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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 %
LFG
326
Larson Financial Group
Missouri
$2.88M -$49.8K -104 -2%
AGAM
327
Audent Global Asset Management
California
$2.86M -$34.5K -72 -1%
IWA
328
Intercontinental Wealth Advisors
Texas
$2.85M -$54.1K -113 -2%
MWM
329
Meridian Wealth Management
Kentucky
$2.85M -$234K -488 -8%
PAM
330
Pegasus Asset Management
New York
$2.81M -$33K -69 -1%
WPP
331
Whalerock Point Partners
Rhode Island
$2.8M – – –
RBC
332
Romano Brothers & Co
Illinois
$2.8M +$38.3K +80 +1%
SAM
333
Silvercrest Asset Management
New York
$2.74M -$275K -574 -9%
LWCFA
334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.73M -$50.3K -105 -2%
IA
335
IFG Advisory
Georgia
$2.72M -$35.4K -74 -1%
SJIM
336
St. Johns Investment Management
Florida
$2.72M -$69.4K -145 -2%
EH
337
Equitable Holdings
New York
$2.72M -$6.71K -14 -0.2%
MAA
338
Matrix Asset Advisors
New York
$2.7M -$2.87K -6 -0.1%
ROTUOC
339
Regents of the University of California
California
$2.68M – – –
DI
340
Disciplined Investments
Oklahoma
$2.67M -$61.8K -129 -2%
BRWA
341
B. Riley Wealth Advisors
Florida
$2.66M -$1.06M -2,197 -28%
SPC
342
Sigma Planning Corp
Michigan
$2.64M +$1.01M +2,117 +62%
NAMP
343
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.63M -$76.6K -160 -3%
Select Equity Group
344
Select Equity Group
New York
$2.57M +$2.57M +5,372 New
SIAP
345
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.56M -$87.2K -182 -3%
CT
346
Coastline Trust
Rhode Island
$2.56M -$208K -435 -8%
PTC
347
Private Trust Company
Ohio
$2.55M -$28.3K -59 -1%
SIC
348
Shoker Investment Counsel
Ohio
$2.54M -$150K -314 -6%
GRP
349
Global Retirement Partners
California
$2.51M -$7.66K -16 -0.3%
ATC
350
Argent Trust Co
Tennessee
$2.48M -$58.9K -123 -2%
12 13
14
15 16