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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 %
SI
951
Shaker Investments
Ohio
$335K +$1.67K +3 +0.5%
GWANC
952
Guardian Wealth Advisors (North Carolina)
North Carolina
$334K -$27.8K -50 -8%
SFI
953
SPC Financial Inc
Maryland
$334K – – –
SFC
954
SYM Financial Corp
Indiana
$334K – – –
TWM
955
TriaGen Wealth Management
California
$334K – – –
WCA
956
Waypoint Capital Advisors
Minnesota
$330K +$22.3K +40 +7%
WDL
957
Well Done LLC
Michigan
$328K -$32.3K -58 -9%
CFS
958
Coordinated Financial Services
Colorado
$328K +$328K +590 New
AFG
959
Allegheny Financial Group
Pennsylvania
$328K +$51.2K +92 +19%
VWA
960
Visionary Wealth Advisors
Illinois
$327K – – –
TPI
961
Trust Point Inc
Wisconsin
$327K – – –
AFG
962
Atomi Financial Group
New York
$326K +$20.6K +37 +7%
PS
963
Principal Securities
Iowa
$325K +$70.1K +126 +28%
PCMK
964
Paragon Capital Management (Kansas)
Kansas
$324K – – –
ACM
965
AlphaStar Capital Management
North Carolina
$323K -$5.56K -10 -2%
FFM
966
Forum Financial Management
Illinois
$323K – – –
SAM
967
Summit Asset Management
Tennessee
$322K – – –
BW
968
Bison Wealth
Georgia
$321K -$16.1K -29 -5%
MWM
969
Merriman Wealth Management
Washington
$321K -$41.8K -75 -12%
LFS
970
Legacy Financial Strategies
Kansas
$320K – – –
BW
971
BIP Wealth
Georgia
$320K +$320K +576 New
HIG
972
Heritage Investment Group
Florida
$320K – – –
E
973
ETFidea
New York
$320K +$7.79K +14 +2%
EF
974
Empowered Funds
Pennsylvania
$320K +$320K +575 New
DAC
975
Dividend Assets Capital
South Carolina
$318K – – –
37 38
39
40 41