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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 %
ME
726
McIlrath & Eck
Washington
$662K – – –
KWM
727
Kaydan Wealth Management
Michigan
$658K – – –
UFAC
728
Urban Financial Advisory Corp
Illinois
$655K +$1.61K +3 +0.2%
Jennison Associates
729
Jennison Associates
New York
$655K +$298K +557 +84%
ST
730
Smithfield Trust
Pennsylvania
$654K -$6.98K -13 -1%
SQA
731
Simon Quick Advisors
New Jersey
$652K – – –
CA
732
CGN Advisors
Kansas
$645K – – –
NB
733
Nicolet Bankshares
Wisconsin
$643K – – –
TCOV
734
Trust Company of Vermont
Vermont
$642K -$8.03K -15 -1%
IAA
735
Independent Advisor Alliance
North Carolina
$642K – – –
ACM
736
Advisors Capital Management
New Jersey
$641K +$53.5K +100 +9%
LSA
737
L & S Advisors
California
$640K +$9.63K +18 +2%
SBIA
738
Sheaff Brock Investment Advisors
Indiana
$637K -$29.4K -55 -4%
DSC
739
Duncker Streett & Co
Missouri
$634K -$5.89K -11 -0.9%
HWM
740
Hohimer Wealth Management
Washington
$633K – – –
RGC
741
Roberts, Glore & Co
Illinois
$629K -$545K -1,019 -46%
EWA
742
Encompass Wealth Advisors
Oregon
$621K – – –
W
743
WorthPointe
California
$620K – – –
WWM
744
Western Wealth Management
Colorado
$616K -$4.28K -8 -0.7%
SIC
745
Samalin Investment Counsel
New York
$614K +$2.68K +5 +0.4%
CIA
746
Capital Investment Advisors
Georgia
$614K -$4.82K -9 -0.8%
WPW
747
Watershed Private Wealth
Illinois
$613K -$279K -522 -31%
OWP
748
Obermeyer Wealth Partners
Colorado
$613K -$17.1K -32 -3%
GAB
749
German American Bancorp
Indiana
$611K – – –
RG
750
Rathbones Group
United Kingdom
$610K – – –
28 29
30
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