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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 %
OCPWS
1126
One Charles Private Wealth Services
Massachusetts
$202K – – –
CWS
1127
Confluence Wealth Services
Pennsylvania
$202K – – –
KP
1128
Keel Point
Alabama
$202K +$202K +373 New
FFG
1129
Fortem Financial Group
California
$201K +$201K +376 New
ADL
1130
Asset Dedication LLC
California
$196K – – –
GC
1131
Garde Capital
Washington
$194K – – –
BSB
1132
Bangor Savings Bank
Maine
$192K – – –
HIA
1133
Harbor Investment Advisory
Maryland
$190K -$50.3K -94 -21%
BC
1134
Blackhill Capital
New Jersey
$188K – – –
PP
1135
Pingora Partners
Wyoming
$187K – – –
TSWM
1136
Tyler-Stone Wealth Management
Ohio
$184K +$4.82K +9 +3%
BBPWM
1137
Blue Bell Private Wealth Management
Pennsylvania
$178K -$72.2K -135 -29%
SVCP
1138
Silicon Valley Capital Partners
California
$176K +$534 +1 +0.3%
OA
1139
Operose Advisors
Wisconsin
$176K – – –
BWP
1140
Baldwin Wealth Partners
Massachusetts
$170K -$720K -1,345 -81%
FG
1141
Fairman Group
Pennsylvania
$163K – – –
LWANC
1142
Laurel Wealth Advisors (North Carolina)
North Carolina
$163K -$26.8K -50 -14%
PCWA
1143
Pacific Capital Wealth Advisors
California
$161K +$161K +300 New
WIA
1144
Wetzel Investment Advisors
Indiana
$151K – – –
IWP
1145
IAG Wealth Partners
Wisconsin
$146K +$23.5K +44 +19%
CFGS
1146
Concourse Financial Group Securities
Alabama
$142K – – –
JGIA
1147
Jackson Grant Investment Advisers
Connecticut
$142K – – –
SIC
1148
SJS Investment Consulting
Ohio
$140K – – –
CIM
1149
Contravisory Investment Management
Massachusetts
$139K -$6.96K -13 -5%
AIC
1150
Archer Investment Corporation
Indiana
$137K – – –
44 45
46
47 48