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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 %
PAM
326
Pegasus Asset Management
New York
$2.72M -$25.2K -55 -0.9%
SF
327
Summit Financial
New Jersey
$2.72M +$95.1K +207 +4%
IC
328
IEQ Capital
California
$2.68M +$180K +393 +7%
WPP
329
Whalerock Point Partners
Rhode Island
$2.68M – – –
SJIM
330
St. Johns Investment Management
Florida
$2.67M -$188K -410 -7%
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.66M +$813K +1,773 +44%
CT
332
Coastline Trust
Rhode Island
$2.65M -$1.38K -3 -0.1%
RBC
333
Romano Brothers & Co
Illinois
$2.64M -$11.9K -26 -0.4%
IA
334
IFG Advisory
Georgia
$2.64M -$194K -423 -7%
DI
335
Disciplined Investments
Oklahoma
$2.62M -$43.1K -94 -2%
EH
336
Equitable Holdings
New York
$2.61M -$211K -460 -7%
NAMP
337
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.59M -$254K -555 -9%
MAA
338
Matrix Asset Advisors
New York
$2.58M +$17.4K +38 +0.7%
LWM
339
Lionsbridge Wealth Management
Florida
$2.57M +$960K +2,094 +59%
SIC
340
Shoker Investment Counsel
Ohio
$2.57M +$5.04K +11 +0.2%
ROTUOC
341
Regents of the University of California
California
$2.57M – – –
H
342
HoyleCohen
California
$2.54M -$122K -266 -5%
SIAP
343
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.53M -$98.1K -214 -4%
FTUS
344
Flow Traders U.S.
New York
$2.52M +$2.52M +5,505 New
RAM
345
Riggs Asset Management
Pennsylvania
$2.5M +$1.26M +2,747 +101%
PTC
346
Private Trust Company
Ohio
$2.47M -$34.4K -75 -1%
ATC
347
Argent Trust Co
Tennessee
$2.43M -$5.5K -12 -0.2%
GRP
348
Global Retirement Partners
California
$2.35M -$896 -2 -0%
JIC
349
Joel Isaacson & Co
New York
$2.32M +$2.75K +6 +0.1%
BFG
350
Baron Financial Group
New Jersey
$2.32M -$79.8K -174 -3%
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