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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 %
Empower Advisory Group
1076
Empower Advisory Group
Colorado
$240K -$11.7K -21 -5%
Chevy Chase Trust
1077
Chevy Chase Trust
Maryland
$239K -$125K -225 -34%
KAH
1078
Kathryn A. Hall
$239K -$120K -215 -33%
VST
1079
Van Strum & Towne
California
$239K – – –
SF
1080
Symphony Financial
Texas
$237K – – –
ESB
1081
Essex Savings Bank
Connecticut
$235K – – –
BMWM
1082
Brown Miller Wealth Management
Virginia
$235K – – –
SSWM
1083
Sheets Smith Wealth Management
North Carolina
$234K -$22.8K -41 -9%
IWA
1084
Inspirion Wealth Advisors
Illinois
$234K -$5.56K -10 -2%
TCB
1085
Texas Capital Bancshares
Texas
$234K – – –
BCM
1086
Brookmont Capital Management
Texas
$234K – – –
RWM
1087
Ritholtz Wealth Management
New York
$233K – – –
TP
1088
Tranquility Partners
Tennessee
$233K – – –
CNB
1089
Camden National Bank
Maine
$233K +$233K +418 New
FI
1090
Financial Insights
Washington
$230K – – –
GWM
1091
Geneos Wealth Management
Colorado
$229K -$19.5K -35 -8%
LA
1092
Lane & Associates
New Jersey
$228K +$228K +410 New
VFPW
1093
Vantage Financial Partners (Wisconsin)
Wisconsin
$228K +$4.46K +8 +2%
CG
1094
Cynosure Group
Utah
$227K – – –
MAS
1095
Madden Advisory Services
Florida
$226K – – –
AMIM
1096
Aull & Monroe Investment Management
Alabama
$226K – – –
RFP
1097
Root Financial Partners
California
$225K +$225K +405 New
ARA
1098
Alexander Randolph Advisory
Virginia
$225K – – –
WAM
1099
WNY Asset Management
New York
$225K +$225K +404 New
ERIM
1100
Eagle Ridge Investment Management
Connecticut
$224K +$224K +402 New
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