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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
GWA
1001
GGM Wealth Advisors
Maryland
$289K +$538 +1 +0.2%
GWANC
1002
Guardian Wealth Advisors (North Carolina)
North Carolina
$289K -$32.8K -61 -10%
PSCM
1003
Per Stirling Capital Management
Texas
$288K -$12.4K -23 -4%
TWM
1004
Thrive Wealth Management
Pennsylvania
$286K +$288K +535 New
ECM
1005
Evergreen Capital Management
Washington
$286K – – –
PFA
1006
Pure Financial Advisors
California
$285K +$538 +1 +0.2%
CAM
1007
Congress Asset Management
Massachusetts
$285K +$26.9K +50 +10%
WI
1008
Wintrust Investments
Illinois
$284K +$538 +1 +0.2%
LAM
1009
Lewis Asset Management
California
$282K +$538 +1 +0.2%
HWP
1010
Heritage Wealth Partners
Ohio
$282K – – –
EDRIA
1011
Edmonds Duncan Registered Investment Advisors
Kansas
$281K – – –
FWA
1012
FSM Wealth Advisors
Ohio
$281K – – –
APC
1013
Asset Planning Corporation
Tennessee
$281K – – –
MMM
1014
Mendel Money Management
Illinois
$280K -$4.84K -9 -2%
JHCP
1015
Jackson Hole Capital Partners
Oklahoma
$280K – – –
TFO
1016
Tarbox Family Office
California
$279K – – –
AWM
1017
Aprio Wealth Management
Georgia
$279K – – –
SWA
1018
Sax Wealth Advisors
New Jersey
$279K +$75.3K +140 +37%
GHA
1019
Granite Harbor Advisors
Texas
$278K -$5.92K -11 -2%
PB
1020
Pinnacle Bancorp
Nebraska
$278K – – –
SFG
1021
SNS Financial Group
Minnesota
$278K – – –
MG
1022
Mather Group
Illinois
$277K +$98.9K +184 +59%
JF
1023
JSF Financial
California
$276K – – –
LW
1024
Libra Wealth
California
$276K – – –
NFC
1025
Northeast Financial Consultants
Connecticut
$274K – – –
39 40
41
42 43

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.