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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 %
SW
526
Simplicity Wealth
New Jersey
$1.33M +$1.33M +2,399 New
FCP
527
Fidelis Capital Partners
Florida
$1.33M -$243K -436 -15%
Thrivent Financial for Lutherans
528
Thrivent Financial for Lutherans
Minnesota
$1.3M -$183K -329 -12%
TCM
529
Triumph Capital Management
Colorado
$1.3M +$452K +818 +53%
TA
530
TruWealth Advisors
Louisiana
$1.28M – – –
BSA
531
Braun Stacey Associates
New York
$1.28M -$15.6K -28 -1%
FMWA
532
Forvis Mazars Wealth Advisors
Missouri
$1.28M +$278K +500 +28%
BCM
533
Becker Capital Management
Oregon
$1.28M -$19.5K -35 -1%
LWM
534
Lyell Wealth Management
California
$1.28M -$28.9K -52 -2%
Millennium Management
535
Millennium Management
New York
$1.27M -$1.44M -2,588 -53%
HR
536
Howe & Rusling
New York
$1.27M -$26.2K -47 -2%
SL
537
Sentinus LLC
Illinois
$1.27M +$1.27M +2,277 New
SSW
538
Stone Summit Wealth
Florida
$1.26M +$1.26M +2,269 New
AIP
539
ARS Investment Partners
New York
$1.26M -$25K -45 -2%
ACM
540
Allred Capital Management
Texas
$1.26M -$484K -869 -28%
AAS
541
Ameritas Advisory Services
Nebraska
$1.26M +$761K +1,428 +153%
WS
542
Wedbush Securities
California
$1.26M -$53.4K -96 -4%
DWT
543
Dorsey & Whitney Trust
South Dakota
$1.24M -$1.2M -2,164 -49%
9WM
544
9258 Wealth Management
Ohio
$1.24M -$11.1K -20 -0.9%
ZF
545
Zhang Financial
Michigan
$1.24M – – –
RSWM
546
Robertson Stephens Wealth Management
California
$1.24M – – –
LIA
547
LBMC Investment Advisors
Tennessee
$1.24M – – –
RhumbLine Advisers
548
RhumbLine Advisers
Massachusetts
$1.22M -$5.73M -10,300 -82%
RGC
549
Roberts, Glore & Co
Illinois
$1.22M +$547K +984 +81%
PWM
550
Peterson Wealth Management
Nevada
$1.22M -$33.9K -61 -3%
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