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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$372M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$225M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$57M
4
HRCM
Hawk Ridge Capital Management
California
+$48.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$41.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$152M
2
SFC
Strategic Financial Concepts
Texas
-$135M
3
UFF
USA Financial Formulas
Michigan
-$75.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$65.2M
5
SG Americas Securities
SG Americas Securities
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
776
Bleakley Financial Group
New Jersey
$598K -$33.6K -59 -5%
FWP
777
FAS Wealth Partners
Kansas
$596K +$570 +1 +0.1%
IFWM
778
Institute for Wealth Management
Colorado
$592K +$570 +1 +0.1%
GKIM
779
GW&K Investment Management
Massachusetts
$592K – – –
FIC
780
FCG Investment Company
Tennessee
$585K +$58.1K +102 +11%
UBV
781
United Bank (Virginia)
Virginia
$584K -$513K -900 -47%
BBI
782
Baxter Bros Inc
Connecticut
$583K – – –
LI
783
LRI Investments
Florida
$580K +$443K +747 +322%
AMBIA
784
Allen Mooney & Barnes Investment Advisors
Georgia
$576K +$1.14K +2 +0.2%
FHA
785
Flagship Harbor Advisors
Massachusetts
$574K +$574K +1,007 New
NW
786
NewEdge Wealth
Pennsylvania
$571K +$92.9K +163 +19%
DIP
787
DT Investment Partners
Pennsylvania
$571K – – –
GL
788
GHE LLC
Tennessee
$570K – – –
WAS
789
Wealth Advisory Solutions
Indiana
$570K -$7.98K -14 -1%
DWA
790
Douglass Winthrop Advisors
New York
$570K – – –
SMWM
791
Silvia McColl Wealth Management
California
$566K – – –
VBFG
792
Vishria Bird Financial Group
Tennessee
$565K -$570 -1 -0.1%
TWM
793
Tanager Wealth Management
United Kingdom
$564K – – –
PPW
794
Parcion Private Wealth
Washington
$563K -$3.99K -7 -0.7%
CAC
795
Certified Advisory Corp
Florida
$563K -$1.71K -3 -0.3%
IWM
796
IHT Wealth Management
Illinois
$562K +$218K +384 +63%
FIA
797
Foundations Investment Advisors
Arizona
$561K +$98K +172 +21%
FH
798
FWG Holdings
Florida
$560K – – –
AP
799
Appleton Partners
Massachusetts
$559K – – –
SFG
800
SevenBridge Financial Group
Pennsylvania
$557K – – –
30 31
32
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