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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 %
CGH
276
CMG Global Holdings
Texas
$4.44M +$111K +208 +3%
SCG
277
Sonata Capital Group
Washington
$4.37M -$255K -476 -6%
BC
278
Barrett & Company
Rhode Island
$4.35M -$120K -225 -3%
HCM
279
Highview Capital Management
Illinois
$4.34M -$3.75K -7 -0.1%
Victory Capital Management
280
Victory Capital Management
Texas
$4.33M -$5.35M -10,005 -55%
WC
281
Weil Company
California
$4.3M -$91K -170 -2%
NC
282
NBW Capital
Massachusetts
$4.26M +$4.26M +7,961 New
BRG
283
Bay Rivers Group
Virginia
$4.25M +$33.2K +62 +0.8%
CHJWM
284
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.24M +$155K +276 +4%
IC
285
IEQ Capital
California
$4.24M +$642K +1,200 +18%
BFWA
286
Benchmark Financial Wealth Advisors
Florida
$4.21M +$44.4K +83 +1%
KeyBank National Association
287
KeyBank National Association
Ohio
$4.21M +$242K +453 +6%
HI
288
Harbour Investments
Wisconsin
$4.18M +$30.5K +57 +0.7%
EK
289
Evensky & Katz
Florida
$4.18M -$103K -192 -2%
SA
290
Sanctuary Advisors
Indiana
$4.17M +$4.17M +7,882 New
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$4.17M -$14.4K -27 -0.3%
HFRG
292
Houlihan Financial Resource Group
Virginia
$4.11M – – –
ATPW
293
Ashton Thomas Private Wealth
Arizona
$4.08M -$48.2K -90 -1%
SWM
294
Segment Wealth Management
Texas
$4.05M – – –
MFS
295
Mirabella Financial Services
United Kingdom
$3.96M +$3.96M +7,400 New
RIG
296
Renaissance Investment Group
Massachusetts
$3.86M -$8.97K -17 -0.2%
FPAS
297
Focus Partners Advisor Solutions
Missouri
$3.85M -$911K -1,702 -19%
SYBT
298
Stock Yards Bank & Trust
Kentucky
$3.83M -$31K -58 -0.8%
NSIM
299
North Star Investment Management
Illinois
$3.83M +$61.5K +115 +2%
MFG
300
Midwest Financial Group
Kansas
$3.83M +$92K +172 +2%
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