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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 %
ATC
376
Argent Trust Co
Tennessee
$2.73M – – –
IA
377
IFG Advisory
Georgia
$2.72M -$192K -358 -7%
HIS
378
Harvest Investment Services
Illinois
$2.7M +$811K +1,516 +43%
SIC
379
Shoker Investment Counsel
Ohio
$2.69M -$45K -84 -2%
BRWA
380
B. Riley Wealth Advisors
Florida
$2.69M -$8.59K -16 -0.3%
SJIM
381
St. Johns Investment Management
Florida
$2.69M -$2.68K -5 -0.1%
PA
382
PFG Advisors
Arizona
$2.68M -$82.9K -155 -3%
ST
383
Spinnaker Trust
Maine
$2.68M -$39.6K -74 -1%
GHAM
384
Gilman Hill Asset Management
Connecticut
$2.63M -$13.4K -25 -0.5%
MFG
385
Merit Financial Group
Georgia
$2.63M -$41.7K -78 -2%
CWM
386
Connecticut Wealth Management
Connecticut
$2.62M -$27.3K -51 -1%
DT
387
Diversified Trust
Tennessee
$2.61M -$67.4K -126 -3%
MCC
388
Money Concepts Capital
Florida
$2.61M -$89.4K -167 -3%
AMG
389
Asset Management Group
Connecticut
$2.6M +$10.2K +19 +0.4%
SIAP
390
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.6M -$87.2K -163 -3%
MGIA
391
Moneta Group Investment Advisors
Missouri
$2.55M +$34.8K +65 +1%
NEPWA
392
New England Private Wealth Advisors
Massachusetts
$2.53M +$535 +1 +0%
NGA
393
Naples Global Advisors
Florida
$2.51M – – –
PCIA
394
Prime Capital Investment Advisors
Kansas
$2.51M -$1.61K -3 -0.1%
PWP
395
Precedent Wealth Partners
Texas
$2.51M – – –
CAGAS
396
Capital Advisory Group Advisory Services
Minnesota
$2.49M +$34.2K +64 +1%
CC
397
Courier Capital
New York
$2.48M -$107K -200 -4%
IIM
398
InTrack Investment Management
Vermont
$2.47M +$355K +664 +17%
H
399
HoyleCohen
California
$2.45M -$4.28K -8 -0.2%
MWM
400
Meridian Wealth Management
Kentucky
$2.45M +$2.45M +4,580 New
14 15
16
17 18