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 %
HC
1076
Hoese & Co
Minnesota
$235K -$32.8K -60 -12%
TCPG
1077
Trivant Custom Portfolio Group
California
$234K – – –
JWCA
1078
J.W. Coons Advisors
Ohio
$234K – – –
NW
1079
Naviter Wealth
Arkansas
$233K – – –
VST
1080
Van Strum & Towne
California
$230K – – –
KAH
1081
Kathryn A. Hall
$230K – – –
HWMO
1082
Heritage Wealth Management (Ohio)
Ohio
$230K +$230K +434 New
VFPW
1083
Vantage Financial Partners (Wisconsin)
Wisconsin
$229K +$10.2K +19 +5%
FFA
1084
Founders Financial Alliance
North Carolina
$228K +$228K +427 New
MAS
1085
Madden Advisory Services
Florida
$228K +$10.2K +19 +5%
SF
1086
Symphony Financial
Texas
$227K – – –
PMG
1087
ProVise Management Group
Florida
$227K -$57.3K -107 -20%
CFP
1088
Catalyst Financial Partners
Massachusetts
$227K – – –
BMWM
1089
Brown Miller Wealth Management
Virginia
$226K – – –
IWA
1090
Inspirion Wealth Advisors
Illinois
$225K – – –
NC
1091
Napatree Capital
Rhode Island
$225K +$225K +420 New
CNB
1092
Camden National Bank
Maine
$224K – – –
RWM
1093
Ritholtz Wealth Management
New York
$224K – – –
TP
1094
Tranquility Partners
Tennessee
$224K – – –
MWPCG
1095
Measured Wealth Private Client Group
New Hampshire
$223K -$38K -71 -15%
LA
1096
Lane & Associates
New Jersey
$222K +$2.68K +5 +1%
Luther King Capital Management (LKCM)
1097
Luther King Capital Management (LKCM)
Texas
$221K -$258K – –
RFP
1098
Root Financial Partners
California
$221K +$4.28K +8 +2%
GWM
1099
Geneos Wealth Management
Colorado
$220K – – –
TC
1100
Trust Company
Kansas
$220K -$52.4K -98 -19%
42 43
44
45 46