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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 %
RCA
251
Resonant Capital Advisors
Wisconsin
$5.22M -$21.5K -40 -0.4%
BPA
252
Beacon Pointe Advisors
California
$5.18M +$133K +249 +3%
HWM
253
HB Wealth Management
Georgia
$5.18M -$566K -1,058 -10%
DWP
254
Daymark Wealth Partners
Ohio
$5.14M +$4.27M +7,975 +486%
SPC
255
Sigma Planning Corp
Michigan
$5.11M +$682K +1,275 +15%
CTC
256
Central Trust Company
Missouri
$5.1M -$43.9K -82 -0.9%
M
257
MOTCO
Texas
$5.09M -$30.5K -57 -0.6%
ST
258
Sageworth Trust
Pennsylvania
$5.09M – – –
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$5.05M – – –
GSC
260
G&S Capital
Colorado
$4.93M -$41.6K -75 -0.8%
Financial Engines Advisors
261
Financial Engines Advisors
California
$4.93M +$94.5K +176 +2%
ABC
262
Associated Banc-Corp
Wisconsin
$4.89M -$327K -611 -6%
CCFCSB
263
Cape Cod Five Cents Savings Bank
Massachusetts
$4.87M -$241K -451 -5%
CPA
264
Court Place Advisors
Maryland
$4.72M +$96.9K +181 +2%
NCG
265
Newport Capital Group
New Jersey
$4.72M +$4.72M +8,826 New
BPWM
266
Badgley Phelps Wealth Managers
Washington
$4.72M +$4.83K +9 +0.1%
TT
267
TI-Trust
Illinois
$4.7M +$117K +218 +3%
KFP
268
KMG Fiduciary Partners
Ohio
$4.62M -$25.1K -47 -0.5%
AF
269
Allworth Financial
California
$4.6M -$43K -78 -0.9%
SGCA
270
Steel Grove Capital Advisors
Tennessee
$4.6M -$1.73M -3,226 -27%
CL
271
Choreo LLC
Illinois
$4.59M +$1.26M +2,369 +38%
BFM
272
Boothbay Fund Management
New York
$4.59M -$1.59M -2,975 -26%
MWM
273
Modera Wealth Management
New Jersey
$4.52M -$32.1K -60 -0.7%
IFPG
274
Intrepid Financial Planning Group
Indiana
$4.5M +$2.14K +4 +0%
MMHP
275
Murphy Middleton Hinkle & Parker
Georgia
$4.44M +$92.6K +173 +2%
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