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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 %
SI
951
Shaker Investments
Ohio
$323K +$535 +1 +0.2%
BW
952
Bison Wealth
Georgia
$321K – – –
SFC
953
SYM Financial Corp
Indiana
$321K – – –
SFI
954
SPC Financial Inc
Maryland
$321K – – –
TWM
955
TriaGen Wealth Management
California
$321K – – –
ACA
956
Aptus Capital Advisors
Alabama
$317K -$26.8K -50 -8%
NCM
957
Novare Capital Management
North Carolina
$316K -$37.5K -70 -11%
WDL
958
Well Done LLC
Michigan
$316K – – –
CFS
959
Coordinated Financial Services
Colorado
$315K – – –
VWA
960
Visionary Wealth Advisors
Illinois
$315K – – –
BI
961
Berkeley Inc
Idaho
$314K -$53.5K -100 -15%
ACM
962
AlphaStar Capital Management
North Carolina
$311K – – –
FFM
963
Forum Financial Management
Illinois
$310K – – –
MWM
964
Merriman Wealth Management
Washington
$310K – – –
TPI
965
Trust Point Inc
Wisconsin
$308K -$6.42K -12 -2%
HIG
966
Heritage Investment Group
Florida
$308K – – –
E
967
ETFidea
New York
$308K – – –
LFS
968
Legacy Financial Strategies
Kansas
$307K – – –
AR
969
Apeiron RIA
Texas
$307K +$57.8K +108 +23%
XT
970
XTX Topco
Cayman Islands
$306K +$306K +572 New
DAC
971
Dividend Assets Capital
South Carolina
$306K – – –
PCMK
972
Paragon Capital Management (Kansas)
Kansas
$305K -$6.42K -12 -2%
IP
973
Investment Partners
Ohio
$304K – – –
EA
974
Everpar Advisors
Oklahoma
$304K +$304K +568 New
CWA
975
Clarus Wealth Advisors
Arizona
$302K -$95.1K -178 -24%
37 38
39
40 41