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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 %
CFA
176
Capstone Financial Advisors
Illinois
$8.68M -$6.96K -13 -0.1%
RJT
177
Raymond James Trust
Florida
$8.62M -$20.9K -39 -0.2%
GA
178
GFS Advisors
Texas
$8.55M -$288K -520 -3%
TIAA Trust, National Association
179
TIAA Trust, National Association
North Carolina
$8.53M -$150K -281 -2%
GS
180
GTS Securities
New York
$8.46M -$419K -784 -5%
VFG
181
Victory Financial Group
Texas
$8.45M +$808K +1,510 +11%
KIA
182
KCM Investment Advisors
California
$8.43M -$121K -226 -1%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$8.28M -$80.7K -152 -1%
MSAM
184
Moloney Securities Asset Management
Missouri
$8.08M +$6.06M +11,318 +299%
GBT
185
Grove Bank & Trust
Florida
$7.93M -$58.9K -110 -0.7%
MIC
186
Means Investment Company
Maine
$7.9M -$2.14M -4,004 -21%
GFL
187
Granite FO LLC
New Hampshire
$7.83M -$48.2K -90 -0.6%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$7.74M +$3.52M +6,574 +83%
BFO
189
Boston Family Office
Massachusetts
$7.71M -$907K -1,695 -11%
MPCA
190
Madison Park Capital Advisors
Washington
$7.7M +$1.4M +2,622 +22%
CP
191
Canopy Partners
Ohio
$7.64M – – –
Franklin Resources
192
Franklin Resources
California
$7.64M +$118K +221 +2%
Legal & General Group
193
Legal & General Group
United Kingdom
$7.6M – – –
RWB
194
RMR Wealth Builders
New Jersey
$7.59M +$70.6K +132 +0.9%
CTA
195
Chesley Taft & Associates
Illinois
$7.56M +$239K +446 +3%
PCFFS
196
Pacific Center for Financial Services
California
$7.55M +$18.7K +35 +0.2%
MHWM
197
Montz Harcus Wealth Management
Louisiana
$7.54M +$57.8K +108 +0.8%
ATWA
198
Arbor Trust Wealth Advisors
Michigan
$7.45M +$38.7K +72 +0.5%
SAF
199
Smith Anglin Financial
Texas
$7.39M +$19.3K +36 +0.3%
ANTB
200
AMG National Trust Bank
Colorado
$7.37M +$2.84M +5,310 +63%
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