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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,389 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 386 increasing their positions, 418 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+83
Holders Change %
+6.36%
% of All Funds
18.49%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.85%
New
167
Increased
386
Reduced
418
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M

Top Buyers

1
MCM
Moore Capital Management
New York
+$300M
2
Citadel Advisors
Citadel Advisors
Florida
+$156M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$153M
4
SG Americas Securities
SG Americas Securities
New York
+$141M
5
BGDI
BW Gestao de Investimentos
Brazil
+$126M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$1.23B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$137M
3
Goldman Sachs
Goldman Sachs
New York
-$118M
4
SL
Sentinus LLC
Illinois
-$56.1M
5
Morgan Stanley
Morgan Stanley
New York
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
801
Level Four Advisory Services
Texas
$632K +$153K +269 +32%
WP
802
WealthShield Partners
North Carolina
$631K +$7.43K +13 +1%
OFG
803
Opulen Financial Group
Virginia
$631K +$631K +1,107 New
KWA
804
Kingswood Wealth Advisors
California
$629K +$629K +1,105 New
PMFA
805
Plante Moran Financial Advisors
Michigan
$628K +$3.99K +7 +0.6%
SAM
806
Synergy Asset Management
Washington
$628K – – –
ACM
807
Advisors Capital Management
New Jersey
$625K -$34.7K -61 -5%
DADC
808
D.A. Davidson & Co
Montana
$623K -$7.98K -14 -1%
LT
809
Legacy Trust
Michigan
$621K -$2.85K -5 -0.5%
PFBT
810
Parkside Financial Bank & Trust
Missouri
$620K – – –
FZCM
811
Flynn Zito Capital Management
New York
$619K – – –
FIC
812
FCG Investment Company
Tennessee
$619K +$34.2K +60 +6%
3AM
813
3EDGE Asset Management
Florida
$619K -$147K -259 -19%
HWA
814
HCR Wealth Advisors
California
$615K – – –
MWA
815
Midland Wealth Advisors
Illinois
$614K -$216K -380 -26%
RFM
816
Royal Fund Management
Florida
$612K -$624K -1,095 -50%
BFM
817
Broadview Financial Management
Wisconsin
$610K -$6.84K -12 -1%
SI
818
Saxon Interests
Texas
$606K – – –
CAC
819
Certified Advisory Corp
Florida
$606K +$43.3K +76 +8%
QT
820
Quantbot Technologies
New York
$604K +$604K +1,060 New
FNT
821
First National Trust
Pennsylvania
$600K -$19.9K -35 -3%
BFG
822
Bleakley Financial Group
New Jersey
$598K – – –
FWP
823
FAS Wealth Partners
Kansas
$596K – – –
CPA
824
Compass Planning Associates
Massachusetts
$594K +$594K +1,043 New
GKIM
825
GW&K Investment Management
Massachusetts
$592K – – –
31 32
33
34 35