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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 %
CS
901
Cannell & Spears
New York
$388K – – –
CAM
902
Carret Asset Management
New York
$387K – – –
JFG
903
JDM Financial Group
Texas
$383K -$28.4K -51 -7%
BI
904
Berkeley Inc
Idaho
$382K – – –
BHWM
905
Bar Harbor Wealth Management
New Hampshire
$381K – – –
OCM
906
Orion Capital Management
California
$380K – – –
QCM
907
Quantinno Capital Management
New York
$379K +$379K +682 New
NW
908
NewEdge Wealth
Pennsylvania
$376K -$27K -51 -7%
UCB
909
United Community Bank
South Carolina
$376K +$1.1K +2 +0.3%
FMII
910
Farmers & Merchants Investments Inc
Nebraska
$376K – – –
BA
911
Brightwater Advisory
Florida
$372K – – –
PAMG
912
Patton Albertson Miller Group
Tennessee
$372K – – –
FPW
913
Flagship Private Wealth
Massachusetts
$371K -$24.5K -44 -6%
Jennison Associates
914
Jennison Associates
New York
$371K -$650K -1,169 -64%
WA
915
Wealth Alliance
New York
$370K – – –
RCAG
916
Rehmann Capital Advisory Group
Michigan
$369K +$8.91K +16 +2%
NCM
917
Novare Capital Management
North Carolina
$368K -$16.7K -30 -4%
HWA
918
Heartwood Wealth Advisors
Virginia
$368K – – –
BFC
919
Bedel Financial Consulting
Indiana
$366K – – –
PA
920
Parallel Advisors
California
$365K +$39.5K +71 +12%
CCA
921
Clearwater Capital Advisors
Illinois
$365K – – –
FFB
922
First Financial Bankshares
Texas
$364K +$364K +654 New
SI
923
Saxon Interests
Texas
$362K +$557 +1 +0.2%
RA
924
Ruggaard & Associates
Ohio
$362K – – –
DL
925
DOHJ LLC
Washington
$362K – – –
35 36
37
38 39