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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 %
DWM
1226
Dogwood Wealth Management
Kansas
$27.3K +$27.3K +51 New
CTA
1227
Colonial Trust Advisors
South Carolina
$26.8K -$26.8K -50 -50%
CA
1228
Continuum Advisory
Idaho
$26.8K – – –
CHC
1229
City Holding Co
West Virginia
$26.8K – – –
WBC
1230
West Branch Capital
Massachusetts
$26.8K – – –
TCM
1231
TruNorth Capital Management
Michigan
$26.8K – – –
AA
1232
Addison Advisors
Vermont
$26.8K +$26.8K +50 New
CIAS
1233
CBIZ Investment Advisory Services
Ohio
$26.6K – – –
RI
1234
Ridgewood Investments
New Jersey
$25K +$25K +47 New
CWP
1235
Concord Wealth Partners
Virginia
$24.8K – – –
RWM
1236
Ruedi Wealth Management
Illinois
$24.6K – – –
AAP
1237
Arax Advisory Partners
Colorado
$24.3K – – –
CTWM
1238
Cherry Tree Wealth Management
Minnesota
$23.5K -$535 -1 -2%
RWMG
1239
Redwood Wealth Management Group
New Jersey
$23.5K +$23.5K +44 New
HGERS
1240
Householder Group Estate & Retirement Specialist
Arizona
$23K – – –
CAL
1241
Capital Analysts LLC
Pennsylvania
$21K – – –
Amundi
1242
Amundi
France
$18.7K – – –
HWP
1243
Highline Wealth Partners
California
$17.1K -$16.6K -31 -49%
CT
1244
Clearstead Trust
Maine
$17.1K – – –
T
1245
Tidemark
California
$16.6K -$6.42K -12 -28%
BLC
1246
Brown, Lisle/Cummings
Rhode Island
$16.1K – – –
FCG
1247
Financial Connections Group
California
$16K – – –
GCM
1248
Gables Capital Management
Florida
$14.4K -$80.3K -150 -85%
BFS
1249
Burkett Financial Services
South Carolina
$14K – – –
OWA
1250
Opal Wealth Advisors
New York
$13.9K +$13.9K +26 New
48 49
50
51 52