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 %
V
651
VeraBank
Texas
$827K – – –
FSA
652
Financial Services Advisory
Maryland
$825K -$723K -1,352 -47%
USWIA
653
UP Strategic Wealth Investment Advisors
Pennsylvania
$822K -$8.03K -15 -1%
BCA
654
Bay Colony Advisors
Massachusetts
$822K -$5.89K -11 -0.7%
TW
655
TritonPoint Wealth
Maryland
$822K – – –
TSS
656
Two Sigma Securities
New York
$821K -$965K -1,803 -54%
AMM
657
American Money Management
California
$821K – – –
CCA
658
Carrera Capital Advisors
Michigan
$818K +$818K +1,524 New
ALWM
659
Andrews Lucia Wealth Management
California
$817K – – –
SA
660
Strategic Advisors
New York
$817K +$238K +444 +41%
OFG
661
Omega Financial Group
California
$814K -$5.35K -10 -0.7%
IWC
662
Integrated Wealth Concepts
Massachusetts
$813K -$9.63K -18 -1%
SFB
663
STAR Financial Bank
Indiana
$811K -$251K -470 -24%
VIM
664
Vista Investment Management
Pennsylvania
$809K – – –
RCS
665
Retirement Capital Strategies
California
$804K – – –
TW
666
TrinityPoint Wealth
Connecticut
$803K +$297K +556 +59%
CAG
667
Crestwood Advisors Group
Massachusetts
$795K -$43.9K -82 -5%
BB
668
Bell Bank
North Dakota
$795K – – –
GPI
669
General Partner Inc
Pennsylvania
$794K – – –
CWM
670
Cornerstone Wealth Management
Missouri
$789K -$20.9K -39 -3%
PA
671
Procyon Advisors
Connecticut
$787K -$53K -99 -6%
MWA
672
Midland Wealth Advisors
Illinois
$784K -$110K -206 -12%
TVAMP
673
Tennessee Valley Asset Management Partners
Tennessee
$784K -$2.14K -4 -0.3%
RCP
674
Rothschild Capital Partners
New York
$782K +$782K +1,462 New
TI
675
Truepoint Inc
Ohio
$778K -$224K -418 -22%
25 26
27
28 29