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 %
PSF
751
Pacific Sun Financial
California
$610K +$10.7K +20 +2%
NHT
752
New Hampshire Trust
New Hampshire
$607K – – –
P
753
&Partners
Tennessee
$607K +$76K +142 +14%
Prudential Financial
754
Prudential Financial
New Jersey
$603K -$273K -510 -31%
PFBT
755
Parkside Financial Bank & Trust
Missouri
$602K – – –
PO
756
Private Ocean
California
$599K – – –
FA
757
Fagan Associates
New York
$597K +$102K +190 +21%
AC
758
Apella Capital
Connecticut
$597K +$3.16K +6 +0.5%
BFG
759
Berger Financial Group
Minnesota
$597K – – –
BFG
760
Bleakley Financial Group
New Jersey
$593K +$23.5K +44 +4%
WA
761
Wealth Architects
California
$590K – – –
SCTC
762
Sanibel Captiva Trust Company
Florida
$589K – – –
BFM
763
Broadview Financial Management
Wisconsin
$588K -$3.21K -6 -0.5%
FZCM
764
Flynn Zito Capital Management
New York
$587K -$103K -193 -15%
LT
765
Legacy Trust
Michigan
$586K – – –
HWA
766
HCR Wealth Advisors
California
$577K +$86.8K +162 +18%
RDWM
767
Red Door Wealth Management
Tennessee
$576K +$111K +208 +24%
MC
768
Miramar Capital
Illinois
$573K – – –
SI
769
Saxon Interests
Texas
$568K +$220K +411 +63%
PIM
770
Progressive Investment Management
Oregon
$566K – – –
FWP
771
FAS Wealth Partners
Kansas
$560K – – –
HIGP
772
Hill Investment Group Partners
Missouri
$558K – – –
IFWM
773
Institute for Wealth Management
Colorado
$556K -$185K -346 -25%
GKIM
774
GW&K Investment Management
Massachusetts
$556K – – –
KOC
775
Koss-Olinger Consulting
Florida
$556K +$134K +250 +32%
29 30
31
32 33