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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 %
BCP
1176
Blue Chip Partners
Michigan
$111K +$111K +200 New
PPWM
1177
PFG Private Wealth Management
Florida
$111K – – –
MWM
1178
Mascoma Wealth Management
New Hampshire
$110K – – –
TCM
1179
TD Capital Management
Tennessee
$109K +$556 +1 +0.5%
PHAM
1180
Palisades Hudson Asset Management
Florida
$105K +$105K +188 New
GGI
1181
Godsey & Gibb Inc
Virginia
$103K – – –
NBT
1182
Northwest Bank & Trust
Iowa
$102K – – –
LI
1183
LRI Investments
Florida
$101K +$101K +182 New
BCV
1184
Banque Cantonale Vaudoise
Switzerland
$101K – – –
EFP
1185
EnRich Financial Partners
Wisconsin
$100K +$100K +180 New
SS
1186
Sunbelt Securities
Texas
$99.2K -$31.2K -56 -24%
TIM
1187
Tortoise Investment Management
New York
$98.5K – – –
GCM
1188
Gables Capital Management
Florida
$98.5K – – –
CAM
1189
Costello Asset Management
Pennsylvania
$95.7K – – –
AssetMark Inc
1190
AssetMark Inc
California
$90.6K +$35K +63 +63%
Jones Financial Companies
1191
Jones Financial Companies
Missouri
$90.4K +$27.3K +49 +43%
TCG
1192
Transcendent Capital Group
Oklahoma
$90.1K +$90.1K +162 New
MRCM
1193
M&R Capital Management
New Jersey
$89K – – –
NIC
1194
Northwest Investment Counselors
Oregon
$88.3K +$88.3K +159 New
ACA
1195
Atlas Capital Advisors
Wyoming
$83.8K – – –
TJHA
1196
Thomas J. Herzfeld Advisors
Florida
$83.5K – – –
HWM
1197
Horizons Wealth Management
North Carolina
$83.2K – – –
MAM
1198
MMA Asset Management
Pennsylvania
$82.3K +$82.3K +148 New
FWM
1199
FSA Wealth Management
Massachusetts
$80.7K – – –
MSFP
1200
Mark Sheptoff Financial Planning
Connecticut
$75.7K – – –
46 47
48
49 50