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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,148 hedge funds and large institutions have $11.8B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 406 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+16
Holders Change %
+1.41%
% of All Funds
18.1%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
71
Increased
282
Reduced
406
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$98.7M
2
Barclays
2
Barclays
United Kingdom
$97M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$152M
4
BlackRock
4
BlackRock
New York
$51.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$60.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$131M
2
Creative Planning
2
Creative Planning
Kansas
$148M
3
Goldman Sachs
3
Goldman Sachs
New York
$169M
4
UBS Group
4
UBS Group
Switzerland
$292M
5
Wells Fargo
5
Wells Fargo
California
$700M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
251
Resonant Capital Advisors
Wisconsin
$4.69M -$17.8K -37 -0.4%
BPA
252
Beacon Pointe Advisors
California
$4.6M +$71.8K +150 +2%
IFPG
253
Intrepid Financial Planning Group
Indiana
$4.54M -$51.2K -107 -1%
MWM
254
Modera Wealth Management
New Jersey
$4.53M +$385K +803 +9%
TRSOTSOK
255
Teachers Retirement System of the State of Kentucky
Kentucky
$4.52M – – –
BWP
256
Balboa Wealth Partners
Arizona
$4.5M -$842K -1,758 -16%
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$4.41M -$2.96M -6,181 -40%
NCG
258
Newport Capital Group
New Jersey
$4.39M +$4.39M +9,172 New
SCG
259
Sonata Capital Group
Washington
$4.38M +$46.9K +98 +1%
KFP
260
KMG Fiduciary Partners
Ohio
$4.34M -$545K -1,137 -11%
HVIA
261
Hudson Valley Investment Advisors
New York
$4.33M -$200K -418 -4%
UCFA
262
United Capital Financial Advisors
Texas
$4.32M -$44.5K -93 -1%
PGCM
263
Prescott Group Capital Management
Oklahoma
$4.31M +$4.31M +9,000 New
RW
264
RVW Wealth
California
$4.27M -$808K -1,687 -16%
OC
265
Oppenheimer & Co
New York
$4.22M -$1.07M -2,239 -20%
SF
266
Synovus Financial
Georgia
$4.19M -$347K -725 -8%
AF
267
Allworth Financial
California
$4.18M -$103K -215 -2%
HTC
268
Haverford Trust Company
Pennsylvania
$4.14M -$118K -247 -3%
GSC
269
G&S Capital
Colorado
$4.12M -$2.86M -5,981 -41%
SL
270
Salomon & Ludwin
Virginia
$4.09M -$9.1K -19 -0.2%
GFL
271
Granite FO LLC
New Hampshire
$4.06M – – –
EK
272
Evensky & Katz
Florida
$4.05M -$169K -353 -4%
CPA
273
Court Place Advisors
Maryland
$4.05M -$21.1K -44 -0.5%
KeyBank National Association
274
KeyBank National Association
Ohio
$4.03M +$479 +1 +0%
BPWM
275
Badgley Phelps Wealth Managers
Washington
$4.03M +$44.5K +93 +1%
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