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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 %
SWM
276
Segment Wealth Management
Texas
$3.59M -$184K -402 -5%
ATPW
277
Ashton Thomas Private Wealth
Arizona
$3.58M -$44.8K -98 -1%
CIC
278
Chilton Investment Company
Connecticut
$3.55M – – –
STC
279
Sarah T. Connolly
$3.52M -$3.2K -7 -0.1%
EDRH
280
Edmond de Rothschild Holding
Switzerland
$3.52M – – –
TT
281
TI-Trust
Illinois
$3.49M +$73.1K +160 +2%
MMHP
282
Murphy Middleton Hinkle & Parker
Georgia
$3.49M +$913 +2 +0%
Bank of Nova Scotia
283
Bank of Nova Scotia
Ontario, Canada
$3.48M -$1.15M -2,510 -25%
RIG
284
Renaissance Investment Group
Massachusetts
$3.46M -$66.2K -145 -2%
Select Equity Group
285
Select Equity Group
New York
$3.45M +$993K +2,175 +40%
HFRG
286
Houlihan Financial Resource Group
Virginia
$3.42M -$93.1M -208,825 -96%
SYBT
287
Stock Yards Bank & Trust
Kentucky
$3.38M -$29.7K -65 -0.9%
BRG
288
Bay Rivers Group
Virginia
$3.38M +$20.1K +44 +0.6%
RMDI
289
R.M. Davis Inc
Maine
$3.37M -$176K -385 -5%
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$3.32M – – –
IAS
291
Insigneo Advisory Services
Florida
$3.31M -$117K -255 -3%
HI
292
Harbour Investments
Wisconsin
$3.26M -$68K -149 -2%
OIA
293
OneDigital Investment Advisors
Kansas
$3.26M -$130K -284 -4%
USB
294
Union Savings Bank
Connecticut
$3.23M -$2.74K -6 -0.1%
LIM
295
Leavell Investment Management
Alabama
$3.22M -$1.83K -4 -0.1%
MFG
296
Midwest Financial Group
Kansas
$3.21M +$124K +271 +4%
GAM
297
Gould Asset Management
California
$3.21M -$29.7K -65 -0.9%
MA
298
Mutual Advisors
Nebraska
$3.2M +$2.85M +6,233 +809%
VC
299
Veracity Capital
Georgia
$3.15M – – –
IC
300
IEQ Capital
California
$3.15M -$22.8K -50 -0.7%
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12
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