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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,132 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-9
Holders Change %
-0.79%
% of All Funds
18.12%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.17%
New
78
Increased
304
Reduced
414
Closed
68
Calls
$517M
Puts
$413M
Net Calls
+$104M
Net Calls Change
-$47.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$130M
2
Bank of America
2
Bank of America
North Carolina
$986M
3
Morgan Stanley
3
Morgan Stanley
New York
$582M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$112M
5
UBS Group
5
UBS Group
Switzerland
$315M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$38.5M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
3
Bessemer Group
3
Bessemer Group
New Jersey
$20.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$212M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPOWM
251
One Plus One Wealth Management
Florida
$4.45M +$451K +983 +11%
CCFM
252
Clear Creek Financial Management
Washington
$4.4M +$3.47M +7,560 +369%
IFPG
253
Intrepid Financial Planning Group
Indiana
$4.4M -$272K -594 -6%
CAG
254
Csenge Advisory Group
Florida
$4.4M +$2.11M +4,613 +93%
SF
255
Synovus Financial
Georgia
$4.35M -$236K -515 -5%
HVIA
256
Hudson Valley Investment Advisors
New York
$4.34M -$199K -435 -4%
BPA
257
Beacon Pointe Advisors
California
$4.33M -$137K -299 -3%
TRSOTSOK
258
Teachers Retirement System of the State of Kentucky
Kentucky
$4.33M – – –
HI
259
Harbour Investments
Wisconsin
$4.25M +$135K +295 +3%
UCFA
260
United Capital Financial Advisors
Texas
$4.18M -$68.8K -150 -2%
SCG
261
Sonata Capital Group
Washington
$4.15M +$1.38K +3 +0%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$4.14M -$18.3K -40 -0.4%
AF
263
Allworth Financial
California
$4.1M +$5.04K +11 +0.1%
HTC
264
Haverford Trust Company
Pennsylvania
$4.07M +$2.37M +5,176 +139%
EK
265
Evensky & Katz
Florida
$4.04M +$173K +378 +4%
MWM
266
Modera Wealth Management
New Jersey
$3.97M -$542K -1,183 -12%
SL
267
Salomon & Ludwin
Virginia
$3.92M +$14.7K +32 +0.4%
CPA
268
Court Place Advisors
Maryland
$3.89M -$54.1K -118 -1%
KeyBank National Association
269
KeyBank National Association
Ohio
$3.86M +$402K +878 +12%
GFL
270
Granite FO LLC
New Hampshire
$3.86M +$5.46K +12 +0.1%
HCM
271
Highview Capital Management
Illinois
$3.84M -$78.8K -172 -2%
BFWA
272
Benchmark Financial Wealth Advisors
Florida
$3.82M -$127K -277 -3%
BPWM
273
Badgley Phelps Wealth Managers
Washington
$3.81M +$57.3K +125 +2%
SWM
274
Segment Wealth Management
Texas
$3.8M -$9.17K -20 -0.2%
ANTB
275
AMG National Trust Bank
Colorado
$3.76M +$3.21K +7 +0.1%
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