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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 %
CL
326
Choreo LLC
Illinois
$3.1M +$1.97M +3,892 +175%
LWM
327
Lionsbridge Wealth Management
Florida
$3.07M +$113K +222 +4%
ST
328
Sabal Trust
Florida
$3.06M +$2.28M +4,486 +292%
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3M +$873K +1,715 +41%
EH
330
Equitable Holdings
New York
$2.99M -$7.1K -14 -0.2%
KFGK
331
Keystone Financial Group (Kentucky)
Kentucky
$2.97M -$229K -452 -7%
WPP
332
Whalerock Point Partners
Rhode Island
$2.97M – – –
RBC
333
Romano Brothers & Co
Illinois
$2.97M – – –
Manulife (Manufacturers Life Insurance)
334
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.88M +$1.46M +2,869 +102%
SAM
335
Silvercrest Asset Management
New York
$2.88M -$16.2K -32 -0.6%
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$2.88M -$144K -283 -5%
NGA
337
Naples Global Advisors
Florida
$2.84M -$56K -110 -2%
ROTUOC
338
Regents of the University of California
California
$2.84M – – –
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.83M +$2.58M +5,077 +1,007%
SJIM
340
St. Johns Investment Management
Florida
$2.83M -$3.55K -7 -0.1%
AGAM
341
Audent Global Asset Management
California
$2.81M +$325K +640 +13%
IA
342
IFG Advisory
Georgia
$2.81M -$18.8K -37 -0.7%
PAM
343
Pegasus Asset Management
New York
$2.8M -$167K -330 -6%
MAA
344
Matrix Asset Advisors
New York
$2.79M -$8.12K -16 -0.3%
JIC
345
Joel Isaacson & Co
New York
$2.78M +$70.5K +139 +3%
BCG
346
Breakwater Capital Group
New Jersey
$2.76M +$172K +340 +7%
BWFA
347
Baltimore-Washington Financial Advisors
Maryland
$2.75M -$180K -354 -6%
PIM
348
Penobscot Investment Management
Massachusetts
$2.71M -$8.63K -17 -0.3%
GT
349
Greenleaf Trust
Michigan
$2.71M +$229K +452 +9%
RWP
350
RWA Wealth Partners
Massachusetts
$2.7M +$273K +539 +11%
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