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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,389 hedge funds and large institutions have $15B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 386 increasing their positions, 418 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,389
Holders Change
+83
Holders Change %
+6.36%
% of All Funds
18.49%
Holding in Top 10
64
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25.49%
% of All Funds
0.85%
New
167
Increased
386
Reduced
418
Closed
53
Calls
$463M
Puts
$292M
Net Calls
+$171M
Net Calls Change
+$127M

Top Buyers

1
MCM
Moore Capital Management
New York
+$300M
2
Citadel Advisors
Citadel Advisors
Florida
+$156M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$153M
4
SG Americas Securities
SG Americas Securities
New York
+$141M
5
BGDI
BW Gestao de Investimentos
Brazil
+$126M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$1.23B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$137M
3
Goldman Sachs
Goldman Sachs
New York
-$118M
4
SL
Sentinus LLC
Illinois
-$56.1M
5
Morgan Stanley
Morgan Stanley
New York
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
1201
One Charles Private Wealth Services
Massachusetts
$215K – – –
FFG
1202
Fortem Financial Group
California
$214K – – –
AP
1203
Atwood & Palmer
Missouri
$212K -$10.8K -19 -5%
SFO
1204
Stokes Family Office
Louisiana
$212K -$45.6K -80 -18%
NIM
1205
Northeast Investment Management
Massachusetts
$212K – – –
BW
1206
BostonPremier Wealth
Massachusetts
$211K +$211K +370 New
JC
1207
Jacobs & Co
California
$210K – – –
YIA
1208
YHB Investment Advisors
Connecticut
$210K – – –
ADL
1209
Asset Dedication LLC
California
$209K – – –
RBFC
1210
Roman Butler Fullerton & Co
Missouri
$208K +$208K +352 New
SCM
1211
Saxony Capital Management
Missouri
$208K -$1.16M -2,036 -85%
LTL
1212
Lowery Thomas LLC
California
$208K +$570 +1 +0.3%
CCA
1213
Cora Capital Advisors
New Jersey
$207K – – –
AWM
1214
Accurate Wealth Management
Florida
$207K +$207K +362 New
FHC
1215
First Heartland Consultants
Missouri
$206K -$79.7K -140 -28%
LK
1216
Lumbard & Kellner
New Hampshire
$205K – – –
WCM
1217
Wealthcare Capital Management
Virginia
$204K – – –
MFG
1218
Magnus Financial Group
New York
$204K +$204K +358 New
AMIM
1219
Aull & Monroe Investment Management
Alabama
$204K – – –
DLCIG
1220
D.L. Carlson Investment Group
New Hampshire
$204K +$204K +358 New
HIA
1221
Harbor Investment Advisory
Maryland
$202K – – –
UF
1222
Univest Financial
Pennsylvania
$201K -$3.98K -7 -2%
ACM
1223
American Capital Management
New York
$201K – – –
SFWC
1224
Strategic Family Wealth Counselors
New Jersey
$200K +$200K +352 New
GIM
1225
Guild Investment Management
California
$200K +$200K +350 New
47 48
49
50 51