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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$372M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$225M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$57M
4
HRCM
Hawk Ridge Capital Management
California
+$48.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$41.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$152M
2
SFC
Strategic Financial Concepts
Texas
-$135M
3
UFF
USA Financial Formulas
Michigan
-$75.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$65.2M
5
SG Americas Securities
SG Americas Securities
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
626
Sawgrass Asset Management
Florida
$943K – – –
AI
627
Atria Investments
North Carolina
$942K -$2.02M -3,551 -68%
QCG
628
Quadrant Capital Group
Ohio
$941K – – –
JAG
629
Journey Advisory Group
Kentucky
$940K – – –
AP
630
Adero Partners
California
$935K -$52.4K -92 -5%
NRG
631
Nemes Rush Group
Michigan
$933K -$2.78K -5 -0.3%
RT
632
Rockland Trust
Massachusetts
$927K -$11.4K -20 -1%
GCM
633
Gator Capital Management
Florida
$921K – – –
AI
634
Accredited Investors
Minnesota
$916K – – –
OWM
635
Orgel Wealth Management
Wisconsin
$915K +$193K +338 +27%
AA
636
Alesco Advisors
New York
$914K – – –
HCM
637
Howland Capital Management
Massachusetts
$912K – – –
BFAG
638
Blackston Financial Advisory Group
Florida
$909K +$909K +1,595 New
HF
639
Halpern Financial
Virginia
$907K +$6.79K +12 +0.8%
LRIC
640
Long Road Investment Counsel
Michigan
$906K +$19.9K +35 +2%
MCC
641
Money Concepts Capital
Florida
$904K -$1.87M -3,284 -67%
TW
642
TritonPoint Wealth
Maryland
$899K +$25.7K +45 +3%
AWA
643
Acorn Wealth Advisors
Michigan
$896K -$78.1K -137 -8%
TW
644
TrinityPoint Wealth
Connecticut
$894K +$38.2K +67 +4%
RFA
645
RTD Financial Advisors
Pennsylvania
$889K – – –
BCA
646
Bay Colony Advisors
Massachusetts
$886K +$10.3K +18 +1%
V
647
VeraBank
Texas
$880K – – –
BFG
648
Berger Financial Group
Minnesota
$879K +$244K +429 +38%
USWIA
649
UP Strategic Wealth Investment Advisors
Pennsylvania
$876K – – –
CFP
650
Cascade Financial Partners
California
$875K -$17.2K -30 -2%
24 25
26
27 28