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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,132 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-9
Holders Change %
-0.79%
% of All Funds
18.12%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.17%
New
78
Increased
304
Reduced
414
Closed
68
Calls
$517M
Puts
$413M
Net Calls
+$104M
Net Calls Change
-$47.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$130M
2
Bank of America
Bank of America
North Carolina
$986M
3
Morgan Stanley
Morgan Stanley
New York
$582M
4
Corient Private Wealth
Corient Private Wealth
Florida
$112M
5
UBS Group
UBS Group
Switzerland
$315M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$38.5M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
3
Bessemer Group
Bessemer Group
New Jersey
$20.7M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
376
Putnam Investments
Massachusetts
$2.05M +$710K +1,548 +53%
LIM
377
Leavell Investment Management
Alabama
$2.04M +$276K +600 +16%
JWCA
378
J.W. Cole Advisors
Florida
$2.03M -$1.41M -3,077 -41%
ZIC
379
ZWJ Investment Counsel
Georgia
$2.02M -$12.4K -27 -0.6%
AIFAIM
380
American Institute for Advanced Investment Management
Arizona
$2.02M -$36.4K -81 -2%
LPIC
381
LeJeune Puetz Investment Counsel
Michigan
$1.99M -$4.13K -9 -0.2%
SB
382
Sunflower Bank
Texas
$1.98M -$14.7K -32 -0.7%
PAM
383
Private Asset Management
California
$1.98M -$108K -236 -5%
SIA
384
Soltis Investment Advisors
Utah
$1.97M – – –
EW
385
Element Wealth
Mississippi
$1.96M +$7.34K +16 +0.4%
FANJ
386
Financial Architects (New Jersey)
New Jersey
$1.95M -$28K -61 -1%
SIC
387
Salem Investment Counselors
North Carolina
$1.93M – – –
GW
388
GW & Wade
Massachusetts
$1.93M +$8.71K +19 +0.5%
BSA
389
Braun Stacey Associates
New York
$1.91M +$1.1M +2,401 +136%
CA
390
Cambridge Advisors
Nebraska
$1.91M -$23.4K -51 -1%
MGIA
391
Moneta Group Investment Advisors
Missouri
$1.91M +$186K +405 +11%
TPW
392
Transatlantique Private Wealth
New York
$1.9M +$165K +360 +9%
CT
393
Cambridge Trust
Massachusetts
$1.9M -$49.5K -108 -3%
VWM
394
Venturi Wealth Management
Texas
$1.9M +$45.8K +100 +2%
1IA
395
1834 Investment Advisors
Wisconsin
$1.89M – – –
UB
396
UMB Bank
Missouri
$1.88M +$9.17K +20 +0.5%
RWP
397
Revolve Wealth Partners
New Jersey
$1.87M -$22.9K -50 -1%
KTA
398
Keeley-Teton Advisors
Illinois
$1.86M -$4.13K -9 -0.2%
WC
399
Woodstock Corp
Massachusetts
$1.84M +$277K +605 +18%
DFG
400
Delta Financial Group
New Jersey
$1.84M +$84.8K +185 +5%
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16
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