MDY icon

SPDR S&P MidCap 400 ETF Trust

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$39.1M 68,709 -1,744 -2%
WTC
52
WhitTier Trust Company
Nevada
$37.9M 66,564 +528 +0.8%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$37.6M 66,062 -10,928 -14%
FCI
54
Financial Counselors Inc
Kansas
$37.4M 65,668 -218 -0.3%
DP
55
Divergent Planning
Maryland
$36.3M 63,830 +1,904 +3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$35.4M 62,215 +216 +0.3%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$35.2M 61,650 -40 -0.1%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$34.8M 61,086 +1,012 +2%
SMC
59
Smith, Moore & Co
Missouri
$34.5M 60,612 +184 +0.3%
Osaic Holdings
60
Osaic Holdings
Arizona
$34.2M 59,947 -7,106 -11%
AWP
61
Ascent Wealth Partners
New York
$33.9M 59,438 +652 +1%
PA
62
Pinnacle Associates
New York
$33.1M 65,142 +513 +0.8%
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$32.3M 56,780 -224 -0.4%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$30.7M 53,868 -875 -2%
HIMC
65
Heritage Investors Management Corp
Maryland
$29.8M 52,313 -1,644 -3%
CA
66
Clearstead Advisors
Ohio
$29.5M 51,845 -1,831 -3%
OFS
67
Oldfather Financial Services
Nebraska
$29.5M 51,789 -239 -0.5%
CA
68
Crewe Advisors
Utah
$29.3M 51,391 +2,874 +6%
CAM
69
Cresset Asset Management
Illinois
$28.7M 50,320 -687 -1%
FHB
70
First Hawaiian Bank
Hawaii
$28.4M 49,887 -404 -0.8%
CPIG
71
Chicago Partners Investment Group
Illinois
$28.3M 49,565 -813 -2%
CFG
72
Citizens Financial Group
Rhode Island
$27.4M 48,115 -2,550 -5%
CA
73
Cumberland Advisors
Florida
$27M 47,367 +265 +0.6%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$27M 47,392 +2,608 +6%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$26.4M 46,287 -812 -2%