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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
1
USA Financial Formulas
Michigan
$70.6M
2
MWM
2
Modern Wealth Management
Kansas
$40.8M
3
CM
3
Cercano Management
Washington
$45M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$34M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$57.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$614M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$181M
3
Citigroup
3
Citigroup
New York
$23.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$261M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
126
D.E. Shaw & Co
New York
$14.4M +$14.4M +26,819 New
CB
127
Commerce Bank
Missouri
$14.2M -$58.3K -109 -0.4%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$14.1M +$720K +1,345 +5%
TPW
129
Tiller Private Wealth
Pennsylvania
$14M +$5.35K +10 +0%
WFA
130
Wellspring Financial Advisors
Ohio
$13.7M -$433K -810 -3%
CCFM
131
Clear Creek Financial Management
Washington
$13.7M +$13.2M +24,722 +2,756%
SC
132
Savant Capital
Illinois
$13.5M +$4.85M +9,070 +56%
MFIM
133
Mesirow Financial Investment Management
Illinois
$13.2M -$279K -520 -2%
AEPWM
134
Atlantic Edge Private Wealth Management
Florida
$13.2M -$40.1K -75 -0.3%
CIC
135
Carnegie Investment Counsel
Ohio
$13M -$410K -767 -3%
SPIA
136
Steward Partners Investment Advisory
New York
$13M -$148K -276 -1%
MML Investors Services
137
MML Investors Services
Massachusetts
$12.8M -$153K -286 -1%
PGCM
138
Prescott Group Capital Management
Oklahoma
$12.4M – – –
MA
139
MCF Advisors
Kentucky
$12.3M -$151K -281 -1%
SW
140
SlateStone Wealth
Florida
$12.2M -$40.1K -75 -0.3%
AAS
141
Avantax Advisory Services
Texas
$11.8M +$396K +740 +3%
MCCA
142
Mill Creek Capital Advisors
Pennsylvania
$11.4M +$4.34M +8,105 +62%
KAS
143
Kestra Advisory Services
Texas
$11.3M +$2.77M +5,183 +33%
TCA
144
Trifecta Capital Advisors
Illinois
$11.1M -$53.5K -100 -0.5%
ECM
145
Exchange Capital Management
Michigan
$11.1M -$576K -1,076 -5%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$11.1M +$223K +417 +2%
JA
147
JVL Associates
Michigan
$10.7M -$42.8K -80 -0.4%
FFBTD
148
First Financial Bank - Trust Division
Ohio
$10.6M -$722K -1,350 -6%
CCB
149
Country Club Bank
Missouri
$10.6M -$1.14M -2,143 -10%
ONB
150
Old National Bancorp
Indiana
$10.5M -$4.82K -9 -0%
4 5
6
7 8