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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 %
CCA
926
Clearwater Capital Advisors
Illinois
$351K – – –
CS
927
Cannell & Spears
New York
$350K -$23K -43 -6%
FFB
928
First Financial Bankshares
Texas
$350K – – –
RA
929
Ruggaard & Associates
Ohio
$348K – – –
MPW
930
Monterey Private Wealth
California
$347K – – –
BTW
931
Boston Trust Walden
Massachusetts
$345K – – –
QCM
932
QRG Capital Management
Illinois
$345K +$78.7K +147 +30%
GPA
933
Guidance Point Advisors
Massachusetts
$344K +$2.14K +4 +0.6%
PI
934
PFG Investments
New York
$342K – – –
MWM
935
Mission Wealth Management
California
$341K +$38.5K +72 +13%
ACA
936
Anchor Capital Advisors
Massachusetts
$340K – – –
CWA
937
CM Wealth Advisors
Ohio
$338K – – –
MW
938
Members Wealth
Pennsylvania
$337K +$337K +583 New
FPW
939
Flagship Private Wealth
Massachusetts
$337K -$20.3K -38 -6%
RA
940
Rise Advisors
New York
$336K -$3.21K -6 -0.9%
CFS
941
CRA Financial Services
New Jersey
$334K – – –
RAM
942
Riggs Asset Management
Pennsylvania
$333K – – –
TDC
943
Thompson Davis & Co
Virginia
$333K – – –
PA
944
Parallel Advisors
California
$332K -$19.8K -37 -6%
CA
945
Cortland Associates
Missouri
$329K – – –
SC
946
Sapient Capital
Indiana
$329K – – –
SAG
947
Spotlight Asset Group
Illinois
$328K -$2.68K -5 -0.8%
UCB
948
United Community Bank
South Carolina
$327K -$37.5K -70 -10%
PS
949
Principal Securities
Iowa
$327K +$15K +28 +5%
IWM
950
IHT Wealth Management
Illinois
$324K -$11.2K -21 -3%
36 37
38
39 40