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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 %
SFC
976
Strategic Financial Concepts
Texas
$318K +$318K +571 New
IP
977
Investment Partners
Ohio
$316K – – –
MWM
978
Mission Wealth Management
California
$315K +$18.9K +34 +6%
IP
979
Isthmus Partners
Wisconsin
$314K – – –
SIA
980
Schechter Investment Advisors
Michigan
$314K – – –
HNWAG
981
High Net Worth Advisory Group
Florida
$313K – – –
PSCM
982
Per Stirling Capital Management
Texas
$313K +$12.8K +23 +4%
CSWM
983
Cassady Schiller Wealth Management
Ohio
$312K – – –
AIM
984
Avity Investment Management
Connecticut
$312K – – –
CA
985
CapWealth Advisors
Tennessee
$310K – – –
FHC
986
First Heartland Consultants
Missouri
$309K -$1.67K -3 -0.5%
SEP
987
Southland Equity Partners
Missouri
$307K – – –
RLIM
988
Red Lighthouse Investment Management
New York
$306K – – –
GIA
989
Guyasuta Investment Advisors
Pennsylvania
$305K – – –
TD Asset Management
990
TD Asset Management
Ontario, Canada
$304K +$2.78K +5 +0.9%
RMC
991
Resources Management Corp
Connecticut
$304K +$27.8K +50 +10%
ANBT
992
American National Bank & Trust
Texas
$303K – – –
GFG
993
Greystone Financial Group
Michigan
$301K +$1.11K +2 +0.4%
GWA
994
GGM Wealth Advisors
Maryland
$297K -$104K -190 -26%
ECM
995
Evergreen Capital Management
Washington
$297K – – –
MW
996
Marcum Wealth
Ohio
$297K +$6.12K +11 +2%
PMG
997
ProVise Management Group
Florida
$296K -$3.9K -7 -1%
MMM
998
Mendel Money Management
Illinois
$296K +$6.68K +12 +2%
PFA
999
Pure Financial Advisors
California
$296K +$296K +532 New
GHA
1000
Granite Harbor Advisors
Texas
$295K -$3.34K -6 -1%
38 39
40
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