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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 %
MAM
1101
Mystic Asset Management
Rhode Island
$219K -$27.3K -51 -11%
CG
1102
Cynosure Group
Utah
$218K – – –
AMIM
1103
Aull & Monroe Investment Management
Alabama
$217K – – –
SSWM
1104
Sheets Smith Wealth Management
North Carolina
$217K -$8.03K -15 -4%
ARA
1105
Alexander Randolph Advisory
Virginia
$216K – – –
GIM
1106
Grassi Investment Management
California
$215K – – –
EAM
1107
Empirical Asset Management
Massachusetts
$214K +$534 +1 +0.3%
RWM
1108
Rockwood Wealth Management
Pennsylvania
$214K – – –
MWS
1109
Maxwell Wealth Strategies
California
$214K – – –
CV
1110
Counterweight Ventures
North Carolina
$214K – – –
PWP
1111
Pursue Wealth Partners
California
$214K – – –
BPCE
1112
Bank Pictet & Cie (Europe)
Germany
$214K – – –
BCAM
1113
Boston Common Asset Management
Massachusetts
$214K – – –
CWM
1114
Cordatus Wealth Management
Pennsylvania
$214K – – –
PCH
1115
PGIM Custom Harvest
New Jersey
$213K – – –
GWAG
1116
Garrett Wealth Advisory Group
Texas
$212K +$12.8K +24 +6%
WA
1117
Wambolt & Associates
Colorado
$212K – – –
AP
1118
Atwood & Palmer
Missouri
$209K -$37.9K -71 -15%
SFWA
1119
Summit Financial Wealth Advisors
Louisiana
$206K +$535 +1 +0.3%
PCMF
1120
Private Capital Management (Florida)
Florida
$206K – – –
PRWA
1121
Platte River Wealth Advisors
Colorado
$206K – – –
EWM
1122
EPG Wealth Management
Georgia
$206K -$242K -434 Closed
NHC
1123
Nicholas Hoffman & Company
Georgia
$205K – – –
BIM
1124
Breakwater Investment Management
Washington
$203K – – –
SWM
1125
SeaCrest Wealth Management
New York
$203K – – –
43 44
45
46 47