MDY icon

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 %
RWM
701
Rialto Wealth Management
New York
$836K +$836K +1,467 New
MCM
702
MontVue Capital Management
Virginia
$833K – – –
CWM
703
Cornerstone Wealth Management
Missouri
$828K – – –
MAG
704
M3 Advisory Group
Massachusetts
$827K +$46.1K +81 +6%
PBF
705
Petix & Botte Financial
California
$826K – – –
OFG
706
Omega Financial Group
California
$826K -$3.42K -6 -0.4%
ACA
707
Aptus Capital Advisors
Alabama
$826K +$501K +877 +154%
BWM
708
BigSur Wealth Management
Florida
$823K – – –
GC
709
Grimes & Company
Massachusetts
$823K +$1.71K +3 +0.2%
CWM
710
CCG Wealth Management
California
$818K – – –
FFA
711
Farther Finance Advisors
California
$817K -$19.4K -34 -2%
BAM
712
Belpointe Asset Management
Nevada
$814K -$372K -658 -31%
CGL
713
Clarius Group LLC
Washington
$812K – – –
Squarepoint
714
Squarepoint
New York
$809K +$809K +1,420 New
BTD
715
BankPlus Trust Department
Mississippi
$805K +$805K +1,414 New
BMM
716
Berkshire Money Management
Massachusetts
$800K +$800K +1,405 New
FCCM
717
First City Capital Management
Georgia
$799K +$282K +495 +55%
LG
718
LAM Group
Oregon
$797K – – –
BB
719
Bell Bank
North Dakota
$796K -$49.6K -87 -6%
OSAM
720
O'Shaughnessy Asset Management
Connecticut
$796K +$67.2K +118 +9%
TVAMP
721
Tennessee Valley Asset Management Partners
Tennessee
$795K -$24.5K -43 -3%
QPWM
722
Quadrant Private Wealth Management
Pennsylvania
$794K +$571 +1 +0.1%
SAM
723
Sawgrass Asset Management
Florida
$793K -$149K -262 -16%
LCM
724
Leisure Capital Management
California
$792K – – –
V
725
ViaWealth
Kansas
$786K – – –
27 28
29
30 31