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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,287 hedge funds and large institutions have $13.9B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+61
Holders Change %
+4.98%
% of All Funds
18.66%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
120
Increased
348
Reduced
437
Closed
50
Calls
$182M
Puts
$287M
Net Calls
-$105M
Net Calls Change
-$516M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.34B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$437M
3
Goldman Sachs
Goldman Sachs
New York
$319M
4
AllianceBernstein
AllianceBernstein
Tennessee
$161M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$328M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$18.2M
2
Morgan Stanley
Morgan Stanley
New York
$910M
3
IMC Chicago
IMC Chicago
Illinois
$11.8M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$27.8M
5
Wells Fargo
Wells Fargo
California
$758M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
251
Beacon Pointe Advisors
California
$5.25M -$109K -196 -2%
Qube Research & Technologies (QRT)
252
Qube Research & Technologies (QRT)
United Kingdom
$5.15M -$5.02M -9,023 -49%
BWP
253
Balboa Wealth Partners
Arizona
$5.07M -$5.56K -10 -0.1%
Financial Engines Advisors
254
Financial Engines Advisors
California
$5.02M -$68K -122 -1%
GSC
255
G&S Capital
Colorado
$4.99M +$116K +208 +2%
FPAS
256
Focus Partners Advisor Solutions
Missouri
$4.95M +$2.21M +3,966 +80%
BPWM
257
Badgley Phelps Wealth Managers
Washington
$4.89M +$208K +373 +4%
VFPI
258
Vantage Financial Partners (Illinois)
Illinois
$4.87M -$3.14M -5,640 -39%
KFP
259
KMG Fiduciary Partners
Ohio
$4.83M -$30.6K -55 -0.6%
CPA
260
Court Place Advisors
Maryland
$4.81M -$244K -438 -5%
SCG
261
Sonata Capital Group
Washington
$4.8M -$270K -486 -5%
TT
262
TI-Trust
Illinois
$4.77M +$228K +410 +5%
MWM
263
Modera Wealth Management
New Jersey
$4.73M -$42.8K -77 -0.9%
ANTB
264
AMG National Trust Bank
Colorado
$4.7M +$5.56K +10 +0.1%
AF
265
Allworth Financial
California
$4.69M -$121K -218 -3%
IFPG
266
Intrepid Financial Planning Group
Indiana
$4.68M -$47.8K -86 -1%
BC
267
Barrett & Company
Rhode Island
$4.65M +$259K +465 +6%
SPC
268
Sigma Planning Corp
Michigan
$4.61M +$3.95M +7,102 +601%
WC
269
Weil Company
California
$4.56M -$35.6K -64 -0.8%
MMHP
270
Murphy Middleton Hinkle & Parker
Georgia
$4.52M +$309K +556 +7%
HCM
271
Highview Capital Management
Illinois
$4.52M – – –
CGH
272
CMG Global Holdings
Texas
$4.5M – – –
SL
273
Salomon & Ludwin
Virginia
$4.47M -$63.4K -114 -1%
ITC
274
Inspire Trust Company
Nevada
$4.46M +$1.77M +3,190 +66%
EK
275
Evensky & Katz
Florida
$4.45M -$46.7K -84 -1%
9 10
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