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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,148 hedge funds and large institutions have $11.8B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 406 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+16
Holders Change %
+1.41%
% of All Funds
18.1%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
71
Increased
282
Reduced
406
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$98.7M
2
Barclays
2
Barclays
United Kingdom
$97M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$152M
4
BlackRock
4
BlackRock
New York
$51.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$60.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$131M
2
Creative Planning
2
Creative Planning
Kansas
$148M
3
Goldman Sachs
3
Goldman Sachs
New York
$169M
4
UBS Group
4
UBS Group
Switzerland
$292M
5
Wells Fargo
5
Wells Fargo
California
$700M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
301
IEQ Capital
California
$3.33M +$526K +1,099 +19%
VC
302
Veracity Capital
Georgia
$3.31M – – –
PAG
303
Paladin Advisory Group
Iowa
$3.28M -$11K -23 -0.3%
MFG
304
Midwest Financial Group
Kansas
$3.24M +$178K +371 +6%
B
305
Bailard
California
$3.23M -$50.3K -105 -2%
SWP
306
Summit Wealth Partners
Florida
$3.21M – – –
BP
307
Ballentine Partners
Massachusetts
$3.2M -$479 -1 -0%
GEA
308
Glen Eagle Advisors
New Jersey
$3.18M -$54.1K -113 -2%
SC
309
Steph & Co
Wisconsin
$3.17M -$227K -474 -7%
RVPG
310
Relative Value Partners Group
$3.1M – – –
DADC
311
D.A. Davidson & Co
Montana
$3.06M +$2.25M +4,691 +276%
CRIG
312
Charter Research & Investment Group
Connecticut
$3.06M +$77.1K +161 +3%
CHJWM
313
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.03M +$22K +45 +0.7%
BA
314
Bristlecone Advisors
Washington
$3.03M – – –
KFGK
315
Keystone Financial Group (Kentucky)
Kentucky
$3.02M +$3.02M +6,309 New
SC
316
Sepio Capital
Utah
$3.02M – – –
MFG
317
Merit Financial Group
Georgia
$3.01M +$1.11M +2,319 +58%
MAM
318
Madison Asset Management
Wisconsin
$3M -$809K -1,689 -21%
SBH
319
Segall Bryant & Hamill
Illinois
$2.97M -$795K -1,659 -21%
PWM
320
Perigon Wealth Management
California
$2.94M +$793K +1,655 +37%
BWFA
321
Baltimore-Washington Financial Advisors
Maryland
$2.93M -$2.21M -4,625 -43%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$2.93M -$26.3K -55 -0.9%
FT
323
Fiduciary Trust
Massachusetts
$2.9M +$526K +1,098 +22%
AWM
324
Apollon Wealth Management
South Carolina
$2.9M -$119K -249 -4%
NGA
325
Naples Global Advisors
Florida
$2.88M -$4.8K -10 -0.2%
11 12
13
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