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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 %
CAI
1051
Capital Advisors Inc
Oklahoma
$251K – – –
LSC
1052
Lesa Sroufe & Co
Washington
$251K – – –
TWM
1053
Tradition Wealth Management
Minnesota
$249K – – –
WA
1054
WealthTrust Axiom
Pennsylvania
$249K – – –
IP
1055
Isthmus Partners
Wisconsin
$249K -$53.5K -100 -18%
B
1056
Bensler
Washington
$249K – – –
ESB
1057
Essex Savings Bank
Connecticut
$248K – – –
FPF
1058
First Pacific Financial
Washington
$248K +$535 +1 +0.2%
IAS
1059
Investment Advisory Services
Texas
$246K – – –
CWM
1060
Concentric Wealth Management
California
$246K – – –
OBGC
1061
O'Brien Greene & Co
Pennsylvania
$246K +$246K +460 New
PP
1062
Patten & Patten
Tennessee
$243K – – –
Empower Advisory Group
1063
Empower Advisory Group
Colorado
$243K +$12.3K +23 +5%
IC
1064
Inscription Capital
Texas
$242K +$242K +452 New
GWP
1065
Gateway Wealth Partners
Wisconsin
$241K – – –
WIM
1066
Westside Investment Management
California
$241K – – –
EF
1067
Exeter Financial
Arizona
$241K – – –
FPGK
1068
Financial Partners Group (Kansas)
Kansas
$240K – – –
CWG
1069
Cornerstone Wealth Group
North Carolina
$240K – – –
EM
1070
Excalibur Management
Massachusetts
$239K -$5.35K -10 -2%
RPGK
1071
Retirement Planning Group (Kansas)
Kansas
$238K – – –
AWA
1072
Aquire Wealth Advisors
Utah
$238K – – –
OIM
1073
Oder Investment Management
California
$237K – – –
LL
1074
LWMG LLC
Minnesota
$236K – – –
SC
1075
SouthState Corp
Florida
$235K – – –
41 42
43
44 45