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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
Morgan Stanley
New York
$1.57B
2
IMC Chicago
IMC Chicago
Illinois
$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$251M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$127M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Squarepoint
Squarepoint
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
Goldman Sachs
New York
$197M
5
CA
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
301
OneDigital Investment Advisors
Kansas
$3.53M -$88.8K -175 -2%
UCFA
302
United Capital Financial Advisors
Texas
$3.51M -$1.04M -2,055 -23%
VC
303
Veracity Capital
Georgia
$3.5M – – –
HTC
304
Haverford Trust Company
Pennsylvania
$3.46M -$926K -1,825 -21%
NSIM
305
North Star Investment Management
Illinois
$3.44M +$120K +236 +4%
MFG
306
Midwest Financial Group
Kansas
$3.41M -$160K -315 -4%
IC
307
IEQ Capital
California
$3.41M -$92.3K -182 -3%
B
308
Bailard
California
$3.41M +$1.02K +2 +0%
HVIA
309
Hudson Valley Investment Advisors
New York
$3.4M -$615K -1,226 -15%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$3.39M -$13.7K -27 -0.4%
SW
311
SVB Wealth
Massachusetts
$3.39M -$2.96M -5,831 -47%
GEA
312
Glen Eagle Advisors
New Jersey
$3.38M +$63.9K +126 +2%
SWP
313
Summit Wealth Partners
Florida
$3.35M – – –
GAM
314
Gould Asset Management
California
$3.32M -$246K -485 -7%
FT
315
Fiduciary Trust
Massachusetts
$3.3M -$38.1K -75 -1%
AWM
316
Apollon Wealth Management
South Carolina
$3.3M +$69.5K +137 +2%
RVPG
317
Relative Value Partners Group
$3.28M – – –
CPA
318
Clear Point Advisors
New York
$3.28M +$3.28M +6,459 New
BP
319
Ballentine Partners
Massachusetts
$3.27M -$127K -250 -4%
BA
320
Bristlecone Advisors
Washington
$3.23M +$22.3K +44 +0.7%
SF
321
Synovus Financial
Georgia
$3.21M +$58.9K +116 +2%
PAG
322
Paladin Advisory Group
Iowa
$3.2M -$226K -445 -7%
CRIG
323
Charter Research & Investment Group
Connecticut
$3.2M +$6.09K +12 +0.2%
SC
324
Sepio Capital
Utah
$3.2M – – –
USCWA
325
U.S. Capital Wealth Advisors
Texas
$3.16M +$1.33M +2,621 +73%
11 12
13
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