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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 %
OC
301
Oppenheimer & Co
New York
$3.83M -$647K -1,163 -14%
B
302
Bailard
California
$3.77M +$33.4K +60 +0.9%
UCFA
303
United Capital Financial Advisors
Texas
$3.74M -$109K -196 -3%
IC
304
IEQ Capital
California
$3.74M – – –
CPSAC
305
Chas P. Smith & Associates (CPS)
Florida
$3.69M +$3.21M +5,762 +668%
SWP
306
Summit Wealth Partners
Florida
$3.67M -$2.23K -4 -0.1%
PFS
307
Prospera Financial Services
Texas
$3.66M -$687K -1,234 -16%
Envestnet Portfolio Solutions
308
Envestnet Portfolio Solutions
Illinois
$3.65M +$1.03M +1,855 +39%
GEA
309
Glen Eagle Advisors
New Jersey
$3.64M -$69.6K -125 -2%
SC
310
Steph & Co
Wisconsin
$3.61M -$1.89M -3,392 -34%
AWM
311
Apollon Wealth Management
South Carolina
$3.61M -$5.56K -10 -0.2%
BP
312
Ballentine Partners
Massachusetts
$3.58M +$556 +1 +0%
GAM
313
Gould Asset Management
California
$3.58M -$55.6K -100 -2%
FCBT
314
First Citizens Bank & Trust
North Carolina
$3.55M +$1.04M +1,873 +42%
FT
315
Fiduciary Trust
Massachusetts
$3.55M -$75.1K -135 -2%
BA
316
Bristlecone Advisors
Washington
$3.54M -$5.56K -10 -0.2%
BEC
317
Blue Edge Capital
Virginia
$3.52M +$1.87M +3,360 +113%
CRIG
318
Charter Research & Investment Group
Connecticut
$3.52M +$11.1K +20 +0.3%
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.52M +$231K +414 +7%
SC
320
Sepio Capital
Utah
$3.51M – – –
USCWA
321
U.S. Capital Wealth Advisors
Texas
$3.5M +$41.2K +74 +1%
CL
322
Choreo LLC
Illinois
$3.5M +$99K +178 +3%
CPA
323
Clear Point Advisors
New York
$3.45M -$141K -254 -4%
IAS
324
Insigneo Advisory Services
Florida
$3.44M -$946K -1,697 -22%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$3.39M -$327K -587 -9%
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