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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 %
BCM
1326
Brookmont Capital Management
Texas
– -$234K -420 Closed
TCB
1327
Texas Capital Bancshares
Texas
– -$234K -420 Closed
FI
1328
Financial Insights
Washington
– -$230K -414 Closed
WAM
1329
WNY Asset Management
New York
– -$225K -404 Closed
ERIM
1330
Eagle Ridge Investment Management
Connecticut
– -$224K -402 Closed
WPIC
1331
White Pine Investment Company
Michigan
– -$221K -397 Closed
AAG
1332
Accordant Advisory Group
Maryland
– -$219K -394 Closed
AWM
1333
Aries Wealth Management
Maine
– -$214K -385 Closed
RIA
1334
Regal Investment Advisors
Michigan
– -$213K -383 Closed
Fayez Sarofim & Co
1335
Fayez Sarofim & Co
Texas
– -$211K -380 Closed
GF
1336
Gimbal Financial
Indiana
– -$211K -379 Closed
JC
1337
Jacobs & Co
California
– -$205K -370 Closed
CST
1338
Charles Schwab Trust
Nevada
– -$205K -368 Closed
EI
1339
Ellevest Inc
New York
– -$204K -367 Closed
RRCM
1340
Rappaport Reiches Capital Management
Illinois
– -$204K -367 Closed
CCA
1341
Cora Capital Advisors
New Jersey
– -$202K -363 Closed
LTL
1342
Lowery Thomas LLC
California
– -$201K -362 Closed
NIM
1343
Northeast Investment Management
Massachusetts
– -$201K -362 Closed
FHWM
1344
Fox Hill Wealth Management
Massachusetts
– -$201K -361 Closed
GP
1345
Girard Partners
Pennsylvania
– -$201K -361 Closed
LK
1346
Lumbard & Kellner
New Hampshire
– -$200K -360 Closed
YIA
1347
YHB Investment Advisors
Connecticut
– -$200K -360 Closed
JWM
1348
Janiczek Wealth Management
Colorado
– -$162K -290 Closed
PHAM
1349
Palisades Hudson Asset Management
Florida
– -$105K -188 Closed
NIC
1350
Northwest Investment Counselors
Oregon
– -$88.3K -159 Closed
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