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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 %
DSN
876
D. Scott Neal
Kentucky
$419K – – –
AA
877
Ancora Advisors
Ohio
$419K -$39.6K -74 -9%
NDSI
878
Newman Dignan & Sheerar Inc
Rhode Island
$418K – – –
MTIC
879
Missouri Trust & Investment Company
Missouri
$418K – – –
ACM
880
Ayrshire Capital Management
Connecticut
$417K -$5.35K -10 -1%
SPFA
881
Summit Place Financial Advisors
New Jersey
$417K – – –
ACM
882
Ardent Capital Management
Ohio
$417K – – –
RSWM
883
Robertson Stephens Wealth Management
California
$415K -$776K -1,445 -65%
BWCS
884
Beirne Wealth Consulting Services
Connecticut
$415K +$9.14K +17 +2%
LA
885
Lifeworks Advisors
Michigan
$415K -$20.9K -39 -5%
WA
886
Wealth Alliance
New York
$414K +$57.8K +108 +16%
BIC
887
Beach Investment Counsel
Pennsylvania
$412K – – –
MC
888
McCarthy & Cox
Ohio
$405K +$535 +1 +0.1%
BTI
889
Blue Trust Inc
Georgia
$405K – – –
VFA
890
Valeo Financial Advisors
Indiana
$404K – – –
Marshall Wace
891
Marshall Wace
United Kingdom
$402K +$402K +752 New
CT
892
Colonial Trust
South Carolina
$400K – – –
RB
893
Rodgers Brothers
Pennsylvania
$400K – – –
OAS
894
Optivise Advisory Services
Tennessee
$400K +$400K +748 New
CCMG
895
Clark Capital Management Group
Pennsylvania
$400K -$21.4K -40 -5%
OWA
896
Octavia Wealth Advisors
Ohio
$400K +$2.15K +4 +0.5%
HCMG
897
Howard Capital Management Group
California
$399K – – –
PTB
898
Pioneer Trust Bank
Oregon
$398K -$4.82K -9 -1%
SG
899
StoneX Group
New York
$397K +$3.76K +7 +1%
JWBC
900
John W. Brooker & Co
California
$392K – – –
34 35
36
37 38