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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 %
LFS
151
Lutz Financial Services
Nebraska
$10.5M -$13.4K -25 -0.1%
CIA
152
Concurrent Investment Advisors
Florida
$10.3M +$10.3M +19,216 New
BWA
153
Bordeaux Wealth Advisors
California
$10.3M – – –
CFO
154
Callan Family Office
Pennsylvania
$10.2M +$4M +7,479 +64%
LW
155
Linscomb Wealth
Texas
$10.2M -$360K -673 -3%
NPT
156
Nixon Peabody Trust
Massachusetts
$9.96M -$12.1M -22,538 -55%
NB
157
NBT Bank
New York
$9.73M -$133K -249 -1%
SCM
158
Shapiro Capital Management
Georgia
$9.68M -$11.3M -21,150 -54%
FMC
159
First Merchants Corp
Indiana
$9.61M -$248K -464 -3%
CBT
160
Central Bank & Trust
Kentucky
$9.58M -$850K -1,589 -8%
KC
161
Kingfisher Capital
North Carolina
$9.54M -$79.7K -149 -0.8%
PCA
162
Peddock Capital Advisors
Massachusetts
$9.48M +$138K +258 +1%
AI
163
Arvest Investments
Arkansas
$9.48M -$88.8K -166 -0.9%
HTIM
164
Harbour Trust & Investment Management
Indiana
$9.45M -$43.9K -82 -0.5%
FTS
165
Fifth Third Securities
Ohio
$9.43M -$34.4K -64 -0.4%
MBTD
166
Mechanics Bank - Trust Department
California
$9.21M -$129K -241 -1%
BBHC
167
Brown Brothers Harriman & Co
New York
$9.21M -$1.59M -2,979 -15%
HFAS
168
Hummer Financial Advisory Services
Illinois
$9.2M -$169K -315 -2%
AM
169
AGF Management
Ontario, Canada
$9.13M -$1.44M -2,685 -14%
LA
170
Legacy Advisors
Pennsylvania
$9.13M -$10.7K -20 -0.1%
EWM
171
Evercore Wealth Management
New York
$8.95M -$860K -1,607 -9%
HCM
172
Howard Capital Management
Georgia
$8.9M +$116K +216 +1%
MAM
173
Madison Asset Management
Wisconsin
$8.83M +$4.68M +8,738 +112%
BFM
174
Boston Financial Management
Massachusetts
$8.77M – – –
WIA
175
World Investment Advisors
California
$8.72M +$3.29M +6,157 +61%
5 6
7
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