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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 %
DADC
776
D.A. Davidson & Co
Montana
$552K -$1.88M -3,518 -77%
SI
777
Stephens Inc
Arkansas
$549K -$9.63K -18 -2%
SWP
778
Strategic Wealth Partners
Ohio
$548K – – –
FFA
779
Farther Finance Advisors
California
$548K +$1.06K +2 +0.2%
BBI
780
Baxter Bros Inc
Connecticut
$547K – – –
FNT
781
First National Trust
Pennsylvania
$547K +$35.3K +66 +7%
FH
782
FWG Holdings
Florida
$545K -$81.5K -146 -13%
WAS
783
Wealth Advisory Solutions
Indiana
$543K -$53.5K -100 -9%
AMBIA
784
Allen Mooney & Barnes Investment Advisors
Georgia
$540K +$535 +1 +0.1%
JFA
785
JNBA Financial Advisors
Minnesota
$537K -$17.7K -33 -3%
CAM
786
CenterStar Asset Management
Illinois
$536K +$113K +211 +27%
DIP
787
DT Investment Partners
Pennsylvania
$536K – – –
DWA
788
Douglass Winthrop Advisors
New York
$535K – – –
GL
789
GHE LLC
Tennessee
$535K – – –
3AM
790
3EDGE Asset Management
Florida
$533K -$166K -310 -24%
PPW
791
Parcion Private Wealth
Washington
$533K -$122K -228 -19%
SMWM
792
Silvia McColl Wealth Management
California
$532K – – –
VBFG
793
Vishria Bird Financial Group
Tennessee
$531K – – –
TWM
794
Tanager Wealth Management
United Kingdom
$531K – – –
CAC
795
Certified Advisory Corp
Florida
$530K -$9.1K -17 -2%
MPI
796
Mairs & Power Inc
Minnesota
$527K +$527K +985 New
AP
797
Appleton Partners
Massachusetts
$525K – – –
BWP
798
BSW Wealth Partners
Colorado
$524K – – –
MHS
799
M Holdings Securities
Oregon
$520K +$520K +973 New
PL
800
Plancorp LLC
Missouri
$518K +$96.3K +180 +23%
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