota
$28.9M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FWM
Foresight Wealth Management
Utah
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$113M +$401K +6,143 +0.4%
LPL Financial
2
LPL Financial
California
$64M +$11.6M +177,917 +22%
FNT
3
First National Trust
Pennsylvania
$63.7M +$16.3M +249,146 +34%
Stifel Financial
4
Stifel Financial
Missouri
$53.3M +$37.7M +576,776 +241%
TC
5
TownSquare Capital
Utah
$37.9M +$564K +8,626 +2%
PPW
6
Parcion Private Wealth
Washington
$35.9M +$23.8M +364,389 +197%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$35.6M +$28.3M +432,942 +388%
AWM
8
AE Wealth Management
Kansas
$32.9M +$1.3M +19,965 +4%
NP
9
NorthRock Partners
Minnesota
$28.9M -$4.75M -72,665 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28.4M +$11.8M +181,065 +72%
ML
11
McAdam LLC
Pennsylvania
$28.2M +$2.39M +29,270 +9%
FWP
12
FAS Wealth Partners
Kansas
$28M -$10.6M -161,782 -27%
Osaic Holdings
13
Osaic Holdings
Arizona
$21.9M -$229K -3,497 -1%
KA
14
Klingman & Associates
New York
$20.6M +$363K +5,555 +2%
CIM
15
Confluence Investment Management
Missouri
$20.2M +$15.6M +238,426 +338%
Corient Private Wealth
16
Corient Private Wealth
Florida
$19M +$19M +290,780 New
Ameriprise
17
Ameriprise
Minnesota
$17.7M -$1.01M -15,465 -5%
HighTower Advisors
18
HighTower Advisors
Illinois
$14.8M +$838K +12,838 +6%
GIA
19
GHP Investment Advisors
Colorado
$14.8M +$457K +6,998 +3%
CCMG
20
Clark Capital Management Group
Pennsylvania
$14.7M +$14.7M +224,367 New
CF
21
Convergence Financial
Missouri
$13.6M +$809K +12,375 +6%
RA
22
Rodgers & Associates
Pennsylvania
$11.8M +$482K +7,375 +4%
Bank of America
23
Bank of America
North Carolina
$11.4M +$588K +8,999 +5%
Morgan Stanley
24
Morgan Stanley
New York
$11.3M +$2.5M +38,310 +29%
SFM
25
Signet Financial Management
New Jersey
$10.7M -$618K -9,452 -5%
1
2 3 4 5