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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 %
RB
876
Rodgers Brothers
Pennsylvania
$416K – – –
HCMG
877
Howard Capital Management Group
California
$415K -$22.3K -40 -5%
KWA
878
Kingswood Wealth Advisors
California
$413K -$22.3K -40 -5%
OWA
879
Octavia Wealth Advisors
Ohio
$412K +$56.3K +101 +16%
OS
880
Objectivity Squared
South Carolina
$411K +$1.61K +3 +0.4%
SG
881
StoneX Group
New York
$409K -$34K -61 -8%
JWBC
882
John W. Brooker & Co
California
$407K +$556 +1 +0.1%
NG
883
Norden Group
Utah
$407K -$184K -331 -31%
MA
884
Mutual Advisors
Nebraska
$406K -$44K -79 -10%
BTI
885
Blue Trust Inc
Georgia
$405K +$15.6K +28 +4%
UFA
886
US Financial Advisors
Massachusetts
$403K – – –
FIC
887
FCG Investment Company
Tennessee
$403K +$121K +218 +43%
GAA
888
Global Assets Advisory
Florida
$400K +$400K +220,952 New
VFA
889
Valeo Financial Advisors
Indiana
$400K +$27.6K +52 +7%
CWA
890
Clarus Wealth Advisors
Arizona
$400K -$107K -198 -21%
OCM
891
One Capital Management
California
$398K – – –
CA
892
CoreCap Advisors
Michigan
$394K +$53.4K +96 +16%
RPCONE
893
Retirement Planning Company of New England
Rhode Island
$393K – – –
SAM
894
S.A. Mason
Michigan
$393K +$25.6K +46 +7%
BAMG
895
Brand Asset Management Group
Missouri
$392K – – –
BIC
896
Beach Investment Counsel
Pennsylvania
$391K +$30.5K +60 +8%
BFG
897
Bouchey Financial Group
New York
$390K – – –
AWM
898
Aberdeen Wealth Management
Illinois
$390K – – –
NSAM
899
North Star Asset Management
Wisconsin
$389K -$55.6K -100 -13%
FFA
900
First Foundation Advisors
California
$389K +$86.2K +155 +28%
34 35
36
37 38