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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 %
NCM
826
Neumann Capital Management
California
$482K -$128K -240 -21%
CP
827
Creekside Partners
California
$474K +$474K +886 New
GIA
828
Gladstone Institutional Advisory
Florida
$473K – – –
SI
829
Seeds Investor
New York
$471K +$471K +881 New
HSA
830
HBK Sorce Advisory
Pennsylvania
$470K -$26.8K -50 -5%
P
831
Pitcairn
Pennsylvania
$470K – – –
LBC
832
Lowe Brockenbrough & Co
Virginia
$468K – – –
MA
833
Mutual Advisors
Nebraska
$467K +$58.9K +105 +14%
BWL
834
Bogart Wealth LLC
Virginia
$467K – – –
Jones Financial Companies
835
Jones Financial Companies
Missouri
$467K +$380K +711 +439%
RC
836
Rovin Capital
Arizona
$467K – – –
VCA
837
Verdence Capital Advisors
Maryland
$466K – – –
EGA
838
Eagle Global Advisors
Texas
$465K +$34.2K +64 +8%
TA
839
TFG Advisers
Michigan
$462K +$19.3K +36 +4%
CFB
840
Cullen/Frost Bankers
Texas
$462K +$2.68K +5 +0.6%
LGWM
841
Litman Gregory Wealth Management
California
$459K – – –
DWM
842
Denver Wealth Management
Colorado
$459K – – –
Fiera Capital (Canada)
843
Fiera Capital (Canada)
Quebec, Canada
$456K – – –
LFAS
844
Level Four Advisory Services
Texas
$455K +$77.6K +145 +21%
CPA
845
Cardiff Park Advisors
California
$455K +$535 +1 +0.1%
FBB
846
Fulton Breakefield Broenniman
Maryland
$455K – – –
IRAG
847
Investment Research & Advisory Group
Georgia
$453K – – –
OIA
848
Optimum Investment Advisors
Illinois
$452K -$5.35K -10 -1%
WA
849
WBH Advisory
Maryland
$452K – – –
NW
850
NewEdge Wealth
Pennsylvania
$449K +$69K +129 +18%
32 33
34
35 36