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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 %
SWM
526
Spire Wealth Management
Virginia
$1.34M +$44.9K +84 +3%
CI
527
CX Institutional
Indiana
$1.33M – – –
EWA
528
EverSource Wealth Advisors
Alabama
$1.33M -$328K -579 -20%
MC
529
Middleton & Co
Massachusetts
$1.31M -$5.35K -10 -0.4%
TI
530
Trexquant Investment
Connecticut
$1.31M +$241K +451 +23%
SWA
531
SOA Wealth Advisors
New York
$1.31M -$71.7K -134 -5%
CW
532
CIC Wealth
Maryland
$1.3M -$2.68K -5 -0.2%
EB
533
Emprise Bank
Kansas
$1.3M -$129K -241 -9%
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$1.29M -$5.35K -10 -0.4%
GAG
535
GM Advisory Group
New York
$1.29M -$335K -627 -21%
BCM
536
Becker Capital Management
Oregon
$1.29M +$51.6K +96 +4%
CAM
537
Cozad Asset Management
Illinois
$1.29M – – –
MBT
538
Montecito Bank & Trust
California
$1.29M – – –
SW
539
Simplicity Wealth
New Jersey
$1.28M -$5.89K -11 -0.5%
FA
540
Fiducient Advisors
Illinois
$1.28M +$1.28M +2,386 New
CSS
541
Cubist Systematic Strategies
Connecticut
$1.26M +$1.26M +2,360 New
BBNA
542
Bremer Bank National Association
Minnesota
$1.26M -$122K -228 -9%
TA
543
TruWealth Advisors
Louisiana
$1.24M – – –
FMWA
544
Forvis Mazars Wealth Advisors
Missouri
$1.23M – – –
DAS
545
Dynamic Advisor Solutions
Arizona
$1.23M +$141K +263 +13%
WS
546
Wedbush Securities
California
$1.23M +$19.3K +36 +2%
FCP
547
Fidelis Capital Partners
Florida
$1.22M -$35.2K -67 -3%
AIP
548
ARS Investment Partners
New York
$1.22M +$3.21K +6 +0.3%
ACM
549
Allred Capital Management
Texas
$1.21M – – –
SL
550
Sentinus LLC
Illinois
$1.21M -$10.2K -19 -0.8%
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