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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
18.49%
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
+$156M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$153M
4
SG Americas Securities
SG Americas Securities
New York
+$141M
5
BGDI
BW Gestao de Investimentos
Brazil
+$126M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$1.23B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$137M
3
Goldman Sachs
Goldman Sachs
New York
-$118M
4
SL
Sentinus LLC
Illinois
-$56.1M
5
Morgan Stanley
Morgan Stanley
New York
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
601
Avantax Planning Partners
Iowa
$1.16M -$5.13K -9 -0.4%
BJL
602
Brighton Jones LLC
Washington
$1.16M +$130K +228 +13%
JWA
603
JFS Wealth Advisors
Pennsylvania
$1.16M – – –
PFG
604
Pacific Financial Group
Washington
$1.16M -$10.8K -19 -0.9%
CHAM
605
Clear Harbor Asset Management
Connecticut
$1.16M – – –
MWM
606
Marion Wealth Management
Pennsylvania
$1.16M +$1.71K +3 +0.1%
HI
607
Horizon Investments
North Carolina
$1.16M -$2.85K -5 -0.2%
IAA
608
Independent Advisor Alliance
North Carolina
$1.15M +$1.15M +2,016 New
CI
609
CX Institutional
Indiana
$1.14M -$188K -330 -14%
DWT
610
Dorsey & Whitney Trust
South Dakota
$1.14M -$131K -230 -10%
CPA
611
Capital Planning Advisors
California
$1.14M -$783K -1,375 -41%
SIA
612
SkyView Investment Advisors
New Jersey
$1.14M – – –
CIA
613
Concurrent Investment Advisors
Florida
$1.14M +$859K +1,508 +308%
GWP
614
Gen-Wealth Partners
Michigan
$1.14M +$34.7K +61 +3%
HH
615
Hilltop Holdings
Texas
$1.13M +$62.7K +110 +6%
BFA
616
Bill Few Associates
Pennsylvania
$1.13M – – –
NCM
617
NCM Capital Management
New Jersey
$1.13M – – –
BWP
618
Burling Wealth Partners
Illinois
$1.13M +$1.13M +1,979 New
MIAS
619
Mason Investment Advisory Services
Virginia
$1.12M – – –
GWS
620
Glassman Wealth Services
Virginia
$1.11M – – –
EAM
621
Evanson Asset Management
California
$1.11M +$2.28K +4 +0.2%
FWM
622
Forza Wealth Management
Florida
$1.11M – – –
MWM
623
Maltin Wealth Management
New Jersey
$1.11M +$2.28K +4 +0.2%
WWA
624
Wealth Watch Advisors
Colorado
$1.11M +$1.11M +1,945 New
WPC
625
White Pine Capital
Minnesota
$1.1M -$29.6K -52 -3%
23 24
25
26 27