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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$614M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$181M
3
Citigroup
Citigroup
New York
$23.1M
4
Goldman Sachs
Goldman Sachs
New York
$261M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.07M +$61K +114 +2%
KTA
352
Keeley-Teton Advisors
Illinois
$3.04M +$162K +302 +6%
WPP
353
Whalerock Point Partners
Rhode Island
$3.02M – – –
FA
354
Flagstar Advisors
New York
$2.98M +$229K +427 +8%
LFG
355
Larson Financial Group
Missouri
$2.95M +$28.4K +53 +1%
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.95M -$81.9K -144 -3%
GRP
357
Global Retirement Partners
California
$2.94M +$151K +282 +5%
JIC
358
Joel Isaacson & Co
New York
$2.94M +$3.75K +7 +0.1%
PAM
359
Pegasus Asset Management
New York
$2.91M -$42.8K -80 -1%
ASN
360
Advisory Services Network
Georgia
$2.9M +$385K +719 +15%
PIM
361
Penobscot Investment Management
Massachusetts
$2.87M -$18.7K -35 -0.6%
SW
362
SVB Wealth
Massachusetts
$2.86M -$1.18M -2,213 -29%
SCA
363
Snowden Capital Advisors
New York
$2.86M -$25.8K -48 -0.9%
MAA
364
Matrix Asset Advisors
New York
$2.82M -$4.82K -9 -0.2%
BDF
365
Black Diamond Financial
Maryland
$2.82M +$2.44M +4,562 +650%
GT
366
Greenleaf Trust
Michigan
$2.81M +$62.1K +116 +2%
WC
367
Woodstock Corp
Massachusetts
$2.79M +$269K +502 +11%
AI
368
Atria Investments
North Carolina
$2.79M +$926K +1,731 +50%
MIM
369
Miller Investment Management
Pennsylvania
$2.78M – – –
ST
370
Sabal Trust
Florida
$2.78M -$200K -373 -7%
BWFA
371
Baltimore-Washington Financial Advisors
Maryland
$2.78M -$4.28K -8 -0.2%
NAMP
372
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.74M -$72.2K -135 -3%
Vanguard Group
373
Vanguard Group
Pennsylvania
$2.74M -$535 -1 -0%
DFG
374
Delta Financial Group
New Jersey
$2.74M +$79.7K +149 +3%
JWCA
375
J.W. Cole Advisors
Florida
$2.73M -$33.2K -62 -1%
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