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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 %
PFA
676
Pettinga Financial Advisors
Indiana
$776K +$17.7K +33 +2%
PBF
677
Petix & Botte Financial
California
$776K +$337K +630 +77%
BWM
678
BigSur Wealth Management
Florida
$773K – – –
FWTB
679
First Western Trust Bank
Colorado
$772K – – –
GC
680
Grimes & Company
Massachusetts
$769K +$20.9K +39 +3%
CWM
681
CCG Wealth Management
California
$769K – – –
V
682
ViaWealth
Kansas
$766K – – –
AIM
683
Aspen Investment Management
Michigan
$765K – – –
CCM
684
Coldstream Capital Management
Washington
$753K – – –
Jane Street
685
Jane Street
New York
$752K +$310K +579 +70%
GFG
686
Greystone Financial Group
Michigan
$751K +$462K +863 +160%
HFP
687
Holistic Financial Partners
Indiana
$750K +$1.07K +2 +0.1%
LG
688
LAM Group
Oregon
$749K – – –
LCM
689
Leisure Capital Management
California
$745K +$1.61K +3 +0.2%
QPWM
690
Quadrant Private Wealth Management
Pennsylvania
$745K – – –
MIG
691
McGuire Investment Group
Rhode Island
$743K -$15K -28 -2%
TCWA
692
Turtle Creek Wealth Advisors
Texas
$742K – – –
BBW
693
Blue Barn Wealth
Utah
$741K +$535 +1 +0.1%
FC
694
FCA Corp
Texas
$738K – – –
RRA
695
Round Rock Advisors
Connecticut
$729K +$1.07K +2 +0.1%
EDRH
696
Edmond de Rothschild Holding
Switzerland
$727K – – –
ZIM
697
Zacks Investment Management
Illinois
$722K +$398K +744 +123%
AWA
698
Arkadios Wealth Advisors
Georgia
$722K -$164K -306 -18%
SRL
699
Scientech Research LLC
New Jersey
$716K +$716K +1,338 New
CIBC World Market
700
CIBC World Market
Ontario, Canada
$715K -$6.42K -12 -0.9%
26 27
28
29 30