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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
18.65%
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
+$217M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$162M
3
Goldman Sachs
Goldman Sachs
New York
+$103M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$79.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$37.8M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$1.41B
2
Morgan Stanley
Morgan Stanley
New York
-$810M
3
IMC Chicago
IMC Chicago
Illinois
-$155M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$111M
5
Wells Fargo
Wells Fargo
California
-$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
476
Kestra Private Wealth Services
Texas
$1.7M -$45.6K -82 -3%
GAG
477
GM Advisory Group
New York
$1.69M – – –
AG
478
AlTi Global
New York
$1.67M +$86.4K +155 +5%
CS
479
Credit Suisse
Switzerland
$1.67M -$6.83M -12,278 -80%
FMTC
480
Farmers & Merchants Trust Company
California
$1.65M -$771K -1,385 -32%
MCM
481
Manchester Capital Management
Vermont
$1.63M – – –
XF
482
XML Financial
Maryland
$1.62M -$21.7K -39 -1%
BFC
483
Blue Fin Capital
Rhode Island
$1.62M +$224K +402 +16%
FSA
484
Financial Services Advisory
Maryland
$1.61M – – –
CFC
485
Coyle Financial Counsel
Illinois
$1.6M -$25K -45 -2%
PFT
486
Providence First Trust
Arizona
$1.58M – – –
WCM
487
Wunderlich Capital Managemnt
Tennessee
$1.55M -$181K -325 -10%
HR
488
Hardy Reed
Mississippi
$1.54M – – –
PS
489
Portfolio Strategies
New York
$1.54M +$1.54M +2,775 New
OWA
490
ORBA Wealth Advisors
Illinois
$1.53M -$85.7K -154 -5%
EWA
491
EverSource Wealth Advisors
Alabama
$1.53M -$159K -305 -9%
HAC
492
Harbor Advisory Corp
New Hampshire
$1.53M – – –
EFA
493
Edge Financial Advisors
Illinois
$1.52M +$1.52M +2,737 New
OPCM
494
Osborne Partners Capital Management
California
$1.52M +$241K +434 +19%
SWP
495
Stratos Wealth Partners
Ohio
$1.49M -$22.3K -40 -1%
EB
496
Emprise Bank
Kansas
$1.49M +$1.49M +2,669 New
CW
497
CreativeOne Wealth
Kansas
$1.49M +$27.8K +50 +2%
DI
498
Disciplined Investments
Oklahoma
$1.48M -$12.8K -23 -0.9%
HFA
499
High Falls Advisors
New York
$1.47M +$556 +1 +0%
ST
500
Sentinel Trust
Texas
$1.46M -$151K -272 -9%
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