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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.

Holders
325
Holders Change
+27
Holders Change %
+9.06%
% of All Funds
4.77%
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
1
Citigroup
New York
$180M
2
PPW
2
Parcion Private Wealth
Washington
$77.1M
3
NP
3
NorthRock Partners
Minnesota
$63.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.9M
5
PAG
5
Private Advisor Group
New Jersey
$26.6M

Top Sellers

1
FNT
1
First National Trust
Pennsylvania
$62.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$94.5M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$63.5M
4
EWM
4
Executive Wealth Management
Michigan
$0
5
CIM
5
Confluence Investment Management
Missouri
$32.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$180M 2,381,567 +2,381,557 +23,815,570%
Financial Engines Advisors
2
Financial Engines Advisors
California
$138M 1,821,078 -15,807 -0.9%
LPL Financial
3
LPL Financial
California
$124M 1,637,852 +182,379 +13%
Stifel Financial
4
Stifel Financial
Missouri
$94.5M 1,249,121 -128,706 -9%
PPW
5
Parcion Private Wealth
Washington
$77.1M 1,018,828 +429,985 +73%
NP
6
NorthRock Partners
Minnesota
$63.6M 840,783 +412,893 +96%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$63.5M 838,955 -80,946 -9%
FNT
8
First National Trust
Pennsylvania
$62.1M 820,090 -219,328 -21%
TC
9
TownSquare Capital
Utah
$53.2M 703,590 +22,260 +3%
AWM
10
AE Wealth Management
Kansas
$47.8M 629,912 +83,002 +15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$47.5M 627,757 +45,638 +8%
Morgan Stanley
12
Morgan Stanley
New York
$35.9M 474,476 +271,239 +133%
CI
13
Chartist Inc
California
$34.5M 67,923 -2,387 -3%
CIM
14
Confluence Investment Management
Missouri
$32.6M 431,403 -80,196 -16%
FWP
15
FAS Wealth Partners
Kansas
$31.1M 410,944 -4,887 -1%
PAG
16
Private Advisor Group
New Jersey
$26.6M 351,059 +195,914 +126%
KA
17
Klingman & Associates
New York
$23.3M 307,979 +1,965 +0.6%
Osaic Holdings
18
Osaic Holdings
Arizona
$23M 303,743 -55,577 -15%
ML
19
McAdam LLC
Pennsylvania
$22.2M 293,772 -5,156 -2%
GIA
20
GHP Investment Advisors
Colorado
$20.4M 269,941 +6,921 +3%
Ameriprise
21
Ameriprise
Minnesota
$20.1M 265,265 +15,409 +6%
CCMG
22
Clark Capital Management Group
Pennsylvania
$19.7M 260,125 +29,517 +13%
Corient Private Wealth
23
Corient Private Wealth
Florida
$18.7M 247,382 +22,318 +10%
Wells Fargo
24
Wells Fargo
California
$18.6M 246,142 -14,015 -5%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$18.3M 242,035 +38,605 +19%
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