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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 %
MPW
926
Monterey Private Wealth
California
$361K – – –
CC
927
Cadinha & Co
Hawaii
$359K -$1.11K -2 -0.3%
BTW
928
Boston Trust Walden
Massachusetts
$359K – – –
LFAS
929
Level Four Advisory Services
Texas
$358K – – –
ACA
930
Aptus Capital Advisors
Alabama
$357K -$4.45K -8 -1%
GPA
931
Guidance Point Advisors
Massachusetts
$357K +$559 +1 +0.2%
CFS
932
Commonwealth Financial Services
West Virginia
$356K – – –
BDF
933
Black Diamond Financial
Maryland
$356K – – –
PI
934
PFG Investments
New York
$355K +$355K +639 New
ACA
935
Anchor Capital Advisors
Massachusetts
$353K -$19.5K -35 -5%
RA
936
Rise Advisors
New York
$353K +$16.7K +30 +5%
Wolverine Trading
937
Wolverine Trading
Illinois
$351K -$2.1M -3,781 -86%
IWM
938
IHT Wealth Management
Illinois
$348K -$233K -419 -40%
CFS
939
CRA Financial Services
New Jersey
$347K – – –
RAM
940
Riggs Asset Management
Pennsylvania
$347K +$168K +302 +94%
TDC
941
Thompson Davis & Co
Virginia
$346K -$162K -292 -32%
SAG
942
Spotlight Asset Group
Illinois
$344K – – –
CWA
943
CM Wealth Advisors
Ohio
$343K – – –
CA
944
Cortland Associates
Missouri
$342K -$2.22K -4 -0.6%
SC
945
Sapient Capital
Indiana
$341K – – –
IW
946
Imprint Wealth
South Carolina
$340K +$340K +616 New
SRC
947
Shufro Rose & Co
New York
$340K -$38.9K -70 -10%
WSTAM
948
Wilbanks Smith & Thomas Asset Management
Virginia
$338K -$3.9K -7 -1%
ZIM
949
Zacks Investment Management
Illinois
$337K +$11.1K +20 +3%
AF
950
Apexium Financial
Texas
$337K -$180K -324 -35%
36 37
38
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