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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 %
CWM
1101
Cordatus Wealth Management
Pennsylvania
$223K -$677K -1,215 -75%
BCAM
1102
Boston Common Asset Management
Massachusetts
$223K – – –
GIM
1103
Grassi Investment Management
California
$223K +$556 +1 +0.3%
CFD
1104
Creative Financial Designs
Indiana
$223K +$6.12K +11 +3%
PWP
1105
Pursue Wealth Partners
California
$223K – – –
RWM
1106
Rockwood Wealth Management
Pennsylvania
$223K – – –
CV
1107
Counterweight Ventures
North Carolina
$223K – – –
BPCE
1108
Bank Pictet & Cie (Europe)
Germany
$223K – – –
EAM
1109
Empirical Asset Management
Massachusetts
$222K +$222K +400 New
PCH
1110
PGIM Custom Harvest
New Jersey
$221K +$221K +398 New
WPIC
1111
White Pine Investment Company
Michigan
$221K -$935K -1,679 -81%
WA
1112
Wambolt & Associates
Colorado
$221K – – –
CFP
1113
Catalyst Financial Partners
Massachusetts
$219K – – –
AAG
1114
Accordant Advisory Group
Maryland
$219K +$219K +394 New
OCM
1115
Objective Capital Management
Ohio
$217K +$217K +389 New
MWS
1116
Maxwell Wealth Strategies
California
$216K +$216K +400 New
SFWA
1117
Summit Financial Wealth Advisors
Louisiana
$214K +$214K +385 New
PRWA
1118
Platte River Wealth Advisors
Colorado
$214K -$27.8K -50 -11%
PCMF
1119
Private Capital Management (Florida)
Florida
$214K +$214K +385 New
AWM
1120
Aries Wealth Management
Maine
$214K +$214K +385 New
RIA
1121
Regal Investment Advisors
Michigan
$213K +$213K +383 New
NHC
1122
Nicholas Hoffman & Company
Georgia
$213K +$213K +383 New
SWA
1123
Sax Wealth Advisors
New Jersey
$212K +$212K +381 New
BIM
1124
Breakwater Investment Management
Washington
$211K +$211K +380 New
Fayez Sarofim & Co
1125
Fayez Sarofim & Co
Texas
$211K +$211K +380 New
43 44
45
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