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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 %
WC
376
Woodstock Corp
Massachusetts
$2.05M +$176K +385 +9%
CT
377
Coastline Trust
Rhode Island
$2.04M -$398K -872 -16%
DT
378
Diversified Trust
Tennessee
$2.04M -$150K -328 -7%
EW
379
Element Wealth
Mississippi
$2.02M +$119K +261 +6%
NG
380
Norden Group
Utah
$2M +$2M +4,377 New
LAS
381
Lloyd Advisory Services
Georgia
$2M +$2M +4,377 New
FPAS
382
Focus Partners Advisor Solutions
Missouri
$1.99M +$47K +103 +2%
HAC
383
Harbor Advisory Corp
New Hampshire
$1.96M -$102K -223 -5%
KTA
384
Keeley-Teton Advisors
Illinois
$1.96M +$79.5K +174 +4%
VWM
385
Venturi Wealth Management
Texas
$1.94M +$1.94M +4,247 New
SIC
386
Salem Investment Counselors
North Carolina
$1.92M – – –
TVWM
387
Tower View Wealth Management
Wisconsin
$1.92M -$80.8K -177 -4%
ASN
388
Advisory Services Network
Georgia
$1.92M +$156K +341 +9%
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.91M -$145K -316 -7%
GW
390
GW & Wade
Massachusetts
$1.91M – – –
HPC
391
Hobart Private Capital
North Carolina
$1.9M +$1.9M +4,158 New
TPW
392
Transatlantique Private Wealth
New York
$1.9M – – –
WIC
393
Whitegate Investment Counselors
New Hampshire
$1.9M – – –
CA
394
Cambridge Advisors
Nebraska
$1.88M – – –
UB
395
UMB Bank
Missouri
$1.87M – – –
MGIA
396
Moneta Group Investment Advisors
Missouri
$1.87M -$32.9K -72 -2%
RWP
397
Revolve Wealth Partners
New Jersey
$1.82M +$4.57K +10 +0.3%
GL
398
Graypoint LLC
New York
$1.82M +$20.6K +45 +1%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$1.82M -$269K -575 -13%
PWM
400
Paulson Wealth Management
Illinois
$1.81M +$195K +428 +12%
14 15
16
17 18