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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 %
WWP
1276
WR Wealth Planners
Missouri
$4.82K – – –
TWP
1277
Triad Wealth Partners
Kansas
$4.82K +$4.82K +9 New
FC
1278
Fairscale Capital
New Hampshire
$4.55K +$4.55K +8 New
CSC
1279
Caldwell Sutter Capital
California
$3.75K – – –
TAM
1280
Tucker Asset Management
Colorado
$2.14K -$3.75K -7 -64%
TCG
1281
Transcendent Capital Group
Oklahoma
$535 -$86.1K -161 -99%
GAA
1282
Global Assets Advisory
Florida
– -$400K -220,952 Closed
Balyasny Asset Management
1283
Balyasny Asset Management
Illinois
– -$19.9M -35,840 Closed
IMC Chicago
1284
IMC Chicago
Illinois
– -$11.8M -21,175 Closed
FTA
1285
Financial & Tax Architects
Missouri
– -$8.99M -16,163 Closed
HF
1286
HRT Financial
New York
– -$7.97M -14,331 Closed
LNC
1287
Lincoln National Corp
Pennsylvania
– -$6.9M -12,403 Closed
WC
1288
Wexford Capital
Florida
– -$6.52M -11,710 Closed
HCMT
1289
Highland Capital Management (Tennessee)
Tennessee
– -$6.16M -11,071 Closed
AIG
1290
American International Group
New York
– -$5.79M -10,400 Closed
RVPG
1291
Relative Value Partners Group
– -$3.22M -6,467 Closed
KFGK
1292
Keystone Financial Group (Kentucky)
Kentucky
– -$3.33M -5,984 Closed
ROTUOC
1293
Regents of the University of California
California
– -$3.12M -5,600 Closed
BHCM
1294
Brevan Howard Capital Management
Jersey
– -$1.71M -3,075 Closed
TPSF
1295
Texas Permanent School Fund
Texas
– -$1.71M -3,074 Closed
PS
1296
Portfolio Strategies
New York
– -$1.54M -2,775 Closed
NL
1297
NWAM LLC
Washington
– -$1.42M -2,579 Closed
LIA
1298
LBMC Investment Advisors
Tennessee
– -$1.24M -2,220 Closed
RhumbLine Advisers
1299
RhumbLine Advisers
Massachusetts
– -$1.22M -2,200 Closed
JGC
1300
J. Goldman & Co
New York
– -$1.1M -1,985 Closed
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