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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 %
WPA
401
West Paces Advisors
Georgia
$2.44M -$1.07K -2 -0%
TVWM
402
Tower View Wealth Management
Wisconsin
$2.44M +$84.5K +158 +4%
IAS
403
Insigneo Advisory Services
Florida
$2.42M -$820K -1,566 -25%
WAG
404
Winthrop Advisory Group
Massachusetts
$2.41M – – –
EPA
405
Element Pointe Advisors
Florida
$2.41M – – –
GL
406
Graypoint LLC
New York
$2.41M – – –
DTC
407
Davidson Trust Company
Washington
$2.41M – – –
RWP
408
RWA Wealth Partners
Massachusetts
$2.4M -$447K -835 -16%
EW
409
Element Wealth
Mississippi
$2.4M +$78.1K +146 +3%
SFMG
410
Sage Financial Management Group
Virginia
$2.39M -$29.4K -55 -1%
VWM
411
Venturi Wealth Management
Texas
$2.37M – – –
CT
412
Coastline Trust
Rhode Island
$2.33M -$77.6K -145 -3%
VC
413
Veracity Capital
Georgia
$2.33M – – –
BFG
414
Baron Financial Group
New Jersey
$2.3M -$58.3K -109 -2%
ZIC
415
ZWJ Investment Counsel
Georgia
$2.29M +$43.3K +81 +2%
T. Rowe Price Associates
416
T. Rowe Price Associates
Maryland
$2.27M +$1.35M +2,528 +147%
TWC
417
TD Waterhouse Canada
Ontario, Canada
$2.25M +$182K +343 +9%
SIC
418
Salem Investment Counselors
North Carolina
$2.25M – – –
LSAG
419
Lake Street Advisors Group
New Hampshire
$2.25M +$161K +300 +8%
WCM
420
WealthBridge Capital Management
Ohio
$2.24M +$99K +185 +5%
WIC
421
Whitegate Investment Counselors
New Hampshire
$2.22M – – –
KWM
422
Kingsview Wealth Management
Oregon
$2.22M +$13.4K +25 +0.6%
TPW
423
Transatlantique Private Wealth
New York
$2.21M -$2.68K -5 -0.1%
LWM
424
Lionsbridge Wealth Management
Florida
$2.2M -$900K -1,682 -29%
UB
425
UMB Bank
Missouri
$2.19M – – –
15 16
17
18 19