MDY icon

SPDR S&P MidCap 400 ETF Trust

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
B
301
Bailard
California
$3.82M -$25.6K -45 -0.7%
EH
302
Equitable Holdings
New York
$3.81M +$518K +909 +16%
ST
303
Sentinel Trust
Texas
$3.81M -$77.5K -136 -2%
CPSAC
304
Chas P. Smith & Associates (CPS)
Florida
$3.81M +$35.9K +63 +1%
JPG
305
Jordan Park Group
California
$3.79M
PWM
306
Paulson Wealth Management
Illinois
$3.79M +$467K +819 +14%
SPC
307
Sigma Planning Corp
Michigan
$3.78M -$1.67M -2,923 -31%
GEA
308
Glen Eagle Advisors
New Jersey
$3.76M +$23.4K +41 +0.6%
PFS
309
Prospera Financial Services
Texas
$3.76M -$1.71K -3 -0%
AWM
310
Apollon Wealth Management
South Carolina
$3.73M +$18.8K +33 +0.5%
UCFA
311
United Capital Financial Advisors
Texas
$3.73M -$97.4K -171 -3%
MAA
312
Matrix Asset Advisors
New York
$3.71M +$711K +1,248 +24%
SWP
313
Summit Wealth Partners
Florida
$3.69M -$9.68K -17 -0.3%
GT
314
Greenleaf Trust
Michigan
$3.66M +$669K +1,174 +22%
SC
315
Steph & Co
Wisconsin
$3.64M
JFG
316
Jefferies Financial Group
New York
$3.63M +$3.63M +6,365 New
CRIG
317
Charter Research & Investment Group
Connecticut
$3.62M +$89.4K +157 +3%
GAM
318
Gould Asset Management
California
$3.6M -$11.4K -20 -0.3%
IA
319
IFP Advisors
Florida
$3.59M -$340K -597 -9%
RW
320
RVW Wealth
California
$3.59M -$223K -392 -6%
SC
321
Sepio Capital
Utah
$3.59M
BP
322
Ballentine Partners
Massachusetts
$3.58M
USCWA
323
U.S. Capital Wealth Advisors
Texas
$3.56M -$84.3K -148 -2%
NAM
324
NorthCrest Asset Manangement
Minnesota
$3.56M +$2.1M +3,691 +144%
CPA
325
Clear Point Advisors
New York
$3.55M +$4.56K +8 +0.1%