MDY icon

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 %
CW
551
CreativeOne Wealth
Kansas
$1.21M -$223K -417 -16%
HR
552
Howe & Rusling
New York
$1.2M -$19.3K -36 -2%
CCM
553
Corsair Capital Management
New York
$1.2M -$1.48M -661 -55%
DWT
554
Dorsey & Whitney Trust
South Dakota
$1.2M – – –
ZF
555
Zhang Financial
Michigan
$1.19M – – –
WF
556
Warner Financial
Maryland
$1.19M +$19.8K +37 +2%
LWM
557
Lyell Wealth Management
California
$1.18M -$49.2K -92 -4%
LA
558
LM Advisors
California
$1.18M +$11.2K +21 +1%
ZB
559
Zions Bancorporation
Utah
$1.18M -$204K -382 -15%
SWA
560
Stratos Wealth Advisors
Ohio
$1.16M -$3.75K -7 -0.3%
FPGT
561
Financial Partners Group (Tennessee)
Tennessee
$1.16M – – –
PFG
562
Pacific Financial Group
Washington
$1.16M -$5.35K -10 -0.5%
9WM
563
9258 Wealth Management
Ohio
$1.15M -$41.2K -77 -3%
CRWM
564
Castle Rock Wealth Management
California
$1.15M +$41.9K +79 +4%
WWP
565
Walden Wealth Partners
Ohio
$1.14M – – –
GVAG
566
Great Valley Advisor Group
Delaware
$1.13M -$23.5K -44 -2%
GFP
567
Gryphon Financial Partners
Ohio
$1.13M -$3.75K -7 -0.3%
MOS
568
MGO One Seven
Ohio
$1.12M +$38K +71 +3%
FRA
569
Frank Rimerman Advisors
California
$1.12M – – –
TFG
570
Taylor Financial Group
Virginia
$1.12M – – –
BOH
571
Bank of Hawaii
Hawaii
$1.12M – – –
BMC
572
Bear Mountain Capital
Washington
$1.11M – – –
APA
573
Astoria Portfolio Advisors
New York
$1.11M – – –
BSA
574
Braun Stacey Associates
New York
$1.11M -$129K -241 -10%
BJL
575
Brighton Jones LLC
Washington
$1.1M +$223K +417 +26%
21 22
23
24 25