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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 %
FFW
1026
Fusion Family Wealth
New York
$268K – – –
BL
1027
BFSG LLC
California
$268K – – –
PFG
1028
PAX Financial Group
Texas
$268K – – –
MW
1029
MBL Wealth
North Carolina
$268K – – –
AWA
1030
Arete Wealth Advisors
Illinois
$267K +$267K +500 New
MW
1031
Marcum Wealth
Ohio
$266K -$19.3K -36 -7%
CFD
1032
Creative Financial Designs
Indiana
$266K +$51.4K +96 +24%
CC
1033
Cadinha & Co
Hawaii
$265K -$80.3K -150 -23%
MCA
1034
Maryland Capital Advisors
Maryland
$265K – – –
MAG
1035
MRA Advisory Group
New Jersey
$264K – – –
BWA
1036
BlueSky Wealth Advisors
North Carolina
$264K +$264K +493 New
BC
1037
Burney Company
Virginia
$262K – – –
CWS
1038
Cypress Wealth Services
California
$260K – – –
PP
1039
PDS Planning
Ohio
$260K +$260K +485 New
AWE
1040
Avidian Wealth Enterprises
Texas
$258K +$258K +482 New
OAM
1041
Oppenheimer Asset Management
New York
$258K +$258K +482 New
SRC
1042
Shufro Rose & Co
New York
$257K -$69.6K -130 -21%
SFM
1043
Signet Financial Management
New Jersey
$257K -$8.57K -16 -3%
MAS
1044
Meeder Advisory Services
Ohio
$257K +$257K +480 New
EIP
1045
Ellis Investment Partners
Pennsylvania
$256K – – –
BHIA
1046
Birch Hill Investment Advisors
Massachusetts
$256K – – –
AWM
1047
Avior Wealth Management
Nebraska
$255K +$58.4K +109 +30%
GIM
1048
Guild Investment Management
California
$255K – – –
LWA
1049
Lantern Wealth Advisors
New York
$255K – – –
HDIM
1050
Hanson & Doremus Investment Management
Vermont
$254K – – –
40 41
42
43 44