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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 %
MWM
626
Marion Wealth Management
Pennsylvania
$917K +$158K +295 +21%
ONST
627
Old North State Trust
North Carolina
$916K – – –
AWA
628
Acorn Wealth Advisors
Michigan
$914K +$77.6K +145 +9%
MKC
629
M. Kraus & Co
Vermont
$910K – – –
MC
630
Moors & Cabot
Massachusetts
$904K -$51.9K -97 -5%
NRG
631
Nemes Rush Group
Michigan
$900K +$2.68K +5 +0.3%
LSIA
632
LaSalle St. Investment Advisors
Illinois
$892K -$105K -196 -11%
LPT
633
Legacy Private Trust
Wisconsin
$891K – – –
PMFA
634
Plante Moran Financial Advisors
Michigan
$889K +$102K +190 +13%
SAM
635
Sawgrass Asset Management
Florida
$886K – – –
QCG
636
Quadrant Capital Group
Ohio
$883K – – –
RT
637
Rockland Trust
Massachusetts
$882K -$10.2K -19 -1%
DFA
638
Davies Financial Advisors
California
$866K +$866K +1,618 New
GCM
639
Gator Capital Management
Florida
$865K +$4.82K +9 +0.6%
AI
640
Accredited Investors
Minnesota
$861K +$321K +600 +60%
AA
641
Alesco Advisors
New York
$858K – – –
HCM
642
Howland Capital Management
Massachusetts
$858K – – –
BCI
643
Brinker Capital Investments
Pennsylvania
$856K +$81.8K +153 +11%
OPS
644
Orion Portfolio Solutions
Nebraska
$856K +$81.8K +153 +11%
HF
645
Halpern Financial
Virginia
$852K – – –
MCM
646
MontVue Capital Management
Virginia
$844K +$215K +402 +34%
RFA
647
RTD Financial Advisors
Pennsylvania
$835K – – –
CFP
648
Cascade Financial Partners
California
$832K -$23K -43 -3%
LRIC
649
Long Road Investment Counsel
Michigan
$832K +$294K +550 +55%
HPC
650
HM Payson & Co
Maine
$828K -$67.4K -126 -8%
24 25
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