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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 %
MYIA
1001
Mount Yale Investment Advisors
Colorado
$295K +$295K +530 New
WI
1002
Wintrust Investments
Illinois
$294K – – –
LAM
1003
Lewis Asset Management
California
$293K +$557 +1 +0.2%
EDRIA
1004
Edmonds Duncan Registered Investment Advisors
Kansas
$293K – – –
FWA
1005
FSM Wealth Advisors
Ohio
$292K +$12.8K +23 +5%
APC
1006
Asset Planning Corporation
Tennessee
$292K +$556 +1 +0.2%
JHCP
1007
Jackson Hole Capital Partners
Oklahoma
$291K – – –
TFO
1008
Tarbox Family Office
California
$290K – – –
RFA
1009
Resurgent Financial Advisors
Georgia
$290K +$146K +262 +101%
AWM
1010
Aprio Wealth Management
Georgia
$290K – – –
PB
1011
Pinnacle Bancorp
Nebraska
$289K – – –
SFG
1012
SNS Financial Group
Minnesota
$289K -$21.2K -38 -7%
WPC
1013
Wedmont Private Capital
Pennsylvania
$288K – – –
JF
1014
JSF Financial
California
$287K +$556 +1 +0.2%
LW
1015
Libra Wealth
California
$287K – – –
IHL
1016
Investment House LLC
California
$287K +$287K +515 New
NFC
1017
Northeast Financial Consultants
Connecticut
$285K +$285K +513 New
TC
1018
Trust Company
Kansas
$283K -$25.6K -46 -8%
KL
1019
KWMG LLC
Kansas
$283K -$10.6K -19 -4%
AFA
1020
AA Financial Advisors
Ohio
$283K – – –
HT
1021
Heritage Trust
Oklahoma
$280K – – –
DWA
1022
Delap Wealth Advisory
Oregon
$280K -$280K -503 -50%
FFW
1023
Fusion Family Wealth
New York
$278K – – –
BL
1024
BFSG LLC
California
$278K – – –
PFG
1025
PAX Financial Group
Texas
$278K – – –
39 40
41
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