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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 %
SIAP
351
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.69M +$24.9K +49 +0.9%
LWCFA
352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.66M -$118K -236 -4%
PA
353
PFG Advisors
Arizona
$2.65M +$901K +1,776 +52%
MIM
354
Miller Investment Management
Pennsylvania
$2.64M +$2.64M +5,201 New
SIC
355
Shoker Investment Counsel
Ohio
$2.62M -$32K -63 -1%
ATC
356
Argent Trust Co
Tennessee
$2.61M -$12.7K -25 -0.5%
GRP
357
Global Retirement Partners
California
$2.61M +$31.2K +63 +1%
MWM
358
Meridian Wealth Management
Kentucky
$2.61M – – –
NAMP
359
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.61M -$185K -365 -7%
PTC
360
Private Trust Company
Ohio
$2.54M -$2.03K -4 -0.1%
KTA
361
Keeley-Teton Advisors
Illinois
$2.54M +$365K +720 +17%
GHAM
362
Gilman Hill Asset Management
Connecticut
$2.54M -$15.2K -30 -0.6%
CWM
363
Connecticut Wealth Management
Connecticut
$2.54M +$507 +1 +0%
Vanguard Group
364
Vanguard Group
Pennsylvania
$2.53M +$25.4K +50 +1%
WAG
365
Winthrop Advisory Group
Massachusetts
$2.51M – – –
Man Group
366
Man Group
United Kingdom
$2.5M +$2.5M +4,937 New
FPAS
367
Focus Partners Advisor Solutions
Missouri
$2.5M +$291K +573 +13%
BRWA
368
B. Riley Wealth Advisors
Florida
$2.5M -$58.6K -115 -2%
FFN
369
Focus Financial Network
Minnesota
$2.47M +$632K +1,241 +34%
Millennium Management
370
Millennium Management
New York
$2.47M +$1.9M +3,748 +335%
MFG
371
Merit Financial Group
Georgia
$2.46M -$61.9K -122 -2%
CC
372
Courier Capital
New York
$2.46M – – –
AMG
373
Asset Management Group
Connecticut
$2.46M +$8.63K +17 +0.4%
CT
374
Coastline Trust
Rhode Island
$2.45M +$186K +366 +8%
FA
375
Flagstar Advisors
New York
$2.45M +$540K +1,061 +28%
13 14
15
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