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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 %
WAG
401
Winthrop Advisory Group
Massachusetts
$2.41M -$348K -625 -13%
SIC
402
Salem Investment Counselors
North Carolina
$2.34M – – –
ZIC
403
ZWJ Investment Counsel
Georgia
$2.34M -$175K -314 -7%
WIC
404
Whitegate Investment Counselors
New Hampshire
$2.31M – – –
BRWA
405
B. Riley Wealth Advisors
Florida
$2.3M +$52.7K +115 +2%
TPW
406
Transatlantique Private Wealth
New York
$2.3M -$6.12K -11 -0.3%
KWM
407
Kingsview Wealth Management
Oregon
$2.29M +$101K +182 +5%
NP
408
NorthRock Partners
Minnesota
$2.29M -$86.4K -155 -4%
UB
409
UMB Bank
Missouri
$2.27M – – –
RWP
410
Revolve Wealth Partners
New Jersey
$2.24M +$50.6K +91 +2%
CA
411
Cambridge Advisors
Nebraska
$2.24M -$44.5K -80 -2%
HFW
412
Horizon Family Wealth
Illinois
$2.23M +$2.23M +4,007 New
TWC
413
TD Waterhouse Canada
Ontario, Canada
$2.23M -$185K -325 -8%
WCM
414
WealthBridge Capital Management
Ohio
$2.23M +$38.4K +69 +2%
SIA
415
Soltis Investment Advisors
Utah
$2.21M +$8.9K +16 +0.4%
OSNBOA
416
Old Second National Bank of Aurora
Illinois
$2.21M – – –
IIM
417
InTrack Investment Management
Vermont
$2.19M -$1.67K -3 -0.1%
NAS
418
Nicolet Advisory Services
Wisconsin
$2.18M +$64.8K +118 +3%
TPCW
419
TD Private Client Wealth
New York
$2.18M +$327K +587 +18%
EIA
420
Eldridge Investment Advisors
New Hampshire
$2.18M – – –
LSAG
421
Lake Street Advisors Group
New Hampshire
$2.17M +$279K +500 +15%
LC
422
Lindbrook Capital
California
$2.15M +$266K +478 +14%
LWA
423
Lowe Wealth Advisors
Maryland
$2.15M +$20.6K +37 +1%
IFS
424
Intelligent Financial Strategies
Minnesota
$2.15M – – –
AIFAIM
425
American Institute for Advanced Investment Management
Arizona
$2.14M -$22.3K -40 -1%
15 16
17
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