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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

298 hedge funds and large institutions have $1.37B invested in SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 19 closing their positions.

Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
24
Increased
105
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$127M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$11.9M
3
LPL Financial
3
LPL Financial
California
$101M
4
EWM
4
Executive Wealth Management
Michigan
$6.09M
5
PFO
5
Pathstone Family Office
New Jersey
$4.88M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$48.7K
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$15.6M
3
V
3
Veritable
Delaware
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
CWM
5
Cordatus Wealth Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$127M 1,836,885 +194,898 +12%
LPL Financial
2
LPL Financial
California
$101M 1,455,473 +132,922 +10%
Stifel Financial
3
Stifel Financial
Missouri
$95.3M 1,377,827 +7,596 +0.6%
FNT
4
First National Trust
Pennsylvania
$71.9M 1,039,418 +29,034 +3%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$63.6M 919,901 +5,500 +0.6%
TC
6
TownSquare Capital
Utah
$47.1M 681,330 +11,620 +2%
PPW
7
Parcion Private Wealth
Washington
$40.7M 588,843 -1,662 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$40.2M 582,119 +22,724 +4%
AWM
9
AE Wealth Management
Kansas
$37.8M 546,910 +49,204 +10%
CIM
10
Confluence Investment Management
Missouri
$35.4M 511,599 +6,308 +1%
CI
11
Chartist Inc
California
$32.1M 70,310 -6,564 -9%
NP
12
NorthRock Partners
Minnesota
$29.6M 427,890 +10,472 +3%
FWP
13
FAS Wealth Partners
Kansas
$28.8M 415,831 +15,646 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$24.8M 359,320 -8,912 -2%
KA
15
Klingman & Associates
New York
$21.2M 306,014 -4,371 -1%
ML
16
McAdam LLC
Pennsylvania
$20.7M 298,928 -3,470 -1%
Wells Fargo
17
Wells Fargo
California
$18M 260,157 +25,298 +11%
GIA
18
GHP Investment Advisors
Colorado
$17.9M 263,020 +8,647 +3%
Ameriprise
19
Ameriprise
Minnesota
$17.3M 249,856 +200 +0.1%
CF
20
Convergence Financial
Missouri
$16M 231,913 +2,719 +1%
CCMG
21
Clark Capital Management Group
Pennsylvania
$15.9M 230,608 +4,621 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$15.7M 227,012 +2,332 +1%
Corient Private Wealth
23
Corient Private Wealth
Florida
$15.6M 225,064 -93,180 -29%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$14.1M 203,430 +25,530 +14%
Morgan Stanley
25
Morgan Stanley
New York
$14.1M 203,237 +7,703 +4%
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