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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,306 hedge funds and large institutions have $14B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 366 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,306
Holders Change
+28
Holders Change %
+2.19%
% of All Funds
18.89%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
99
Increased
366
Reduced
430
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$372M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$225M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$57M
4
HRCM
Hawk Ridge Capital Management
California
+$48.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$41.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$152M
2
SFC
Strategic Financial Concepts
Texas
-$135M
3
UFF
USA Financial Formulas
Michigan
-$75.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$65.2M
5
SG Americas Securities
SG Americas Securities
New York
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1101
Betterment LLC
New York
$243K +$243K +427 New
SF
1102
Symphony Financial
Texas
$243K – – –
MAS
1103
Madden Advisory Services
Florida
$242K -$570 -1 -0.2%
AWA
1104
Arete Wealth Advisors
Illinois
$241K -$43.9K -77 -15%
SFC
1105
Strategic Financial Concepts
Texas
$241K -$135M -237,240 -100%
CAAS
1106
Capital Asset Advisory Services
Michigan
$241K +$241K +426 New
BMWM
1107
Brown Miller Wealth Management
Virginia
$240K – – –
NC
1108
Napatree Capital
Rhode Island
$239K – – –
RWM
1109
Ritholtz Wealth Management
New York
$238K – – –
MAM
1110
Mystic Asset Management
Rhode Island
$238K +$4.56K +8 +2%
VPIM
1111
Vanguard Personalized Indexing Management
California
$236K +$236K +415 New
HWMO
1112
Heritage Wealth Management (Ohio)
Ohio
$236K -$11.4K -20 -5%
Luther King Capital Management (LKCM)
1113
Luther King Capital Management (LKCM)
Texas
$235K -$221K – –
TC
1114
Trust Company
Kansas
$234K – – –
KV
1115
Kickstand Ventures
New York
$234K +$234K +411 New
SSWM
1116
Sheets Smith Wealth Management
North Carolina
$231K – – –
MWS
1117
Maxwell Wealth Strategies
California
$231K – – –
ARA
1118
Alexander Randolph Advisory
Virginia
$230K – – –
TCPG
1119
Trivant Custom Portfolio Group
California
$230K -$19.9K -35 -8%
GIM
1120
Grassi Investment Management
California
$229K +$570 +1 +0.2%
BCAM
1121
Boston Common Asset Management
Massachusetts
$228K – – –
CWM
1122
Cordatus Wealth Management
Pennsylvania
$228K – – –
RWM
1123
Rockwood Wealth Management
Pennsylvania
$228K – – –
CV
1124
Counterweight Ventures
North Carolina
$228K – – –
PWP
1125
Pursue Wealth Partners
California
$228K – – –
43 44
45
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