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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
Houlihan Financial Resource Group
Virginia
$98.7M
2
Barclays
Barclays
United Kingdom
$97M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$152M
4
BlackRock
BlackRock
New York
$51.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$60.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M
2
Creative Planning
Creative Planning
Kansas
$148M
3
Goldman Sachs
Goldman Sachs
New York
$169M
4
UBS Group
UBS Group
Switzerland
$292M
5
Wells Fargo
Wells Fargo
California
$700M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
351
Joel Isaacson & Co
New York
$2.43M +$3.35K +7 +0.1%
WAG
352
Winthrop Advisory Group
Massachusetts
$2.4M -$12.5K -26 -0.5%
QT
353
Quantbot Technologies
New York
$2.39M +$2.39M +5,000 New
GHAM
354
Gilman Hill Asset Management
Connecticut
$2.38M – – –
Vanguard Group
355
Vanguard Group
Pennsylvania
$2.36M – – –
JWCA
356
J.W. Cole Advisors
Florida
$2.36M +$239K +500 +11%
ST
357
Spinnaker Trust
Maine
$2.36M -$4.79K -10 -0.2%
BFG
358
Baron Financial Group
New Jersey
$2.34M -$85.3K -178 -4%
CC
359
Courier Capital
New York
$2.33M – – –
H
360
HoyleCohen
California
$2.32M -$336K -701 -13%
AMG
361
Asset Management Group
Connecticut
$2.31M +$5.75K +12 +0.2%
GT
362
Greenleaf Trust
Michigan
$2.29M +$1.03M +2,156 +82%
DT
363
Diversified Trust
Tennessee
$2.29M -$52.7K -110 -2%
RWP
364
RWA Wealth Partners
Massachusetts
$2.26M +$1.85M +3,863 +449%
NEPWA
365
New England Private Wealth Advisors
Massachusetts
$2.26M – – –
JFG
366
JMG Financial Group
Illinois
$2.24M -$16.8K -35 -0.7%
TWC
367
TD Waterhouse Canada
Ontario, Canada
$2.21M +$3.95K +8 +0.2%
SFMG
368
Sage Financial Management Group
Virginia
$2.19M +$670K +1,398 +44%
EIA
369
Eldridge Investment Advisors
New Hampshire
$2.19M -$22K -46 -1%
WPA
370
West Paces Advisors
Georgia
$2.18M – – –
HAC
371
Harbor Advisory Corp
New Hampshire
$2.16M +$19.2K +40 +0.9%
JFGIW
372
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.16M -$12K -25 -0.6%
CWM
373
Connecticut Wealth Management
Connecticut
$2.16M -$54.1K -113 -2%
EPA
374
Element Pointe Advisors
Florida
$2.16M – – –
DTC
375
Davidson Trust Company
Washington
$2.15M – – –
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15
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