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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
+$39.3M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$34M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$30.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$261M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$239M
3
Citigroup
Citigroup
New York
-$77.9M
4
Goldman Sachs
Goldman Sachs
New York
-$45.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
501
Stratos Wealth Partners
Ohio
$1.46M +$29.4K +55 +2%
GAM
502
GEM Asset Management
Michigan
$1.46M – – –
Thrivent Financial for Lutherans
503
Thrivent Financial for Lutherans
Minnesota
$1.46M +$201K +376 +16%
SCM
504
Saxony Capital Management
Missouri
$1.43M +$1.43M +2,677 New
WCM
505
Wunderlich Capital Managemnt
Tennessee
$1.43M -$63.7K -119 -4%
OWA
506
ORBA Wealth Advisors
Illinois
$1.42M -$53.5K -100 -4%
OPCM
507
Osborne Partners Capital Management
California
$1.41M -$46.6K -87 -3%
HFA
508
High Falls Advisors
New York
$1.41M – – –
MCM
509
Manchester Capital Management
Vermont
$1.41M -$161K -300 -10%
DI
510
Disciplined Investments
Oklahoma
$1.4M -$23.5K -44 -2%
APP
511
Avantax Planning Partners
Iowa
$1.4M -$244K -456 -15%
MHIC
512
Marble Harbor Investment Counsel
Massachusetts
$1.39M – – –
TH
513
TCTC Holdings
Texas
$1.39M – – –
VA
514
Valmark Advisers
Ohio
$1.38M +$363K +678 +36%
FFS
515
Founders Financial Securities
Maryland
$1.38M -$9.1K -17 -0.7%
NAM
516
NorthCrest Asset Manangement
Minnesota
$1.37M +$22.5K +42 +2%
AAS
517
Ameritas Advisory Services
Nebraska
$1.37M +$106K +198 +8%
BFA
518
Beaumont Financial Advisors
Massachusetts
$1.36M -$11.2K -21 -0.8%
BAAM
519
Baker Avenue Asset Management
California
$1.35M +$64.2K +120 +5%
HI
520
Horizon Investments
North Carolina
$1.35M -$22.5K -42 -2%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$1.35M +$817K +1,527 +153%
MLL
522
Moody Lynn & Lieberson
Massachusetts
$1.35M – – –
FNWM
523
Financial Network Wealth Management
Utah
$1.34M +$1.34M +2,500 New
TCM
524
Triumph Capital Management
Colorado
$1.34M +$73.6K +137 +6%
ATI
525
ARK & TLK Investments
Oklahoma
$1.34M – – –
19 20
21
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