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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 %
LA
551
LM Advisors
California
$1.22M +$442K +794 +57%
WF
552
Warner Financial
Maryland
$1.22M +$557 +1 +0%
SWA
553
Stratos Wealth Advisors
Ohio
$1.21M +$110K +197 +10%
PFG
554
Pacific Financial Group
Washington
$1.21M +$60.6K +109 +5%
FPGT
555
Financial Partners Group (Tennessee)
Tennessee
$1.21M +$968K +1,739 +406%
GVAG
556
Great Valley Advisor Group
Delaware
$1.2M +$658K +1,183 +121%
UBV
557
United Bank (Virginia)
Virginia
$1.18M – – –
GFP
558
Gryphon Financial Partners
Ohio
$1.17M +$740K +1,330 +170%
BFS
559
Bradley Foster & Sargent
Connecticut
$1.17M – – –
FRA
560
Frank Rimerman Advisors
California
$1.17M – – –
TFG
561
Taylor Financial Group
Virginia
$1.17M – – –
BOH
562
Bank of Hawaii
Hawaii
$1.16M +$321K +577 +38%
WWP
563
Walden Wealth Partners
Ohio
$1.15M – – –
GWS
564
Glassman Wealth Services
Virginia
$1.14M – – –
SCM
565
SOL Capital Management
Maryland
$1.14M -$55.6K -100 -5%
DAS
566
Dynamic Advisor Solutions
Arizona
$1.13M +$758K +1,362 +202%
CHAM
567
Clear Harbor Asset Management
Connecticut
$1.13M – – –
MOS
568
MGO One Seven
Ohio
$1.13M -$10K -18 -0.9%
FNBOMD
569
First National Bank of Mount Dora
Florida
$1.13M -$13.9K -25 -1%
WPC
570
White Pine Capital
Minnesota
$1.11M +$5.23K +10 +0.5%
TI
571
Trexquant Investment
Connecticut
$1.11M +$349K +627 +46%
NCM
572
NCM Capital Management
New Jersey
$1.11M – – –
SFB
573
STAR Financial Bank
Indiana
$1.1M -$11.1K -20 -1%
JGC
574
J. Goldman & Co
New York
$1.1M +$1.1M +1,985 New
BFA
575
Bill Few Associates
Pennsylvania
$1.1M +$7.23K +13 +0.7%
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