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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,278 hedge funds and large institutions have $13B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 344 increasing their positions, 422 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,278
Holders Change
-9
Holders Change %
-0.7%
% of All Funds
18.59%
Holding in Top 10
58
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.38%
% of All Funds
0.84%
New
86
Increased
344
Reduced
422
Closed
81
Calls
$155M
Puts
$223M
Net Calls
-$67.6M
Net Calls Change
+$37M

Top Buyers

1
UFF
1
USA Financial Formulas
Michigan
$70.6M
2
MWM
2
Modern Wealth Management
Kansas
$40.8M
3
CM
3
Cercano Management
Washington
$45M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$34M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$57.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$614M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$181M
3
Citigroup
3
Citigroup
New York
$23.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$261M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
226
Balboa Wealth Partners
Arizona
$5.96M +$1.09M +2,034 +22%
PP
227
Pegasus Partners
Wisconsin
$5.95M -$129K -241 -2%
DL
228
DOHJ LLC
Washington
$5.93M +$5.58M +10,437 +1,606%
LI
229
Latigo Investments
Florida
$5.87M – – –
HA
230
Hanover Advisors
South Carolina
$5.86M -$927K -1,732 -14%
ATC
231
Adirondack Trust Company
New York
$5.84M -$98.5K -184 -2%
DPI
232
Diversified Portfolios Inc
Michigan
$5.84M -$42.3K -79 -0.7%
FHA
233
First Horizon Advisors
Tennessee
$5.82M +$513K +959 +10%
RIS
234
Retirement Income Solutions
Michigan
$5.77M -$317K -592 -5%
NG
235
Norden Group
Utah
$5.72M +$5.33M +9,960 +1,363%
Focus Partners Wealth
236
Focus Partners Wealth
Massachusetts
$5.64M +$1.65M +3,085 +41%
OC
237
Oppenheimer & Co
New York
$5.59M +$1.9M +3,559 +52%
GF
238
Gries Financial
Ohio
$5.47M -$7.49K -14 -0.1%
LIM
239
Leavell Investment Management
Alabama
$5.47M – – –
FLPIM
240
F.L. Putnam Investment Management
Massachusetts
$5.41M +$153K +285 +3%
FCM
241
Firestone Capital Management
Florida
$5.4M -$68K -127 -1%
PAM
242
Peak Asset Management
Colorado
$5.38M -$194K -362 -3%
RC
243
RBF Capital
California
$5.35M – – –
LPAM
244
Lodestar Private Asset Management
California
$5.34M -$5.35K -10 -0.1%
BONH
245
Bank of New Hampshire
New Hampshire
$5.33M -$535 -1 -0%
VFPI
246
Vantage Financial Partners (Illinois)
Illinois
$5.32M +$637K +1,190 +14%
ITC
247
Inspire Trust Company
Nevada
$5.31M +$1.02M +1,900 +24%
MFA
248
Mayflower Financial Advisors
Massachusetts
$5.29M -$65.8K -123 -1%
BF
249
BOK Financial
Oklahoma
$5.26M -$92K -172 -2%
FTUS
250
Flow Traders U.S.
New York
$5.25M -$4.04M -7,550 -44%
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