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 %
ES
851
Eagle Strategies
New York
$449K +$449K +839 New
HIM
852
Harbour Investment Management
Washington
$448K – – –
SIC
853
Sigma Investment Counselors
Michigan
$446K – – –
PTP
854
Platform Technology Partners
New York
$441K +$441K +825 New
WIC
855
Woodmont Investment Counsel
Tennessee
$441K +$6.42K +12 +1%
SCM
856
Seascape Capital Management
New Hampshire
$438K – – –
CAL
857
Capital Advisors Ltd
Ohio
$438K – – –
MAM
858
Milestone Asset Management
Pennsylvania
$437K +$237K +443 +119%
OS
859
Objectivity Squared
South Carolina
$436K +$569 +1 +0.1%
FIA
860
Foundations Investment Advisors
Arizona
$435K +$21.9K +41 +5%
WA
861
WP Advisors
California
$435K -$55.1K -103 -11%
MAM
862
Marquette Asset Management
Minnesota
$428K – – –
CK
863
Cohen Klingenstein
New York
$428K – – –
AC
864
Abbrea Capital
California
$428K – – –
AIP
865
Almanack Investment Partners
Pennsylvania
$428K – – –
REMPR
866
Roof Eidam Maycock Peralta (REMP)
California
$427K – – –
LIA
867
LS Investment Advisors
Michigan
$427K – – –
TCBWMS
868
Texas Capital Bank Wealth Management Services
Texas
$426K – – –
RW
869
REDW Wealth
New Mexico
$426K +$1.07K +2 +0.3%
BMCM
870
Bryn Mawr Capital Management
Pennsylvania
$425K -$21.4K -40 -5%
LWL
871
Leo Wealth LLC
Texas
$424K -$40.1K -75 -9%
OCM
872
Orleans Capital Management
Louisiana
$423K +$423K +791 New
RSA
873
River Street Advisors
Illinois
$421K +$227K +425 +117%
BA
874
Brightwater Advisory
Florida
$420K +$62.1K +116 +17%
TAM
875
Titleist Asset Management
Texas
$420K – – –
33 34
35
36 37