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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 %
AIP
201
Ameritas Investment Partners
Nebraska
$7.26M -$2.78M -5,000 -28%
MWA
202
Meridian Wealth Advisors
Texas
$7.18M -$50.1K -90 -0.7%
PAG
203
Private Advisor Group
New Jersey
$7.17M -$132K -237 -2%
WJWM
204
Williams Jones Wealth Management
New York
$7.12M -$8.9K -16 -0.1%
HA
205
Hanover Advisors
South Carolina
$7.06M +$949K +1,706 +16%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$7.03M +$7.03M +12,642 New
PAM
207
Palisade Asset Management
Minnesota
$6.99M -$1.27M -2,284 -15%
GIM
208
Goelzer Investment Management
Indiana
$6.93M -$141K -253 -2%
LNC
209
Lincoln National Corp
Pennsylvania
$6.9M +$574K +1,032 +9%
SA
210
Scarborough Advisors
Maryland
$6.87M +$450K +809 +7%
WANY
211
Wealthspire Advisors (New York)
New York
$6.86M -$145K -260 -2%
SCA
212
STALEY CAPITAL ADVISERS
Pennsylvania
$6.83M – – –
CB
213
Community Bank
New York
$6.81M -$103K -185 -1%
DWM
214
Dakota Wealth Management
Florida
$6.81M -$358K -643 -5%
SGCA
215
Steel Grove Capital Advisors
Tennessee
$6.58M -$1.44M -2,591 -18%
SHGA
216
Sand Hill Global Advisors
California
$6.57M -$33.9K -61 -0.5%
SF
217
Synovus Financial
Georgia
$6.57M +$3.05M +5,487 +87%
MPCA
218
Madison Park Capital Advisors
Washington
$6.55M +$149K +267 +2%
WC
219
Wexford Capital
Florida
$6.52M +$6.52M +11,710 New
CFO
220
Callan Family Office
Pennsylvania
$6.48M +$841K +1,511 +15%
BFM
221
Boothbay Fund Management
New York
$6.42M -$6.1M -10,967 -49%
PWMAG
222
Pinnacle Wealth Management Advisory Group
New Jersey
$6.39M +$17.8K +32 +0.3%
RIS
223
Retirement Income Solutions
Michigan
$6.33M -$23.4K -42 -0.4%
PP
224
Pegasus Partners
Wisconsin
$6.32M -$457K -822 -7%
TA
225
TKG Advisors
Indiana
$6.29M +$422K +758 +7%
7 8
9
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