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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 %
SIA
976
Schechter Investment Advisors
Michigan
$302K – – –
HNWAG
977
High Net Worth Advisory Group
Florida
$301K – – –
CSWM
978
Cassady Schiller Wealth Management
Ohio
$300K – – –
AIM
979
Avity Investment Management
Connecticut
$300K – – –
CA
980
CapWealth Advisors
Tennessee
$299K – – –
PCA
981
Prosperity Capital Advisors
Ohio
$297K -$214K -400 -42%
WCA
982
Waypoint Capital Advisors
Minnesota
$296K -$21.4K -40 -7%
RLIM
983
Red Lighthouse Investment Management
New York
$294K – – –
SAM
984
Summit Asset Management
Tennessee
$293K -$16.1K -30 -5%
HB
985
HTLF Bank
Colorado
$292K +$97.4K +182 +50%
CGL
986
Clarius Group LLC
Washington
$292K +$292K +546 New
RMC
987
Resources Management Corp
Connecticut
$292K – – –
AFG
988
Allegheny Financial Group
Pennsylvania
$292K -$23.6K -44 -7%
FFA
989
First Foundation Advisors
California
$291K -$82.9K -155 -22%
ANBT
990
American National Bank & Trust
Texas
$291K – – –
HT
991
Heritage Trust
Oklahoma
$291K +$21.4K +40 +8%
TD Asset Management
992
TD Asset Management
Ontario, Canada
$290K -$2.68K -5 -0.9%
WPC
993
Wedmont Private Capital
Pennsylvania
$289K – – –
GWA
994
GGM Wealth Advisors
Maryland
$289K +$535 +1 +0.2%
GWANC
995
Guardian Wealth Advisors (North Carolina)
North Carolina
$289K -$32.7K -61 -10%
PSCM
996
Per Stirling Capital Management
Texas
$288K -$12.3K -23 -4%
TWM
997
Thrive Wealth Management
Pennsylvania
$286K +$286K +535 New
ECM
998
Evergreen Capital Management
Washington
$286K – – –
PFA
999
Pure Financial Advisors
California
$285K +$535 +1 +0.2%
CAM
1000
Congress Asset Management
Massachusetts
$285K +$26.8K +50 +10%
38 39
40
41 42