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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 %
S
601
Sachetta
Massachusetts
$1.01M -$138K -245 -12%
PWG
602
Private Wealth Group
Florida
$1.01M – – –
CPBTD
603
Central Pacific Bank - Trust Division
Hawaii
$1M +$511K +955 +104%
CCWM
604
Cassaday & Co Wealth Management
Virginia
$1M – – –
CIA
605
Choate Investment Advisors
Massachusetts
$996K -$58.9K -110 -6%
STA
606
Summit Trail Advisors
New York
$995K -$5.91K -11 -0.6%
SCM
607
Sebold Capital Management
Illinois
$988K -$54.6K -102 -5%
PP
608
Prosperity Planning
Missouri
$987K -$5.89K -11 -0.6%
BFA
609
Beacon Financial Advisory
Ohio
$986K +$34.2K +64 +4%
FA
610
FF Advisors
California
$985K – – –
AMCA
611
Arthur M. Cohen & Associates
Illinois
$971K +$533 +1 +0.1%
PVI
612
Pine Valley Investments
New Jersey
$969K +$536 +1 +0.1%
GWP
613
Gen-Wealth Partners
Michigan
$964K +$92K +172 +11%
PCM
614
Parsons Capital Management
Rhode Island
$962K +$3.75K +7 +0.4%
CB
615
Cadence Bank
Mississippi
$960K -$18.7K -35 -2%
LC
616
LCNB Corp
Ohio
$958K -$74.9K -140 -7%
DIA
617
Dana Investment Advisors
Wisconsin
$948K -$1.07K -2 -0.1%
SWC
618
Spectrum Wealth Counsel
Indiana
$945K -$339K -633 -26%
HH
619
Hilltop Holdings
Texas
$942K +$85.6K +160 +10%
JAG
620
Journey Advisory Group
Kentucky
$940K +$2.14K +4 +0.2%
DS
621
DRW Securities
Illinois
$934K +$934K +1,746 New
LA
622
Lynch & Associates
Indiana
$931K – – –
CWC
623
Carolinas Wealth Consulting
North Carolina
$930K +$535 +1 +0.1%
AP
624
Adero Partners
California
$928K – – –
RAS
625
RPS Advisory Solutions
Kentucky
$927K +$927K +1,732 New
23 24
25
26 27