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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 %
BCG
326
Breakwater Capital Group
New Jersey
$3.36M +$319K +574 +11%
KFGK
327
Keystone Financial Group (Kentucky)
Kentucky
$3.33M +$70.7K +127 +2%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$3.32M +$154K +277 +5%
PWM
329
Paulson Wealth Management
Illinois
$3.29M +$684K +1,230 +26%
Manulife (Manufacturers Life Insurance)
330
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.28M +$120K +215 +4%
PAG
331
Paladin Advisory Group
Iowa
$3.25M -$234K -424 -7%
RBC
332
Romano Brothers & Co
Illinois
$3.25M -$556 -1 -0%
HVIA
333
Hudson Valley Investment Advisors
New York
$3.24M -$540K -971 -14%
LWM
334
Lionsbridge Wealth Management
Florida
$3.23M -$139K -250 -4%
RVPG
335
Relative Value Partners Group
$3.22M – – –
SAM
336
Silvercrest Asset Management
New York
$3.22M +$56.8K +102 +2%
AGAM
337
Audent Global Asset Management
California
$3.16M +$82.9K +149 +3%
WPP
338
Whalerock Point Partners
Rhode Island
$3.14M -$114K -204 -3%
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.13M +$21.1K +38 +0.7%
PCP
340
Proficio Capital Partners
Massachusetts
$3.12M +$1.22M +2,190 +64%
ROTUOC
341
Regents of the University of California
California
$3.12M – – –
ST
342
Sabal Trust
Florida
$3.1M -$254K -457 -8%
EH
343
Equitable Holdings
New York
$3.08M -$201K -361 -6%
PAM
344
Pegasus Asset Management
New York
$3.07M – – –
JIC
345
Joel Isaacson & Co
New York
$3.05M +$7.23K +13 +0.2%
LFG
346
Larson Financial Group
Missouri
$3.04M +$2.69M +4,829 +759%
SF
347
Summit Financial
New Jersey
$3.04M +$532K +955 +21%
IA
348
IFG Advisory
Georgia
$3.02M -$52.9K -95 -2%
PIM
349
Penobscot Investment Management
Massachusetts
$3.01M +$33.4K +60 +1%
KTA
350
Keeley-Teton Advisors
Illinois
$3M +$210K +378 +8%
12 13
14
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