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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

1,287 hedge funds and large institutions have $13.1B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 346 increasing their positions, 426 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 81

1% less funds holding

Funds holding: 1,294 → 1,287 (-7)

1.06% less ownership

Funds ownership: 62.74% → 61.68% (-1.1%)

6% less capital invested

Capital invested by funds: $14B → $13.1B (-$876M)

11% less funds holding in top 10

Funds holding in top 10: 65 → 58 (-7)

19% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 426

30% less call options, than puts

Call options by funds: $155M | Put options by funds: $223M

Holders
1,287
Holders Change
-7
Holders Change %
-0.54%
% of All Funds
18.59%
Holding in Top 10
58
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.77%
% of All Funds
0.84%
New
86
Increased
346
Reduced
426
Closed
81
Calls
$155M
Puts
$223M
Net Calls
-$67.6M
Net Calls Change
+$37M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$127M
2
UFF
USA Financial Formulas
Michigan
+$71M
3
MWM
Modern Wealth Management
Kansas
+$41M
4
CM
Cercano Management
Washington
+$39.4M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$34.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$262M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$240M
3
Citigroup
Citigroup
New York
-$78.2M
4
Goldman Sachs
Goldman Sachs
New York
-$46.1M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$29.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
901
Clark Capital Management Group
Pennsylvania
$400K -$21.5K -40 -5%
OWA
902
Octavia Wealth Advisors
Ohio
$400K +$2.15K +4 +0.5%
HCMG
903
Howard Capital Management Group
California
$399K – – –
PTB
904
Pioneer Trust Bank
Oregon
$398K -$4.84K -9 -1%
SG
905
StoneX Group
New York
$397K +$3.76K +7 +1%
JWBC
906
John W. Brooker & Co
California
$392K – – –
NWM
907
Napa Wealth Management
California
$391K -$10.8K -20 -3%
UFA
908
US Financial Advisors
Massachusetts
$388K – – –
TRIA
909
Trail Ridge Investment Advisors
Colorado
$387K -$17.2K -32 -4%
BCM
910
Brookstone Capital Management
Illinois
$385K -$72.6K -135 -16%
AFG
911
Atomi Financial Group
New York
$381K +$67.8K +126 +21%
LNB
912
Ledyard National Bank
$379K -$75.8K -141 -17%
RPCONE
913
Retirement Planning Company of New England
Rhode Island
$378K – – –
SAM
914
S.A. Mason
Michigan
$378K – – –
BAMG
915
Brand Asset Management Group
Missouri
$377K – – –
AWM
916
Aberdeen Wealth Management
Illinois
$375K – – –
BFG
917
Bouchey Financial Group
New York
$375K – – –
NSAM
918
North Star Asset Management
Wisconsin
$375K – – –
CFS
919
Commonwealth Financial Services
West Virginia
$373K +$538 +1 +0.1%
CAM
920
Carret Asset Management
New York
$372K – – –
S
921
Sunpointe
Missouri
$371K +$372K +691 New
AIM
922
Arcadia Investment Management
Michigan
$370K +$188K +350 +102%
JFG
923
JDM Financial Group
Texas
$369K – – –
BHWM
924
Bar Harbor Wealth Management
New Hampshire
$367K – – –
QCM
925
Quantinno Capital Management
New York
$365K – – –
35 36
37
38 39

MDY Hedge Fund Activity: Q2 2024 in Review

1,287 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2024, worth a combined $13.1B — down 6.3% from $14B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MDY positions and 81 closed out — a net gain of 5 holders — while 346 added to existing stakes and 426 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $127M. The largest seller was Morgan Stanley, cutting an estimated $262M.

  • 1,287 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2024, down from 1,294 in Q1 2024.
  • Funds reported $13.1B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 86 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2024 and 81 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2024 was Strategic Financial Concepts, an estimated $127M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2024 was Morgan Stanley, an estimated $262M sold.

Based on aggregated 13F filings for Q2 2024.