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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 %
FBFS
801
First Business Financial Services
Wisconsin
$510K -$353K -634 -41%
HWA
802
HCR Wealth Advisors
California
$510K +$11.1K +20 +2%
WA
803
WP Advisors
California
$509K +$47.9K +86 +10%
CIS
804
Connors Investor Services
Pennsylvania
$509K – – –
CPBTD
805
Central Pacific Bank - Trust Division
Hawaii
$508K +$508K +920 New
MMPW
806
Mitchell McLeod Pugh & Williams
Alabama
$503K – – –
VPP
807
Vertex Planning Partners
Illinois
$501K -$21.1K -38 -4%
BWS
808
Buck Wealth Strategies
Colorado
$500K +$500K +898 New
CCFM
809
Clear Creek Financial Management
Washington
$499K +$5.01K +9 +1%
SP
810
Stablepoint Partners
Massachusetts
$499K +$142K +256 +40%
EWM
811
Empirical Wealth Management
Washington
$498K -$5.56K -10 -1%
GIA
812
Gladstone Institutional Advisory
Florida
$492K -$35.1K -63 -7%
SFG
813
SevenBridge Financial Group
Pennsylvania
$491K – – –
CCM
814
Chilton Capital Management
Texas
$489K +$189K +340 +63%
P
815
Pitcairn
Pennsylvania
$489K +$489K +878 New
FA
816
Fiduciary Alliance
South Carolina
$487K +$2.76K +5 +0.6%
LBC
817
Lowe Brockenbrough & Co
Virginia
$486K – – –
RC
818
Rovin Capital
Arizona
$486K – – –
BWL
819
Bogart Wealth LLC
Virginia
$486K – – –
VCA
820
Verdence Capital Advisors
Maryland
$485K – – –
RDWM
821
Red Door Wealth Management
Tennessee
$484K – – –
LWL
822
Leo Wealth LLC
Texas
$483K – – –
CFB
823
Cullen/Frost Bankers
Texas
$477K -$41.7K -75 -8%
DWM
824
Denver Wealth Management
Colorado
$477K -$556 -1 -0.1%
LGWM
825
Litman Gregory Wealth Management
California
$477K +$477K +857 New
31 32
33
34 35