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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 %
JC
1151
Jacobs & Co
California
$210K +$210K +370 New
YIA
1152
YHB Investment Advisors
Connecticut
$210K +$210K +368 New
ADL
1153
Asset Dedication LLC
California
$209K – – –
GWM
1154
Geneos Wealth Management
Colorado
$209K -$25.7K -45 -11%
LTL
1155
Lowery Thomas LLC
California
$207K +$207K +364 New
CCA
1156
Cora Capital Advisors
New Jersey
$207K +$207K +363 New
UF
1157
Univest Financial
Pennsylvania
$206K +$206K +361 New
LK
1158
Lumbard & Kellner
New Hampshire
$205K +$205K +360 New
WCM
1159
Wealthcare Capital Management
Virginia
$205K +$205K +359 New
AMIM
1160
Aull & Monroe Investment Management
Alabama
$204K -$27.3K -48 -12%
BSB
1161
Bangor Savings Bank
Maine
$204K – – –
GWM
1162
Graybill Wealth Management
Illinois
$203K +$203K +356 New
HIA
1163
Harbor Investment Advisory
Maryland
$202K – – –
ACM
1164
American Capital Management
New York
$201K +$201K +353 New
BC
1165
Blackhill Capital
New Jersey
$200K – – –
PP
1166
Pingora Partners
Wyoming
$199K – – –
OC
1167
Oarsman Capital
Wisconsin
$194K +$194K +340 New
BBPWM
1168
Blue Bell Private Wealth Management
Pennsylvania
$189K – – –
SVCP
1169
Silicon Valley Capital Partners
California
$188K +$569 +1 +0.3%
OA
1170
Operose Advisors
Wisconsin
$187K – – –
MG
1171
Mather Group
Illinois
$187K -$96.8K -170 -34%
BWP
1172
Baldwin Wealth Partners
Massachusetts
$181K – – –
FG
1173
Fairman Group
Pennsylvania
$174K +$572 +1 +0.3%
DWM
1174
Darwin Wealth Management
Florida
$173K +$173K +304 New
PCWA
1175
Pacific Capital Wealth Advisors
California
$171K – – –
45 46
47
48 49