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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 %
RBC
326
Romano Brothers & Co
Illinois
$2.67M – – –
LWM
327
Lionsbridge Wealth Management
Florida
$2.66M -$752K -1,646 -22%
Renaissance Technologies
328
Renaissance Technologies
New York
$2.65M +$2.65M +5,800 New
TI
329
Trexquant Investment
Connecticut
$2.64M +$2.64M +5,787 New
BWFA
330
Baltimore-Washington Financial Advisors
Maryland
$2.64M -$162K -354 -6%
SAM
331
Silvercrest Asset Management
New York
$2.61M -$3.2K -7 -0.1%
NGA
332
Naples Global Advisors
Florida
$2.61M -$141K -307 -5%
TC
333
TownSquare Capital
Utah
$2.56M +$1.89M +4,139 +280%
ROTUOC
334
Regents of the University of California
California
$2.56M – – –
SJIM
335
St. Johns Investment Management
Florida
$2.55M -$42.9K -94 -2%
IA
336
IFG Advisory
Georgia
$2.54M -$52.5K -115 -2%
MAA
337
Matrix Asset Advisors
New York
$2.52M -$52.5K -115 -2%
NAMP
338
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.51M – – –
LWCFA
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.48M -$54.7K -123 -2%
PIM
340
Penobscot Investment Management
Massachusetts
$2.45M +$614K +1,344 +33%
JFG
341
JMG Financial Group
Illinois
$2.44M +$300K +656 +14%
JIC
342
Joel Isaacson & Co
New York
$2.43M +$120K +263 +5%
LFG
343
Larson Financial Group
Missouri
$2.42M -$326K -713 -12%
MAM
344
Madison Asset Management
Wisconsin
$2.4M -$467K -1,022 -16%
SIAP
345
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.4M -$43.8K -96 -2%
SIC
346
Shoker Investment Counsel
Ohio
$2.39M -$26.9K -59 -1%
ATC
347
Argent Trust Co
Tennessee
$2.36M -$6.39K -14 -0.3%
MWM
348
Meridian Wealth Management
Kentucky
$2.35M -$368K -806 -14%
GRP
349
Global Retirement Partners
California
$2.32M -$8.47K -19 -0.4%
BRWA
350
B. Riley Wealth Advisors
Florida
$2.3M -$239K -522 -9%
12 13
14
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