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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 %
MC
801
Maren Capital
Illinois
$516K – – –
WP
802
WealthShield Partners
North Carolina
$510K – – –
EWM
803
Empirical Wealth Management
Washington
$508K +$29.4K +55 +6%
SP
804
Stablepoint Partners
Massachusetts
$506K +$3.36K +6 +0.7%
WSFS
805
Wilmington Savings Fund Society
Delaware
$504K – – –
GLA
806
Great Lakes Advisors
Illinois
$503K +$91.5K +171 +22%
MCP
807
Mirador Capital Partners
California
$503K -$27.3K -51 -5%
CCM
808
Canal Capital Management
Virginia
$502K – – –
AFO
809
Arrowroot Family Office
California
$500K -$42.3K -79 -8%
CGPCS
810
Capital Group Private Client Services
California
$497K +$69.6K +130 +16%
GC
811
Gratus Capital
Georgia
$497K -$535 -1 -0.1%
GT
812
Glenview Trust
Kentucky
$495K -$10.7K -20 -2%
FIC
813
FCG Investment Company
Tennessee
$495K +$107K +200 +28%
BCM
814
Bayesian Capital Management
New York
$494K +$494K +924 New
BFA
815
Bragg Financial Advisors
North Carolina
$493K -$27.8K -52 -5%
TAM
816
Trillium Asset Management
Massachusetts
$492K – – –
OSAM
817
O'Shaughnessy Asset Management
Connecticut
$492K -$57.8K -108 -11%
RWM
818
Rockline Wealth Management
New York
$491K +$491K +918 New
FBFS
819
First Business Financial Services
Wisconsin
$491K – – –
CIS
820
Connors Investor Services
Pennsylvania
$490K – – –
FA
821
Fiduciary Alliance
South Carolina
$486K +$17K +32 +4%
FCCM
822
First City Capital Management
Georgia
$485K +$485K +907 New
SFG
823
SevenBridge Financial Group
Pennsylvania
$485K – – –
MMPW
824
Mitchell McLeod Pugh & Williams
Alabama
$484K – – –
VPP
825
Vertex Planning Partners
Illinois
$482K – – –
31 32
33
34 35