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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 %
PAG
301
Paladin Advisory Group
Iowa
$3.09M -$37.4K -82 -1%
B
302
Bailard
California
$3.07M -$16K -35 -0.5%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$3.06M -$1.97M -4,317 -39%
BP
304
Ballentine Partners
Massachusetts
$3.05M +$457 +1 +0%
SWP
305
Summit Wealth Partners
Florida
$3.01M -$45.2K -99 -1%
FT
306
Fiduciary Trust
Massachusetts
$3.01M +$236K +517 +9%
SC
307
Steph & Co
Wisconsin
$3M -$15.1K -33 -0.5%
NSIM
308
North Star Investment Management
Illinois
$2.98M +$1.87M +4,103 +169%
GEA
309
Glen Eagle Advisors
New Jersey
$2.98M -$48.4K -106 -2%
PWM
310
Perigon Wealth Management
California
$2.96M +$152K +333 +5%
RVPG
311
Relative Value Partners Group
$2.95M – – –
SCM
312
Shapiro Capital Management
Georgia
$2.92M -$12.4M -27,100 -81%
AWM
313
Apollon Wealth Management
South Carolina
$2.9M +$137K +299 +5%
JWCA
314
J.W. Cole Advisors
Florida
$2.9M +$647K +1,416 +29%
BA
315
Bristlecone Advisors
Washington
$2.89M – – –
KFGK
316
Keystone Financial Group (Kentucky)
Kentucky
$2.88M – – –
SC
317
Sepio Capital
Utah
$2.88M – – –
CRIG
318
Charter Research & Investment Group
Connecticut
$2.87M -$39.3K -86 -1%
SF
319
Synovus Financial
Georgia
$2.83M -$1.17M -2,553 -29%
RhumbLine Advisers
320
RhumbLine Advisers
Massachusetts
$2.83M -$3.08M -6,740 -52%
CHJWM
321
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.82M +$174K +405 +7%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$2.72M -$69.4K -152 -2%
EH
323
Equitable Holdings
New York
$2.7M +$105K +229 +4%
PAM
324
Pegasus Asset Management
New York
$2.67M -$11.4K -25 -0.4%
WPP
325
Whalerock Point Partners
Rhode Island
$2.67M – – –
11 12
13
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