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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,226 hedge funds and large institutions have $14.6B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 330 increasing their positions, 389 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,226
Holders Change
+74
Holders Change %
+6.42%
% of All Funds
17.97%
Holding in Top 10
68
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.68%
% of All Funds
1%
New
154
Increased
330
Reduced
389
Closed
60
Calls
$932M
Puts
$521M
Net Calls
+$411M
Net Calls Change
-$106M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.57B
2
IMC Chicago
2
IMC Chicago
Illinois
$152M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$251M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$127M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.03B
2
Squarepoint
2
Squarepoint
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$197M
5
CA
5
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
251
Resonant Capital Advisors
Wisconsin
$4.96M -$6.11K -12 -0.1%
M
252
MOTCO
Texas
$4.9M -$25.9K -51 -0.5%
BPA
253
Beacon Pointe Advisors
California
$4.89M -$209K -412 -4%
TRSOTSOK
254
Teachers Retirement System of the State of Kentucky
Kentucky
$4.79M – – –
KAS
255
Kestra Advisory Services
Texas
$4.74M -$8.12M -16,001 -63%
FLPIM
256
F.L. Putnam Investment Management
Massachusetts
$4.69M -$567K -1,117 -11%
Financial Engines Advisors
257
Financial Engines Advisors
California
$4.65M -$236K -464 -5%
BWP
258
Balboa Wealth Partners
Arizona
$4.63M -$180K -354 -4%
SCG
259
Sonata Capital Group
Washington
$4.63M -$27.9K -55 -0.6%
CPA
260
Court Place Advisors
Maryland
$4.61M +$153K +302 +3%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$4.47M +$11.2K +22 +0.3%
GSC
262
G&S Capital
Colorado
$4.44M +$99.4K +196 +2%
KFP
263
KMG Fiduciary Partners
Ohio
$4.43M -$56.8K -112 -1%
AF
264
Allworth Financial
California
$4.39M -$23.3K -46 -0.5%
MWM
265
Modera Wealth Management
New Jersey
$4.35M -$299K -589 -6%
HSBC Holdings
266
HSBC Holdings
United Kingdom
$4.34M -$6.19M -12,193 -59%
IFPG
267
Intrepid Financial Planning Group
Indiana
$4.31M -$192K -378 -4%
ANTB
268
AMG National Trust Bank
Colorado
$4.29M +$48.2K +95 +1%
BPWM
269
Badgley Phelps Wealth Managers
Washington
$4.28M +$64.2K +126 +2%
CGH
270
CMG Global Holdings
Texas
$4.22M -$20.9K -40 -0.5%
RW
271
RVW Wealth
California
$4.19M -$240K -473 -5%
WC
272
Weil Company
California
$4.19M +$3.76M +7,404 +863%
TT
273
TI-Trust
Illinois
$4.14M +$257K +506 +7%
HCM
274
Highview Capital Management
Illinois
$4.12M – – –
EK
275
Evensky & Katz
Florida
$4.1M +$10.7K +21 +0.3%
9 10
11
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