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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 %
CAM
1176
Costello Asset Management
Pennsylvania
$92K – – –
NS
1177
NBC Securities
Alabama
$91K -$10.2K -19 -10%
HWM
1178
Horizons Wealth Management
North Carolina
$90.3K – – –
GLR
1179
Great Lakes Retirement
Ohio
$89.2K +$89.2K +166 New
MRCM
1180
M&R Capital Management
New Jersey
$85.6K – – –
SFC
1181
Strategic Financial Concepts
Texas
$80.7K +$80.5K +237,092 +41,522%
ACA
1182
Atlas Capital Advisors
Wyoming
$80.6K +$534 +1 +0.7%
TJHA
1183
Thomas J. Herzfeld Advisors
Florida
$80.3K – – –
MSFP
1184
Mark Sheptoff Financial Planning
Connecticut
$72.8K – – –
RFG
1185
RFP Financial Group
Georgia
$72.2K – – –
SFA
1186
Semmax Financial Advisors
North Carolina
$71.8K – – –
RL
1187
Rogco LP
Oklahoma
$69.6K -$37.5K -70 -35%
SWM
1188
Sugarloaf Wealth Management
Georgia
$67.1K – – –
HNB
1189
Hilltop National Bank
Wyoming
$66.9K – – –
WTA
1190
Washington Trust Advisors
Massachusetts
$66.9K – – –
BHWM
1191
Beaird Harris Wealth Management
Texas
$66.9K +$66.9K +125 New
NOI
1192
Newton One Investments
Delaware
$64.9K – – –
KWAG
1193
Kiely Wealth Advisory Group
North Carolina
$63.7K +$63.7K +119 New
CH
1194
Canton Hathaway
Rhode Island
$62K – – –
CCA
1195
Criterion Capital Advisors
Tennessee
$61K – – –
Toronto Dominion Bank
1196
Toronto Dominion Bank
Ontario, Canada
$53.5K -$3.75K -7 -7%
SNB
1197
Security National Bank
Nebraska
$53.5K – – –
AIM
1198
Anchor Investment Management
South Carolina
$53.5K – – –
CYG
1199
Clean Yield Group
Vermont
$53.5K – – –
RIL
1200
Rothschild Investment LLC
Illinois
$53.5K +$26.8K +50 +100%
46 47
48
49 50