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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,132 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-9
Holders Change %
-0.79%
% of All Funds
18.12%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.17%
New
78
Increased
304
Reduced
414
Closed
68
Calls
$517M
Puts
$413M
Net Calls
+$104M
Net Calls Change
-$47.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$130M
2
Bank of America
Bank of America
North Carolina
$986M
3
Morgan Stanley
Morgan Stanley
New York
$582M
4
Corient Private Wealth
Corient Private Wealth
Florida
$112M
5
UBS Group
UBS Group
Switzerland
$315M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$38.5M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
3
Bessemer Group
Bessemer Group
New Jersey
$20.7M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRG
301
Bay Rivers Group
Virginia
$3.24M +$6.42K +14 +0.2%
VC
302
Veracity Capital
Georgia
$3.17M – – –
PAG
303
Paladin Advisory Group
Iowa
$3.15M +$3.15M +6,864 New
B
304
Bailard
California
$3.14M +$36.7K +80 +1%
GEA
305
Glen Eagle Advisors
New Jersey
$3.1M -$65.1K -142 -2%
SWP
306
Summit Wealth Partners
Florida
$3.07M +$458 +1 +0%
BP
307
Ballentine Partners
Massachusetts
$3.07M – – –
GA
308
GFS Advisors
Texas
$3.03M – – –
RVPG
309
Relative Value Partners Group
$2.96M -$107K -234 -3%
MWM
310
Meridian Wealth Management
Kentucky
$2.95M -$5.5K -12 -0.2%
MFG
311
Midwest Financial Group
Kansas
$2.93M +$2.93M +6,396 New
BA
312
Bristlecone Advisors
Washington
$2.9M – – –
PFA
313
Pinnacle Family Advisors
Missouri
$2.9M +$225K +491 +8%
AWM
314
Apollon Wealth Management
South Carolina
$2.89M +$25.7K +56 +0.9%
SC
315
Sepio Capital
Utah
$2.89M – – –
SAM
316
Silvercrest Asset Management
New York
$2.89M +$1.38K +3 +0%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$2.88M -$311K -1,825 -10%
CRIG
318
Charter Research & Investment Group
Connecticut
$2.85M +$105K +230 +4%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$2.83M -$705K -1,537 -20%
BFG
320
Barber Financial Group
Kansas
$2.81M +$991K +2,161 +54%
LFG
321
Larson Financial Group
Missouri
$2.8M -$1.38K -3 -0%
IWA
322
Intercontinental Wealth Advisors
Texas
$2.78M -$15.1K -33 -0.5%
AGAM
323
Audent Global Asset Management
California
$2.77M +$639K +1,394 +30%
NGA
324
Naples Global Advisors
Florida
$2.76M +$80.4K +175 +3%
CHJWM
325
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.75M -$134K -299 -5%
11 12
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