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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 %
RWP
426
Revolve Wealth Partners
New Jersey
$2.16M – – –
CA
427
CoreCap Advisors
Michigan
$2.15M +$1.78M +3,318 +469%
HFW
428
Horizon Family Wealth
Illinois
$2.14M +$535 +1 +0%
NAS
429
Nicolet Advisory Services
Wisconsin
$2.12M +$3.2K +6 +0.2%
SIA
430
Soltis Investment Advisors
Utah
$2.12M -$5.89K -11 -0.3%
CIAS
431
Capital Investment Advisory Services
North Carolina
$2.12M +$716K +1,338 +51%
CS
432
Crescent Sterling
Louisiana
$2.09M +$74.9K +140 +4%
CA
433
Cambridge Advisors
Nebraska
$2.08M -$80.3K -150 -4%
WB
434
WesBanco Bank
West Virginia
$2.07M +$299K +559 +17%
IFS
435
Intelligent Financial Strategies
Minnesota
$2.07M – – –
AIFAIM
436
American Institute for Advanced Investment Management
Arizona
$2.06M – – –
EIA
437
Eldridge Investment Advisors
New Hampshire
$2.06M -$38K -71 -2%
CG
438
Caprock Group
Idaho
$2.05M -$1.61K -3 -0.1%
TPCW
439
TD Private Client Wealth
New York
$2.05M -$48.2K -90 -2%
LWA
440
Lowe Wealth Advisors
Maryland
$2.04M -$26.8K -50 -1%
PTC
441
Private Trust Company
Ohio
$2.04M -$590K -1,102 -22%
FFN
442
Focus Financial Network
Minnesota
$2.03M +$561 +1 +0%
NP
443
NorthRock Partners
Minnesota
$2.02M -$181K -338 -8%
ATFA
444
All Terrain Financial Advisors
Minnesota
$2.01M – – –
OSNBOA
445
Old Second National Bank of Aurora
Illinois
$2M -$123K -229 -6%
LC
446
Lindbrook Capital
California
$1.97M -$96.3K -180 -5%
QPW
447
Quantum Private Wealth
Florida
$1.96M – – –
BBWP
448
Beacon Bridge Wealth Partners
Pennsylvania
$1.95M +$150K +281 +8%
EE
449
EWG Elevate
California
$1.95M +$1.95M +3,639 New
FTWA
450
Fifth Third Wealth Advisors
Ohio
$1.94M +$1.09M +2,040 +128%
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