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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$372M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$225M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$57M
4
HRCM
Hawk Ridge Capital Management
California
+$48.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$41.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$152M
2
SFC
Strategic Financial Concepts
Texas
-$135M
3
UFF
USA Financial Formulas
Michigan
-$75.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$65.2M
5
SG Americas Securities
SG Americas Securities
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
401
Lake Street Advisors Group
New Hampshire
$2.4M – – –
BFG
402
Baron Financial Group
New Jersey
$2.4M -$55.8K -98 -2%
LC
403
Lavaca Capital
Texas
$2.39M +$2.39M +4,200 New
LWA
404
Lowe Wealth Advisors
Maryland
$2.38M +$206K +362 +9%
WIC
405
Whitegate Investment Counselors
New Hampshire
$2.36M – – –
FTUS
406
Flow Traders U.S.
New York
$2.36M -$3.22M -5,659 -58%
KWM
407
Kingsview Wealth Management
Oregon
$2.35M -$13.1K -23 -0.6%
UB
408
UMB Bank
Missouri
$2.33M – – –
NAS
409
Nicolet Advisory Services
Wisconsin
$2.33M +$82.3K +146 +4%
LWM
410
Lionsbridge Wealth Management
Florida
$2.32M -$21.6K -38 -0.9%
ZIC
411
ZWJ Investment Counsel
Georgia
$2.31M -$126K -222 -5%
TPW
412
Transatlantique Private Wealth
New York
$2.31M -$42.2K -74 -2%
CIAS
413
Capital Investment Advisory Services
North Carolina
$2.3M +$47.3K +83 +2%
RWP
414
Revolve Wealth Partners
New Jersey
$2.3M – – –
HFW
415
Horizon Family Wealth
Illinois
$2.28M -$4.56K -8 -0.2%
SWP
416
Stratos Wealth Partners
Ohio
$2.27M +$717K +1,259 +46%
CS
417
Crescent Sterling
Louisiana
$2.26M +$42.2K +74 +2%
SIA
418
Soltis Investment Advisors
Utah
$2.25M -$2.85K -5 -0.1%
SSW
419
Stone Summit Wealth
Florida
$2.22M +$645K +1,132 +41%
BFM
420
Boothbay Fund Management
New York
$2.21M -$2.67M -4,685 -55%
CA
421
Cambridge Advisors
Nebraska
$2.21M -$2.85K -5 -0.1%
IFS
422
Intelligent Financial Strategies
Minnesota
$2.2M – – –
AIFAIM
423
American Institute for Advanced Investment Management
Arizona
$2.19M – – –
PTC
424
Private Trust Company
Ohio
$2.19M +$19.4K +34 +0.9%
CG
425
Caprock Group
Idaho
$2.18M – – –
15 16
17
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