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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 %
OIA
301
OneDigital Investment Advisors
Kansas
$3.8M -$317K -593 -8%
HTC
302
Haverford Trust Company
Pennsylvania
$3.8M -$8.03K -15 -0.2%
JFG
303
JMG Financial Group
Illinois
$3.77M – – –
USB
304
Union Savings Bank
Connecticut
$3.75M -$36.9K -69 -1%
RMDI
305
R.M. Davis Inc
Maine
$3.7M -$28.4K -53 -0.8%
IA
306
IFP Advisors
Florida
$3.7M -$105K -197 -3%
ST
307
Sentinel Trust
Texas
$3.65M +$2.24M +4,194 +159%
PWM
308
Perigon Wealth Management
California
$3.65M -$44.4K -83 -1%
SFS
309
Sharp Financial Services
Pennsylvania
$3.63M +$3.63M +6,783 New
B
310
Bailard
California
$3.62M -$11.8K -22 -0.3%
UCFA
311
United Capital Financial Advisors
Texas
$3.59M -$7.49K -14 -0.2%
RW
312
RVW Wealth
California
$3.58M -$366K -684 -9%
JPG
313
Jordan Park Group
California
$3.56M +$1.52M +2,850 +75%
SL
314
Salomon & Ludwin
Virginia
$3.56M -$743K -1,389 -17%
CPSAC
315
Chas P. Smith & Associates (CPS)
Florida
$3.54M – – –
GCIM
316
Gunn & Company Investment Management
Florida
$3.54M +$3.28M +6,124 +1,225%
PFS
317
Prospera Financial Services
Texas
$3.53M +$13.4K +25 +0.4%
GEA
318
Glen Eagle Advisors
New Jersey
$3.51M +$10.7K +20 +0.3%
NA
319
NewEdge Advisors
Louisiana
$3.49M +$702K +1,312 +25%
AWM
320
Apollon Wealth Management
South Carolina
$3.49M +$16.1K +30 +0.5%
BCG
321
Breakwater Capital Group
New Jersey
$3.48M +$250K +468 +8%
SWP
322
Summit Wealth Partners
Florida
$3.48M -$50.8K -95 -1%
RA
323
RFG Advisory
Alabama
$3.47M +$2.55M +4,764 +277%
USCWA
324
U.S. Capital Wealth Advisors
Texas
$3.43M +$59.9K +112 +2%
SC
325
Steph & Co
Wisconsin
$3.42M -$49.8K -93 -1%
11 12
13
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