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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 %
NWM
901
Napa Wealth Management
California
$391K -$10.7K -20 -3%
UFA
902
US Financial Advisors
Massachusetts
$388K – – –
TRIA
903
Trail Ridge Investment Advisors
Colorado
$387K -$17.1K -32 -4%
BCM
904
Brookstone Capital Management
Illinois
$385K -$75.7K -135 -16%
AFG
905
Atomi Financial Group
New York
$381K +$67.4K +126 +21%
LNB
906
Ledyard National Bank
$379K -$75.4K -141 -17%
RPCONE
907
Retirement Planning Company of New England
Rhode Island
$378K – – –
SAM
908
S.A. Mason
Michigan
$378K – – –
BAMG
909
Brand Asset Management Group
Missouri
$377K – – –
AWM
910
Aberdeen Wealth Management
Illinois
$375K – – –
BFG
911
Bouchey Financial Group
New York
$375K – – –
NSAM
912
North Star Asset Management
Wisconsin
$375K – – –
CFS
913
Commonwealth Financial Services
West Virginia
$373K +$531 +1 +0.1%
CAM
914
Carret Asset Management
New York
$372K – – –
S
915
Sunpointe
Missouri
$371K +$371K +691 New
AIM
916
Arcadia Investment Management
Michigan
$370K +$187K +350 +102%
JFG
917
JDM Financial Group
Texas
$369K – – –
BHWM
918
Bar Harbor Wealth Management
New Hampshire
$367K – – –
QCM
919
Quantinno Capital Management
New York
$365K – – –
FMII
920
Farmers & Merchants Investments Inc
Nebraska
$361K – – –
OCM
921
Orion Capital Management
California
$360K -$5.35K -10 -1%
PAMG
922
Patton Albertson Miller Group
Tennessee
$357K – – –
RCAG
923
Rehmann Capital Advisory Group
Michigan
$355K – – –
HWA
924
Heartwood Wealth Advisors
Virginia
$354K – – –
BFC
925
Bedel Financial Consulting
Indiana
$352K – – –
35 36
37
38 39