MDY icon

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 %
SWM
1126
SeaCrest Wealth Management
New York
$211K +$211K +379 New
GF
1127
Gimbal Financial
Indiana
$211K +$211K +379 New
CWS
1128
Confluence Wealth Services
Pennsylvania
$210K -$418K -751 -67%
OCPWS
1129
One Charles Private Wealth Services
Massachusetts
$210K +$210K +377 New
MAM
1130
Milestone Asset Management
Pennsylvania
$208K -$20.6K -37 -9%
GWAG
1131
Garrett Wealth Advisory Group
Texas
$208K +$208K +373 New
AWM
1132
Avior Wealth Management
Nebraska
$205K +$5.57K +10 +3%
JC
1133
Jacobs & Co
California
$205K +$205K +370 New
CST
1134
Charles Schwab Trust
Nevada
$205K +$205K +368 New
EI
1135
Ellevest Inc
New York
$204K +$204K +367 New
ADL
1136
Asset Dedication LLC
California
$204K – – –
RRCM
1137
Rappaport Reiches Capital Management
Illinois
$204K +$204K +367 New
HB
1138
HTLF Bank
Colorado
$203K +$203K +364 New
CCA
1139
Cora Capital Advisors
New Jersey
$202K +$202K +363 New
RSA
1140
River Street Advisors
Illinois
$201K -$138K -248 -41%
NIM
1141
Northeast Investment Management
Massachusetts
$201K +$201K +362 New
LTL
1142
Lowery Thomas LLC
California
$201K +$201K +362 New
GC
1143
Garde Capital
Washington
$201K – – –
GP
1144
Girard Partners
Pennsylvania
$201K +$201K +361 New
FHWM
1145
Fox Hill Wealth Management
Massachusetts
$201K +$201K +361 New
YIA
1146
YHB Investment Advisors
Connecticut
$200K -$41.7K -75 -17%
LK
1147
Lumbard & Kellner
New Hampshire
$200K +$200K +360 New
BSB
1148
Bangor Savings Bank
Maine
$199K – – –
LWANC
1149
Laurel Wealth Advisors (North Carolina)
North Carolina
$198K -$54K -97 -21%
BC
1150
Blackhill Capital
New Jersey
$195K – – –
44 45
46
47 48