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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
18.66%
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
1
Bank of America
North Carolina
$1.34B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$437M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$161M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$328M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$18.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$910M
3
IMC Chicago
3
IMC Chicago
Illinois
$11.8M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$27.8M
5
Wells Fargo
5
Wells Fargo
California
$758M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
176
KCM Investment Advisors
California
$8.89M -$301K -541 -3%
GA
177
GFS Advisors
Texas
$8.89M – – –
KAS
178
Kestra Advisory Services
Texas
$8.86M +$3.66M +6,576 +70%
WIA
179
World Investment Advisors
California
$8.84M -$5.06M -5,802 -36%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$8.7M +$55.2K +100 +0.6%
GBT
181
Grove Bank & Trust
Florida
$8.3M -$234K -421 -3%
GFL
182
Granite FO LLC
New Hampshire
$8.24M +$2.74M +4,900 +50%
HF
183
HRT Financial
New York
$7.97M +$7.97M +14,331 New
VFG
184
Victory Financial Group
Texas
$7.95M +$971K +1,746 +14%
CP
185
Canopy Partners
Ohio
$7.94M +$195K +350 +3%
Legal & General Group
186
Legal & General Group
United Kingdom
$7.9M – – –
PCFFS
187
Pacific Center for Financial Services
California
$7.83M +$79K +142 +1%
RWB
188
RMR Wealth Builders
New Jersey
$7.82M +$43.4K +78 +0.6%
Franklin Resources
189
Franklin Resources
California
$7.82M +$1.06M +1,904 +16%
MHWM
190
Montz Harcus Wealth Management
Louisiana
$7.78M -$51.2K -92 -0.7%
BWAM
191
Boyd Watterson Asset Management
Ohio
$7.75M – – –
SAF
192
Smith Anglin Financial
Texas
$7.67M +$3.9K +7 +0.1%
UL
193
Unionview LLC
Washington
$7.66M +$17.8K +32 +0.2%
CTA
194
Chesley Taft & Associates
Illinois
$7.61M -$22.3K -40 -0.3%
BB
195
Busey Bank
Illinois
$7.58M -$31.2K -56 -0.4%
ATWA
196
Arbor Trust Wealth Advisors
Michigan
$7.43M +$174K +323 +2%
CAG
197
Csenge Advisory Group
Florida
$7.38M +$547K +983 +8%
CCM
198
Colorado Capital Management
Colorado
$7.34M -$77.9K -140 -1%
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$7.33M +$2.08M +3,491 +40%
MCCA
200
Mill Creek Capital Advisors
Pennsylvania
$7.3M -$64.5K -116 -0.9%
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