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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 %
VVP
701
Venture Visionary Partners
Ohio
$713K +$713K +1,333 New
HAM
702
Harmony Asset Management
Arizona
$711K -$107K -200 -13%
SFA
703
Sequoia Financial Advisors
Ohio
$706K -$10.7K -20 -1%
EG
704
Ellerson Group
Maryland
$702K – – –
EWA
705
Exencial Wealth Advisors
Oklahoma
$699K – – –
SPWM
706
Schrum Private Wealth Management
Florida
$695K – – –
WP
707
WealthPLAN Partners
Nebraska
$693K -$23K -43 -3%
MAG
708
M3 Advisory Group
Massachusetts
$691K +$50.8K +95 +8%
UWPG
709
Ullmann Wealth Partners Group
Florida
$689K +$689K +1,288 New
HP
710
Hyperion Partners
Pennsylvania
$688K +$1.61K +3 +0.2%
RWA
711
River Wealth Advisors
Pennsylvania
$686K – – –
OCM
712
One Capital Management
California
$685K +$302K +565 +79%
SA
713
SpiderRock Advisors
Delaware
$685K +$685K +1,280 New
SAM
714
Seelaus Asset Management
New Jersey
$684K -$8.03K -15 -1%
SMH
715
Sanders Morris Harris
Texas
$682K – – –
GWM
716
GSB Wealth Management
Connecticut
$682K – – –
PNC
717
Park National Corp
Ohio
$680K -$111K -207 -14%
TWA
718
TCI Wealth Advisors
Arizona
$678K – – –
OWM
719
Orgel Wealth Management
Wisconsin
$678K +$33.7K +63 +5%
CWM
720
Congress Wealth Management
Massachusetts
$676K +$27.3K +51 +4%
AT
721
Avalon Trust
New Mexico
$671K – – –
BBA
722
BLB&B Advisors
Pennsylvania
$669K -$13.4K -25 -2%
SPP
723
Single Point Partners
Massachusetts
$668K – – –
NIM
724
Nicollet Investment Management
Minnesota
$666K – – –
KCM
725
Kanawha Capital Management
Virginia
$665K +$26.8K +50 +4%
27 28
29
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