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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 %
IAA
726
Independent Advisor Alliance
North Carolina
$668K – – –
MAG
727
M3 Advisory Group
Massachusetts
$666K +$125K +224 +23%
CCM
728
Corsair Capital Management
New York
$665K +$665K +1,196 New
DSC
729
Duncker Streett & Co
Missouri
$665K – – –
KCM
730
Kanawha Capital Management
Virginia
$663K +$69.6K +125 +12%
HWM
731
Hohimer Wealth Management
Washington
$658K – – –
LSA
732
L & S Advisors
California
$655K +$1.11K +2 +0.2%
OWP
733
Obermeyer Wealth Partners
Colorado
$655K +$6.12K +11 +0.9%
MCM
734
MontVue Capital Management
Virginia
$654K +$5.56K +10 +0.9%
WWM
735
Western Wealth Management
Colorado
$645K -$5.56K -10 -0.9%
EWA
736
Encompass Wealth Advisors
Oregon
$645K – – –
W
737
WorthPointe
California
$644K – – –
CIA
738
Capital Investment Advisors
Georgia
$644K +$84K +151 +15%
EW
739
Evoke Wealth
California
$642K +$642K +1,152 New
GAB
740
German American Bancorp
Indiana
$636K – – –
SIC
741
Samalin Investment Counsel
New York
$635K +$11.7K +21 +2%
NCM
742
Neumann Capital Management
California
$634K -$100K -180 -14%
RG
743
Rathbones Group
United Kingdom
$634K – – –
NHT
744
New Hampshire Trust
New Hampshire
$631K – – –
PFBT
745
Parkside Financial Bank & Trust
Missouri
$626K +$423K +760 +208%
PSF
746
Pacific Sun Financial
California
$623K – – –
PO
747
Private Ocean
California
$622K +$20.6K +37 +3%
BFG
748
Berger Financial Group
Minnesota
$620K -$274K -492 -31%
WAS
749
Wealth Advisory Solutions
Indiana
$620K – – –
AC
750
Apella Capital
Connecticut
$619K +$1.1K +2 +0.2%
28 29
30
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