MDY icon

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 %
OC
276
Oppenheimer & Co
New York
$4.09M -$262K -517 -6%
BFWA
277
Benchmark Financial Wealth Advisors
Florida
$4.08M -$30.4K -60 -0.7%
IAS
278
Insigneo Advisory Services
Florida
$4.01M +$335K +658 +9%
BC
279
Barrett & Company
Rhode Island
$4M -$176K -347 -4%
KeyBank National Association
280
KeyBank National Association
Ohio
$4M -$184K -362 -4%
SWM
281
Segment Wealth Management
Texas
$3.99M -$7.61K -15 -0.2%
LNWWM
282
Laird Norton Wetherby Wealth Management
California
$3.97M +$284K +559 +8%
PFS
283
Prospera Financial Services
Texas
$3.96M -$841K -1,658 -18%
ATPW
284
Ashton Thomas Private Wealth
Arizona
$3.95M -$30.4K -60 -0.8%
CIC
285
Chilton Investment Company
Connecticut
$3.94M – – –
EDRH
286
Edmond de Rothschild Holding
Switzerland
$3.91M – – –
HFRG
287
Houlihan Financial Resource Group
Virginia
$3.89M – – –
JWCA
288
J.W. Cole Advisors
Florida
$3.89M +$675K +1,331 +21%
MMHP
289
Murphy Middleton Hinkle & Parker
Georgia
$3.84M -$34.5K -68 -0.9%
PWM
290
Perigon Wealth Management
California
$3.83M +$541K +1,067 +16%
BRG
291
Bay Rivers Group
Virginia
$3.82M +$63.9K +126 +2%
RIG
292
Renaissance Investment Group
Massachusetts
$3.77M -$70.5K -139 -2%
TPSF
293
Texas Permanent School Fund
Texas
$3.77M +$1.87M +3,687 +99%
SYBT
294
Stock Yards Bank & Trust
Kentucky
$3.73M -$22.8K -45 -0.6%
SL
295
Salomon & Ludwin
Virginia
$3.72M – – –
RMDI
296
R.M. Davis Inc
Maine
$3.71M -$32.5K -64 -0.9%
HI
297
Harbour Investments
Wisconsin
$3.69M +$58.9K +116 +2%
USB
298
Union Savings Bank
Connecticut
$3.59M – – –
JFG
299
JMG Financial Group
Illinois
$3.58M +$868K +1,710 +32%
CHJWM
300
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.56M +$262K +523 +8%
10 11
12
13 14