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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$372M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$225M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$57M
4
HRCM
Hawk Ridge Capital Management
California
+$48.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$41.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$152M
2
SFC
Strategic Financial Concepts
Texas
-$135M
3
UFF
USA Financial Formulas
Michigan
-$75.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$65.2M
5
SG Americas Securities
SG Americas Securities
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
901
US Financial Advisors
Massachusetts
$413K – – –
TRIA
902
Trail Ridge Investment Advisors
Colorado
$410K -$2.28K -4 -0.6%
CFP
903
Catalyst Financial Partners
Massachusetts
$408K +$166K +292 +69%
JFG
904
JDM Financial Group
Texas
$407K +$14.2K +25 +4%
EFG
905
Elios Financial Group
Ohio
$404K +$404K +710 New
BIC
906
Beach Investment Counsel
Pennsylvania
$404K -$34.1K -60 -8%
RPCONE
907
Retirement Planning Company of New England
Rhode Island
$403K – – –
SAM
908
S.A. Mason
Michigan
$402K – – –
BAMG
909
Brand Asset Management Group
Missouri
$402K – – –
BFG
910
Bouchey Financial Group
New York
$400K – – –
BDF
911
Black Diamond Financial
Maryland
$400K -$2.6M -4,562 -87%
AWM
912
Aberdeen Wealth Management
Illinois
$399K – – –
NSAM
913
North Star Asset Management
Wisconsin
$399K – – –
NG
914
Norden Group
Utah
$398K -$5.69M -9,992 -93%
CFS
915
Commonwealth Financial Services
West Virginia
$397K – – –
CAM
916
Carret Asset Management
New York
$396K – – –
S
917
Sunpointe
Missouri
$395K – – –
C
918
Certuity
Florida
$393K -$17.9M -31,472 -98%
TSWM
919
Tyler-Stone Wealth Management
Ohio
$392K +$196K +344 +100%
SMA
920
Seven Mile Advisory
New Jersey
$391K +$391K +687 New
BHWM
921
Bar Harbor Wealth Management
New Hampshire
$390K – – –
WA
922
WP Advisors
California
$385K -$77.5K -136 -17%
LA
923
Lifeworks Advisors
Michigan
$385K -$56.4K -99 -13%
LNB
924
Ledyard National Bank
$385K -$18.8K -33 -5%
BTI
925
Blue Trust Inc
Georgia
$385K -$4.28K -8 -1%
35 36
37
38 39