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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 %
MWM
676
Marion Wealth Management
Pennsylvania
$789K +$231K +415 +41%
PFA
677
Pettinga Financial Advisors
Indiana
$789K +$8.35K +15 +1%
MIG
678
McGuire Investment Group
Rhode Island
$788K – – –
CCM
679
Coldstream Capital Management
Washington
$783K -$100K -180 -11%
BMM
680
Berkshire Money Management
Massachusetts
$782K +$782K +1,405 New
LG
681
LAM Group
Oregon
$779K – – –
GC
682
Grimes & Company
Massachusetts
$779K +$2.78K +5 +0.4%
HFP
683
Holistic Financial Partners
Indiana
$778K +$2.23K +4 +0.3%
LCM
684
Leisure Capital Management
California
$773K – – –
QPWM
685
Quadrant Private Wealth Management
Pennsylvania
$773K -$10.6K -19 -1%
TCWA
686
Turtle Creek Wealth Advisors
Texas
$771K – – –
ACA
687
American Capital Advisory
Idaho
$771K -$154K -337 -17%
IFWM
688
Institute for Wealth Management
Colorado
$771K -$27.3K -49 -3%
BBW
689
Blue Barn Wealth
Utah
$770K -$6.12K -11 -0.8%
FC
690
FCA Corp
Texas
$768K – – –
RRA
691
Round Rock Advisors
Connecticut
$757K +$1.11K +2 +0.1%
EDRH
692
Edmond de Rothschild Holding
Switzerland
$756K -$3.53M -6,348 -82%
CIBC World Market
693
CIBC World Market
Ontario, Canada
$750K – – –
SFA
694
Sequoia Financial Advisors
Ohio
$745K -$486K -874 -39%
WP
695
WealthPLAN Partners
Nebraska
$745K +$94.6K +170 +15%
EG
696
Ellerson Group
Maryland
$730K – – –
3AM
697
3EDGE Asset Management
Florida
$727K +$727K +1,307 New
EWA
698
Exencial Wealth Advisors
Oklahoma
$727K +$67.3K +121 +10%
AWM
699
AE Wealth Management
Kansas
$724K -$1.73M -3,107 -70%
SPWM
700
Schrum Private Wealth Management
Florida
$722K +$722K +1,298 New
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