MDY icon

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 %
WI
1001
Wintrust Investments
Illinois
$284K +$536 +1 +0.2%
LAM
1002
Lewis Asset Management
California
$282K +$535 +1 +0.2%
HWP
1003
Heritage Wealth Partners
Ohio
$282K – – –
EDRIA
1004
Edmonds Duncan Registered Investment Advisors
Kansas
$281K – – –
FWA
1005
FSM Wealth Advisors
Ohio
$281K – – –
APC
1006
Asset Planning Corporation
Tennessee
$281K – – –
MMM
1007
Mendel Money Management
Illinois
$280K -$4.82K -9 -2%
JHCP
1008
Jackson Hole Capital Partners
Oklahoma
$280K – – –
TFO
1009
Tarbox Family Office
California
$279K – – –
AWM
1010
Aprio Wealth Management
Georgia
$279K – – –
SWA
1011
Sax Wealth Advisors
New Jersey
$279K +$74.9K +140 +37%
GHA
1012
Granite Harbor Advisors
Texas
$278K -$5.89K -11 -2%
PB
1013
Pinnacle Bancorp
Nebraska
$278K – – –
SFG
1014
SNS Financial Group
Minnesota
$278K – – –
MG
1015
Mather Group
Illinois
$277K +$102K +184 +59%
JF
1016
JSF Financial
California
$276K – – –
LW
1017
Libra Wealth
California
$276K – – –
NFC
1018
Northeast Financial Consultants
Connecticut
$274K – – –
AFA
1019
AA Financial Advisors
Ohio
$272K – – –
KL
1020
KWMG LLC
Kansas
$272K – – –
PI
1021
Pachira Investments
California
$269K -$10.6M -19,865 -98%
DWA
1022
Delap Wealth Advisory
Oregon
$269K – – –
AF
1023
Apexium Financial
Texas
$268K -$56.2K -105 -17%
WCM
1024
Windsor Capital Management
Arizona
$268K +$268K +501 New
HIP
1025
HUB Investment Partners
Texas
$268K +$268K +500 New
39 40
41
42 43