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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 %
ITC
376
Inspire Trust Company
Nevada
$2.45M +$2.45M +4,832 New
ST
377
Spinnaker Trust
Maine
$2.42M -$1.02K -2 -0%
PE
378
Point72 Europe
United Kingdom
$2.4M +$2.4M +4,738 New
BAM
379
Belpointe Asset Management
Nevada
$2.4M +$1.78M +3,507 +288%
NEPWA
380
New England Private Wealth Advisors
Massachusetts
$2.39M – – –
DFG
381
Delta Financial Group
New Jersey
$2.39M +$44.1K +87 +2%
Envestnet Portfolio Solutions
382
Envestnet Portfolio Solutions
Illinois
$2.38M +$420K +828 +21%
PWM
383
Paulson Wealth Management
Illinois
$2.37M +$359K +708 +18%
CAGAS
384
Capital Advisory Group Advisory Services
Minnesota
$2.36M +$44.6K +88 +2%
BFG
385
Baron Financial Group
New Jersey
$2.34M -$70.5K -139 -3%
H
386
HoyleCohen
California
$2.33M +$3.04K +6 +0.1%
NA
387
NewEdge Advisors
Louisiana
$2.32M +$1.07M +2,124 +86%
PWP
388
Precedent Wealth Partners
Texas
$2.32M +$2.32M +4,573 New
WPA
389
West Paces Advisors
Georgia
$2.31M – – –
DT
390
Diversified Trust
Tennessee
$2.31M +$42.6K +84 +2%
ATFA
391
All Terrain Financial Advisors
Minnesota
$2.3M -$80.7K -159 -3%
ZIC
392
ZWJ Investment Counsel
Georgia
$2.29M +$8.63K +17 +0.4%
SF
393
Summit Financial
New Jersey
$2.29M +$4.58K +9 +0.2%
EPA
394
Element Pointe Advisors
Florida
$2.28M – – –
FCBT
395
First Citizens Bank & Trust
North Carolina
$2.28M +$321K +633 +16%
DTC
396
Davidson Trust Company
Washington
$2.28M – – –
WC
397
Woodstock Corp
Massachusetts
$2.28M – – –
GL
398
Graypoint LLC
New York
$2.27M +$249K +490 +12%
Wolverine Trading
399
Wolverine Trading
Illinois
$2.24M -$19.4M -38,151 -90%
DWT
400
Dorsey & Whitney Trust
South Dakota
$2.23M +$1.1M +2,164 +97%
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