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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 %
CIAS
501
Capital Investment Advisory Services
North Carolina
$1.46M +$288K +518 +25%
MHIC
502
Marble Harbor Investment Counsel
Massachusetts
$1.45M – – –
TH
503
TCTC Holdings
Texas
$1.44M – – –
FFS
504
Founders Financial Securities
Maryland
$1.44M -$316K -568 -18%
EFS
505
Essex Financial Services
Connecticut
$1.44M +$295K +530 +26%
BBNA
506
Bremer Bank National Association
Minnesota
$1.44M -$63.4K -114 -4%
ZB
507
Zions Bancorporation
Utah
$1.44M – – –
SWA
508
SOA Wealth Advisors
New York
$1.43M -$75.7K -136 -5%
HI
509
Horizon Investments
North Carolina
$1.43M -$229K -411 -14%
BFA
510
Beaumont Financial Advisors
Massachusetts
$1.43M -$54K -97 -4%
NL
511
NWAM LLC
Washington
$1.42M -$168K -305 -11%
GAM
512
GEM Asset Management
Michigan
$1.41M – – –
NAM
513
NorthCrest Asset Manangement
Minnesota
$1.4M +$1.4M +2,521 New
MLL
514
Moody Lynn & Lieberson
Massachusetts
$1.4M – – –
ATI
515
ARK & TLK Investments
Oklahoma
$1.39M +$556 +1 +0%
CI
516
CX Institutional
Indiana
$1.39M – – –
MC
517
Middleton & Co
Massachusetts
$1.37M – – –
CW
518
CIC Wealth
Maryland
$1.36M – – –
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$1.35M +$826K +1,485 +157%
LJAC
520
L.J. Altfest & Co
New York
$1.35M -$437K -785 -24%
SWM
521
Spire Wealth Management
Virginia
$1.34M -$42.3K -76 -3%
BAAM
522
Baker Avenue Asset Management
California
$1.34M -$52.9K -95 -4%
CAM
523
Cozad Asset Management
Illinois
$1.34M – – –
MBT
524
Montecito Bank & Trust
California
$1.34M – – –
SWC
525
Spectrum Wealth Counsel
Indiana
$1.34M -$992K -1,783 -43%
19 20
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