MDY icon

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 %
PIM
401
Penobscot Investment Management
Massachusetts
$1.84M -$17.4K -38 -0.9%
FA
402
Flagstar Advisors
New York
$1.83M -$37.7K -82 -2%
NB
403
Northwest Bancshares
Pennsylvania
$1.83M -$138K -300 -7%
MFG
404
Merit Financial Group
Georgia
$1.82M -$64.2K -140 -3%
FFN
405
Focus Financial Network
Minnesota
$1.78M -$6.89K -15 -0.4%
SFG
406
Sovereign Financial Group
Connecticut
$1.78M +$1.83K +4 +0.1%
IFS
407
Intelligent Financial Strategies
Minnesota
$1.76M +$2.29K +5 +0.1%
CG
408
Caprock Group
Idaho
$1.76M – – –
JPG
409
Jordan Park Group
California
$1.75M – – –
CWM
410
Compass Wealth Management
Connecticut
$1.74M -$61.4K -134 -3%
ST
411
Sentinel Trust
Texas
$1.74M +$708K +1,544 +69%
OSNBOA
412
Old Second National Bank of Aurora
Illinois
$1.73M -$32.1K -70 -2%
NPT
413
Nixon Peabody Trust
Massachusetts
$1.73M -$230K -502 -12%
CWM
414
ClientFirst Wealth Management
Arkansas
$1.72M – – –
KLI
415
Kelman-Lazarov Inc
Tennessee
$1.71M -$35.3K -77 -2%
LWA
416
Lowe Wealth Advisors
Maryland
$1.71M +$6.88K +15 +0.4%
XF
417
XML Financial
Maryland
$1.71M -$38K -83 -2%
CWP
418
Cyndeo Wealth Partners
Florida
$1.7M +$292K +637 +21%
IAG
419
Investment Advisory Group
Massachusetts
$1.69M – – –
QPW
420
Quantum Private Wealth
Florida
$1.68M -$22.9K -50 -1%
DC
421
Darrow Company
Massachusetts
$1.67M -$118K -258 -7%
WCM
422
WealthBridge Capital Management
Ohio
$1.65M +$458 +1 +0%
NP
423
NorthRock Partners
Minnesota
$1.65M -$179K -391 -10%
TFGT
424
TS Financial Group (TSFG)
Illinois
$1.65M -$13.8K -30 -0.8%
RSS
425
Rosenblum Silverman Sutton
California
$1.65M -$33K -72 -2%
15 16
17
18 19