MDY icon

SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,152 hedge funds and large institutions have $12.5B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 400 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
18.37%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.99%
New
65
Increased
296
Reduced
400
Closed
45
Calls
$994M
Puts
$477M
Net Calls
+$518M
Net Calls Change
+$126M

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$1.22B
2
PFO
2
Pathstone Family Office
New Jersey
$440M
3
Goldman Sachs
3
Goldman Sachs
New York
$244M
4
Bank of America
4
Bank of America
North Carolina
$1.03B
5
Squarepoint
5
Squarepoint
New York
$96.3M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$3.42M
2
Barclays
2
Barclays
United Kingdom
$35.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$577M
4
BlackRock
4
BlackRock
New York
$14.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$4.1M -$21.9K -48 -0.5%
NCG
252
Newport Capital Group
New Jersey
$4.08M -$104K -227 -2%
IFPG
253
Intrepid Financial Planning Group
Indiana
$4.05M -$281K -615 -6%
KFP
254
KMG Fiduciary Partners
Ohio
$4.04M -$102K -223 -2%
GFL
255
Granite FO LLC
New Hampshire
$4.02M +$143K +314 +4%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$4.02M -$532K -1,165 -12%
CPA
257
Court Place Advisors
Maryland
$4.01M +$151K +331 +4%
RW
258
RVW Wealth
California
$3.99M -$81.3K -178 -2%
AF
259
Allworth Financial
California
$3.97M -$16.4K -36 -0.4%
HTC
260
Haverford Trust Company
Pennsylvania
$3.95M – – –
OC
261
Oppenheimer & Co
New York
$3.91M -$114K -250 -3%
GSC
262
G&S Capital
Colorado
$3.91M -$19.6K -43 -0.5%
TSS
263
Two Sigma Securities
New York
$3.9M +$3.9M +8,546 New
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$3.88M -$324K -709 -8%
ANTB
265
AMG National Trust Bank
Colorado
$3.81M -$22.8K -50 -0.6%
BPWM
266
Badgley Phelps Wealth Managers
Washington
$3.78M -$58.4K -128 -2%
KeyBank National Association
267
KeyBank National Association
Ohio
$3.76M -$83.1K -182 -2%
BC
268
Barrett & Company
Rhode Island
$3.76M +$52.5K +115 +1%
SL
269
Salomon & Ludwin
Virginia
$3.72M -$179K -392 -5%
CGH
270
CMG Global Holdings
Texas
$3.71M +$40.6K +89 +1%
HCM
271
Highview Capital Management
Illinois
$3.71M -$107K -234 -3%
BFWA
272
Benchmark Financial Wealth Advisors
Florida
$3.7M +$26K +57 +0.7%
EK
273
Evensky & Katz
Florida
$3.68M -$184K -404 -5%
HVIA
274
Hudson Valley Investment Advisors
New York
$3.66M -$474K -1,037 -11%
Victory Capital Management
275
Victory Capital Management
Texas
$3.6M -$5.73M -12,550 -61%
9 10
11
12 13