MDY icon

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 %
DWA
776
Douglass Winthrop Advisors
New York
$556K – – –
HIGP
777
Hill Investment Group Partners
Missouri
$556K – – –
GL
778
GHE LLC
Tennessee
$556K – – –
BFEC
779
Benjamin F. Edwards & Company
Missouri
$555K – – –
VBFG
780
Vishria Bird Financial Group
Tennessee
$552K – – –
P
781
&Partners
Tennessee
$552K -$11.1K -20 -2%
MCP
782
Mirador Capital Partners
California
$551K -$11.1K -20 -2%
TWM
783
Tanager Wealth Management
United Kingdom
$551K – – –
AP
784
Appleton Partners
Massachusetts
$546K -$33.4K -60 -6%
BWP
785
BSW Wealth Partners
Colorado
$545K +$175K +314 +47%
AMBIA
786
Allen Mooney & Barnes Investment Advisors
Georgia
$543K +$538 +1 +0.1%
BFA
787
Bragg Financial Advisors
North Carolina
$542K -$47.3K -85 -8%
MC
788
Maren Capital
Illinois
$536K – – –
SMWM
789
Silvia McColl Wealth Management
California
$534K – – –
FNT
790
First National Trust
Pennsylvania
$532K -$16.7K -30 -3%
PCA
791
Prosperity Capital Advisors
Ohio
$532K +$309K +555 +139%
WP
792
WealthShield Partners
North Carolina
$530K -$78.6K -141 -13%
TW
793
TrinityPoint Wealth
Connecticut
$526K +$57.3K +103 +12%
GT
794
Glenview Trust
Kentucky
$526K +$5.56K +10 +1%
WSFS
795
Wilmington Savings Fund Society
Delaware
$524K +$524K +941 New
CCM
796
Canal Capital Management
Virginia
$522K – – –
GC
797
Gratus Capital
Georgia
$517K +$517K +930 New
HSA
798
HBK Sorce Advisory
Pennsylvania
$516K -$556 -1 -0.1%
FA
799
Fagan Associates
New York
$515K – – –
TAM
800
Trillium Asset Management
Massachusetts
$512K – – –
30 31
32
33 34