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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 %
BA
326
Bristlecone Advisors
Washington
$3.41M +$10.7K +20 +0.3%
HVIA
327
Hudson Valley Investment Advisors
New York
$3.4M +$487K +971 +17%
FCBT
328
First Citizens Bank & Trust
North Carolina
$3.39M -$18.7K -35 -0.5%
GAM
329
Gould Asset Management
California
$3.39M -$53.5K -100 -2%
SC
330
Sepio Capital
Utah
$3.37M – – –
BEC
331
Blue Edge Capital
Virginia
$3.37M -$16.1K -30 -0.5%
BP
332
Ballentine Partners
Massachusetts
$3.37M -$79.2K -148 -2%
JFGIW
333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.35M -$38.1K -71 -1%
SF
334
Summit Financial
New Jersey
$3.35M +$424K +790 +14%
CPA
335
Clear Point Advisors
New York
$3.33M +$8.03K +15 +0.2%
CRIG
336
Charter Research & Investment Group
Connecticut
$3.31M -$73.8K -138 -2%
BAM
337
Belpointe Asset Management
Nevada
$3.28M +$1.34M +2,509 +69%
FT
338
Fiduciary Trust
Massachusetts
$3.26M -$148K -276 -4%
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$3.23M -$36.4K -68 -1%
RBC
340
Romano Brothers & Co
Illinois
$3.2M +$72.2K +135 +2%
GSWM
341
Greenup Street Wealth Management
Michigan
$3.2M +$3.2M +5,978 New
PCP
342
Proficio Capital Partners
Massachusetts
$3.2M +$197K +369 +7%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$3.19M -$1.07K -2 -0%
Manulife (Manufacturers Life Insurance)
344
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.16M – – –
Envestnet Portfolio Solutions
345
Envestnet Portfolio Solutions
Illinois
$3.15M -$357K -668 -10%
PAG
346
Paladin Advisory Group
Iowa
$3.13M +$15.4K +29 +0.5%
PWM
347
Paulson Wealth Management
Illinois
$3.12M -$37.5K -70 -1%
EH
348
Equitable Holdings
New York
$3.09M +$136K +255 +5%
SAM
349
Silvercrest Asset Management
New York
$3.09M -$4.28K -8 -0.1%
AGAM
350
Audent Global Asset Management
California
$3.07M +$31K +58 +1%
12 13
14
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