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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 %
CAG
201
Csenge Advisory Group
Florida
$7.35M +$245K +457 +3%
UL
202
Unionview LLC
Washington
$7.33M -$40.1K -75 -0.5%
BWAM
203
Boyd Watterson Asset Management
Ohio
$7.32M -$134K -250 -2%
BB
204
Busey Bank
Illinois
$7.27M -$18.2K -34 -0.2%
CCM
205
Colorado Capital Management
Colorado
$7.04M -$21.9K -41 -0.3%
AWM
206
AE Wealth Management
Kansas
$7.02M +$6.33M +11,826 +908%
PAG
207
Private Advisor Group
New Jersey
$6.96M +$61K +114 +0.9%
MWA
208
Meridian Wealth Advisors
Texas
$6.85M -$60.5K -113 -0.9%
SCA
209
STALEY CAPITAL ADVISERS
Pennsylvania
$6.8M +$233K +435 +4%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$6.7M +$1.85M +4,698 +38%
SHGA
211
Sand Hill Global Advisors
California
$6.57M +$250K +468 +4%
DWM
212
Dakota Wealth Management
Florida
$6.53M -$18.2K -34 -0.3%
AIP
213
Ameritas Investment Partners
Nebraska
$6.45M -$535K -1,000 -8%
CB
214
Community Bank
New York
$6.4M -$154K -288 -2%
GIM
215
Goelzer Investment Management
Indiana
$6.39M -$281K -526 -4%
SF
216
Synovus Financial
Georgia
$6.32M +$1.07K +2 +0%
SA
217
Scarborough Advisors
Maryland
$6.3M -$310K -579 -5%
WJWM
218
Williams Jones Wealth Management
New York
$6.3M -$551K -1,029 -8%
WANY
219
Wealthspire Advisors (New York)
New York
$6.25M -$344K -643 -5%
Kovitz Investment Group Partners
220
Kovitz Investment Group Partners
Illinois
$6.15M -$613K -1,145 -9%
PWMAG
221
Pinnacle Wealth Management Advisory Group
New Jersey
$6.15M +$2.68K +5 +0%
PAM
222
Palisade Asset Management
Minnesota
$6.13M -$589K -1,100 -9%
TA
223
TKG Advisors
Indiana
$6.05M +$5.35K +10 +0.1%
TC
224
TownSquare Capital
Utah
$6.03M +$5.34M +9,989 +781%
YCM
225
Yousif Capital Management
Michigan
$6.01M -$3.46M -6,473 -37%
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