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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,389 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 386 increasing their positions, 418 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+83
Holders Change %
+6.36%
% of All Funds
18.5%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.85%
New
167
Increased
386
Reduced
418
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M

Top Buyers

1
MCM
Moore Capital Management
New York
$300M
2
Citadel Advisors
Citadel Advisors
Florida
$225M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$215M
4
SG Americas Securities
SG Americas Securities
New York
$151M
5
BGDI
BW Gestao de Investimentos
Brazil
$126M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$2.23M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$280M
3
Goldman Sachs
Goldman Sachs
New York
$531M
4
SL
Sentinus LLC
Illinois
$1.38M
5
Morgan Stanley
Morgan Stanley
New York
$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSIWM
501
Paradigm Strategies in Wealth Management
Minnesota
$1.7M -$44.4K -78 -3%
SW
502
SlateStone Wealth
Florida
$1.7M -$11.2M -19,650 -87%
CWM
503
Compass Wealth Management
Connecticut
$1.7M -$118K -207 -6%
CW
504
CreativeOne Wealth
Kansas
$1.69M +$357K +627 +27%
FMTC
505
Farmers & Merchants Trust Company
California
$1.68M – – –
AIM
506
Aspen Investment Management
Michigan
$1.68M +$375K +659 +29%
YIH
507
Y-Intercept (HK)
Hong Kong
$1.65M +$1.65M +2,902 New
Neuberger Berman Group
508
Neuberger Berman Group
New York
$1.64M -$193K -338 -11%
MEG
509
Millstone Evans Group
Colorado
$1.63M +$1.63M +2,863 New
KLI
510
Kelman-Lazarov Inc
Tennessee
$1.63M -$289K -508 -15%
JPG
511
Jordan Park Group
California
$1.62M -$2.17M -3,810 -57%
LA
512
LM Advisors
California
$1.62M +$330K +577 +26%
Deutsche Bank
513
Deutsche Bank
Germany
$1.62M +$3.99K +7 +0.2%
PPA
514
Pacific Point Advisors
California
$1.61M +$1.61M +2,742 New
XF
515
XML Financial
Maryland
$1.61M -$187K -329 -10%
HR
516
Hardy Reed
Mississippi
$1.58M – – –
OPCM
517
Osborne Partners Capital Management
California
$1.58M +$74.1K +130 +5%
EFA
518
Edge Financial Advisors
Illinois
$1.57M +$2.85K +5 +0.2%
HAC
519
Harbor Advisory Corp
New Hampshire
$1.56M – – –
GAM
520
GEM Asset Management
Michigan
$1.55M – – –
Parallax Volatility Advisers
521
Parallax Volatility Advisers
California
$1.54M +$1.54M +2,707 New
TWM
522
Topsail Wealth Management
North Carolina
$1.54M +$1.54M +2,706 New
SWM
523
SK Wealth Management
Rhode Island
$1.54M – – –
MHIC
524
Marble Harbor Investment Counsel
Massachusetts
$1.54M +$57K +100 +4%
TH
525
TCTC Holdings
Texas
$1.53M – – –
19 20
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