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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 %
GHAM
351
Gilman Hill Asset Management
Connecticut
$2.3M +$28.8K +63 +1%
PTC
352
Private Trust Company
Ohio
$2.29M -$139K -305 -6%
CWM
353
Connecticut Wealth Management
Connecticut
$2.28M +$226K +496 +11%
MFG
354
Merit Financial Group
Georgia
$2.27M -$595K -1,304 -21%
WAG
355
Winthrop Advisory Group
Massachusetts
$2.27M -$22.5K -49 -1%
Vanguard Group
356
Vanguard Group
Pennsylvania
$2.25M – – –
AGAM
357
Audent Global Asset Management
California
$2.24M -$489K -1,070 -18%
GT
358
Greenleaf Trust
Michigan
$2.23M +$44.8K +98 +2%
BCG
359
Breakwater Capital Group
New Jersey
$2.23M +$902K +2,073 +68%
CC
360
Courier Capital
New York
$2.22M – – –
AMG
361
Asset Management Group
Connecticut
$2.21M +$6.39K +14 +0.3%
RWP
362
RWA Wealth Partners
Massachusetts
$2.18M +$26.5K +58 +1%
ST
363
Spinnaker Trust
Maine
$2.18M -$71.2K -156 -3%
BFG
364
Baron Financial Group
New Jersey
$2.17M -$58.9K -129 -3%
NEPWA
365
New England Private Wealth Advisors
Massachusetts
$2.16M +$913 +2 +0%
ATFA
366
All Terrain Financial Advisors
Minnesota
$2.15M -$3.18M -6,956 -60%
DFG
367
Delta Financial Group
New Jersey
$2.11M +$162K +355 +8%
H
368
HoyleCohen
California
$2.09M -$119K -261 -5%
CAGAS
369
Capital Advisory Group Advisory Services
Minnesota
$2.09M +$2.09M +4,568 New
WPA
370
West Paces Advisors
Georgia
$2.08M – – –
SF
371
Summit Financial
New Jersey
$2.06M +$19.2K +42 +0.9%
EPA
372
Element Pointe Advisors
Florida
$2.05M – – –
ZIC
373
ZWJ Investment Counsel
Georgia
$2.05M +$53.9K +118 +3%
DTC
374
Davidson Trust Company
Washington
$2.05M – – –
SFMG
375
Sage Financial Management Group
Virginia
$2.05M -$38.8K -85 -2%
13 14
15
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