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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
Granite Bay Wealth Management
New Hampshire
$1.22B
2
PFO
Pathstone Family Office
New Jersey
$440M
3
Goldman Sachs
Goldman Sachs
New York
$244M
4
Bank of America
Bank of America
North Carolina
$1.03B
5
Squarepoint
Squarepoint
New York
$96.3M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.42M
2
Barclays
Barclays
United Kingdom
$35.2M
3
Morgan Stanley
Morgan Stanley
New York
$577M
4
BlackRock
BlackRock
New York
$14.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
401
Soltis Investment Advisors
Utah
$1.81M – – –
CT
402
Cambridge Trust
Massachusetts
$1.8M -$61.6K -135 -3%
EIA
403
Eldridge Investment Advisors
New Hampshire
$1.8M -$288K -630 -14%
AIFAIM
404
American Institute for Advanced Investment Management
Arizona
$1.79M -$217K -475 -11%
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$1.77M +$1.77M +3,872 New
FCBT
406
First Citizens Bank & Trust
North Carolina
$1.77M -$7.31K -16 -0.4%
IFS
407
Intelligent Financial Strategies
Minnesota
$1.76M +$1.83K +4 +0.1%
SFG
408
Sovereign Financial Group
Connecticut
$1.76M -$6.85K -15 -0.4%
PI
409
Putnam Investments
Massachusetts
$1.76M -$4.25M -9,311 -71%
WCM
410
WealthBridge Capital Management
Ohio
$1.76M +$55.3K +121 +3%
WP
411
WealthSpring Partners
California
$1.76M -$34.7K -76 -2%
CG
412
Caprock Group
Idaho
$1.75M – – –
JPG
413
Jordan Park Group
California
$1.74M – – –
LWA
414
Lowe Wealth Advisors
Maryland
$1.74M +$53.4K +117 +3%
NB
415
Northwest Bancshares
Pennsylvania
$1.72M -$16.9K -37 -1%
FA
416
Flagstar Advisors
New York
$1.72M -$11K -24 -0.6%
OSNBOA
417
Old Second National Bank of Aurora
Illinois
$1.71M -$10K -22 -0.6%
TPSF
418
Texas Permanent School Fund
Texas
$1.71M -$3.52M -7,705 -67%
CWM
419
ClientFirst Wealth Management
Arkansas
$1.7M – – –
KWM
420
Kingsview Wealth Management
Oregon
$1.69M +$157K +344 +10%
CS
421
Crescent Sterling
Louisiana
$1.67M -$46.1K -101 -3%
IAG
422
Investment Advisory Group
Massachusetts
$1.67M -$457 -1 -0%
QPW
423
Quantum Private Wealth
Florida
$1.67M – – –
FFN
424
Focus Financial Network
Minnesota
$1.65M -$20.6K -45 -1%
1IA
425
1834 Investment Advisors
Wisconsin
$1.65M -$6.85K -15 -0.4%
15 16
17
18 19