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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
$45M
4
PRS
Pinkerton Retirement Specialists
Idaho
$34M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$57.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$614M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$181M
3
Citigroup
Citigroup
New York
$23.1M
4
Goldman Sachs
Goldman Sachs
New York
$261M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1151
Evermay Wealth Management
Virginia
$134K – – –
FDCP
1152
Foster Dykema Cabot & Partners
Massachusetts
$134K – – –
EBA
1153
Eagle Bay Advisors
New York
$134K +$128K +240 +2,400%
AssetMark Inc
1154
AssetMark Inc
California
$129K +$41.8K +78 +48%
CB
1155
CNB Bank
Pennsylvania
$126K – – –
GI
1156
GAMMA Investing
California
$125K +$125K +233 New
LI
1157
LRI Investments
Florida
$124K +$26.8K +50 +27%
MMG
1158
Monetary Management Group
Missouri
$123K – – –
PP
1159
PrairieView Partners
Minnesota
$120K +$120K +225 New
HBW
1160
Hazlett, Burt & Watson
West Virginia
$116K +$85.4K +159 +279%
IWA
1161
Icon Wealth Advisors
Texas
$116K -$12.5K -22 -10%
ITIM
1162
Indiana Trust & Investment Management
Indiana
$108K – – –
FCA
1163
FinTrust Capital Advisors
South Carolina
$108K +$60.5K +113 +128%
BCP
1164
Blue Chip Partners
Michigan
$107K – – –
HCM
1165
Hollencrest Capital Management
California
$107K -$5.35K -10 -5%
PPWM
1166
PFG Private Wealth Management
Florida
$106K – – –
MWM
1167
Mascoma Wealth Management
New Hampshire
$106K – – –
TCM
1168
TD Capital Management
Tennessee
$105K – – –
NBT
1169
Northwest Bank & Trust
Iowa
$104K – – –
BCMLT
1170
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K -$8.56K -16 -8%
GGI
1171
Godsey & Gibb Inc
Virginia
$99K – – –
BCV
1172
Banque Cantonale Vaudoise
Switzerland
$97K – – –
EFP
1173
EnRich Financial Partners
Wisconsin
$96.3K – – –
SS
1174
Sunbelt Securities
Texas
$95.5K – – –
TIM
1175
Tortoise Investment Management
New York
$94.7K – – –
45 46
47
48 49