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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 %
MHIC
426
Marble Harbor Investment Counsel
Massachusetts
$1.63M +$344K +750 +27%
KC
427
Kingfisher Capital
North Carolina
$1.62M +$4.13K +9 +0.3%
ASN
428
Advisory Services Network
Georgia
$1.62M +$76.1K +166 +5%
LC
429
Lindbrook Capital
California
$1.61M -$5.5K -12 -0.3%
FCH
430
Freestone Capital Holdings
Washington
$1.6M -$2.75K -6 -0.2%
BCG
431
Breakwater Capital Group
New Jersey
$1.6M -$81.1K -177 -5%
SWM
432
Spire Wealth Management
Virginia
$1.59M +$384K +837 +32%
SWA
433
SOA Wealth Advisors
New York
$1.59M +$1.38K +3 +0.1%
MF
434
Meridian Financial
Massachusetts
$1.58M -$22.9K -50 -1%
KWM
435
Kingsview Wealth Management
Oregon
$1.57M – – –
PCP
436
Proficio Capital Partners
Massachusetts
$1.57M – – –
MIC
437
Meridian Investment Counsel
California
$1.56M -$68.3K -149 -4%
TIA
438
Tiemann Investment Advisors
California
$1.56M -$101K -220 -6%
PCMC
439
Paragon Capital Management (Colorado)
Colorado
$1.56M – – –
SPC
440
Sigma Planning Corp
Michigan
$1.56M -$29.8K -65 -2%
OFG
441
Oxford Financial Group
Indiana
$1.55M – – –
CPA
442
Capital Planning Advisors
California
$1.55M – – –
GAG
443
GM Advisory Group
New York
$1.55M +$869K +1,895 +128%
MCWS
444
McKinley Carter Wealth Services
West Virginia
$1.55M – – –
FFS
445
Founders Financial Securities
Maryland
$1.54M -$160K -348 -9%
CF
446
Centaurus Financial
California
$1.53M +$1.12M +2,438 +270%
BAM
447
Belpointe Asset Management
Nevada
$1.53M -$229K -499 -13%
PA
448
PFG Advisors
Arizona
$1.53M +$132K +288 +9%
RFC
449
Regions Financial Corp
Alabama
$1.51M +$345K +752 +30%
GL
450
Graypoint LLC
New York
$1.51M -$168K -367 -10%
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