MDY icon

SPDR S&P MidCap 400 ETF Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
RSA
876
River Street Advisors
Illinois
$448K
BA
877
Brightwater Advisory
Florida
$447K
AA
878
Ancora Advisors
Ohio
$446K
DSN
879
D. Scott Neal
Kentucky
$446K
MTIC
880
Missouri Trust & Investment Company
Missouri
$445K
SPFA
881
Summit Place Financial Advisors
New Jersey
$444K
ACM
882
Ardent Capital Management
Ohio
$444K
ACM
883
Ayrshire Capital Management
Connecticut
$436K -$8.55K -15 -2%
WA
884
Wealth Architects
California
$436K -$192K -337 -31%
OS
885
Objectivity Squared
South Carolina
$435K +$1.7K +3 +0.4%
TCBWMS
886
Texas Capital Bank Wealth Management Services
Texas
$434K -$19.9K -35 -4%
OAS
887
Optivise Advisory Services
Tennessee
$434K +$7.98K +14 +2%
NDSI
888
Newman Dignan & Sheerar Inc
Rhode Island
$432K -$16.1K -28 -4%
VFA
889
Valeo Financial Advisors
Indiana
$430K +$569 +1 +0.1%
CT
890
Colonial Trust
South Carolina
$426K
OWA
891
Octavia Wealth Advisors
Ohio
$426K +$1.14K +2 +0.3%
RB
892
Rodgers Brothers
Pennsylvania
$426K
SAM
893
Summit Asset Management
Tennessee
$426K +$114K +200 +36%
CCMG
894
Clark Capital Management Group
Pennsylvania
$426K
HCMG
895
Howard Capital Management Group
California
$424K
PTB
896
Pioneer Trust Bank
Oregon
$423K
AR
897
Apeiron RIA
Texas
$418K +$91.1K +160 +28%
JWBC
898
John W. Brooker & Co
California
$417K +$570 +1 +0.1%
WPW
899
Watershed Private Wealth
Illinois
$417K -$236K -414 -36%
NWM
900
Napa Wealth Management
California
$414K -$1.71K -3 -0.4%