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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 %
PWM
576
Peterson Wealth Management
Nevada
$1.09M -$81.9K -153 -7%
JWA
577
JFS Wealth Advisors
Pennsylvania
$1.09M +$82.9K +155 +8%
CHAM
578
Clear Harbor Asset Management
Connecticut
$1.09M – – –
LJAC
579
L.J. Altfest & Co
New York
$1.09M -$214K -400 -16%
SCM
580
SOL Capital Management
Maryland
$1.08M -$17.1K -32 -2%
FNBOMD
581
First National Bank of Mount Dora
Florida
$1.07M -$8.03K -15 -0.7%
BFS
582
Bradley Foster & Sargent
Connecticut
$1.07M -$51.4K -96 -5%
NCM
583
NCM Capital Management
New Jersey
$1.06M – – –
MIAS
584
Mason Investment Advisory Services
Virginia
$1.06M +$2.14K +4 +0.2%
BFA
585
Bill Few Associates
Pennsylvania
$1.06M – – –
FFG
586
Frisch Financial Group
New York
$1.06M +$2.14K +4 +0.2%
WPC
587
White Pine Capital
Minnesota
$1.05M -$91K -170 -8%
FWM
588
Forza Wealth Management
Florida
$1.05M – – –
GWS
589
Glassman Wealth Services
Virginia
$1.05M -$50.3K -94 -5%
EAM
590
Evanson Asset Management
California
$1.04M +$1.61K +3 +0.2%
MWM
591
Maltin Wealth Management
New Jersey
$1.04M +$1.61K +3 +0.2%
PWW
592
Pettyjohn Wood & White
Virginia
$1.04M +$1.04M +1,935 New
EWP
593
Elevation Wealth Partners
California
$1.03M -$1.07K -2 -0.1%
CSIC
594
Clifford Swan Investment Counsel
California
$1.03M -$17.1K -32 -2%
UBV
595
United Bank (Virginia)
Virginia
$1.03M -$109K -203 -10%
ACA
596
American Capital Advisory
Idaho
$1.02M +$171K +337 +20%
TF
597
Tompkins Financial
New York
$1.02M – – –
SFG
598
Sovereign Financial Group
Connecticut
$1.02M -$781K -1,459 -43%
AWM
599
Axxcess Wealth Management
California
$1.02M -$18.2K -34 -2%
SL
600
SFM LLC
New Hampshire
$1.02M +$16.6K +31 +2%
22 23
24
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