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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
RWM
1101
Ritholtz Wealth Management
New York
$224K – – –
TP
1102
Tranquility Partners
Tennessee
$224K – – –
MWPCG
1103
Measured Wealth Private Client Group
New Hampshire
$223K -$38.2K -71 -15%
LA
1104
Lane & Associates
New Jersey
$222K +$2.69K +5 +1%
Luther King Capital Management (LKCM)
1105
Luther King Capital Management (LKCM)
Texas
$221K – – –
RFP
1106
Root Financial Partners
California
$221K +$4.3K +8 +2%
GWM
1107
Geneos Wealth Management
Colorado
$220K – – –
TC
1108
Trust Company
Kansas
$220K -$52.7K -98 -19%
MAM
1109
Mystic Asset Management
Rhode Island
$219K -$27.4K -51 -11%
CG
1110
Cynosure Group
Utah
$218K – – –
AMIM
1111
Aull & Monroe Investment Management
Alabama
$217K – – –
SSWM
1112
Sheets Smith Wealth Management
North Carolina
$217K -$8.07K -15 -4%
ARA
1113
Alexander Randolph Advisory
Virginia
$216K – – –
GIM
1114
Grassi Investment Management
California
$215K – – –
EAM
1115
Empirical Asset Management
Massachusetts
$214K +$538 +1 +0.3%
BPCE
1116
Bank Pictet & Cie (Europe)
Germany
$214K – – –
CV
1117
Counterweight Ventures
North Carolina
$214K – – –
MWS
1118
Maxwell Wealth Strategies
California
$214K – – –
PWP
1119
Pursue Wealth Partners
California
$214K – – –
RWM
1120
Rockwood Wealth Management
Pennsylvania
$214K – – –
BCAM
1121
Boston Common Asset Management
Massachusetts
$214K – – –
CWM
1122
Cordatus Wealth Management
Pennsylvania
$214K – – –
PCH
1123
PGIM Custom Harvest
New Jersey
$213K – – –
GWAG
1124
Garrett Wealth Advisory Group
Texas
$212K +$12.9K +24 +6%
WA
1125
Wambolt & Associates
Colorado
$212K – – –
43 44
45
46 47

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.