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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 %
RSS
426
Rosenblum Silverman Sutton
California
$1.64M -$4.57K -10 -0.3%
USCWA
427
U.S. Capital Wealth Advisors
Texas
$1.64M +$1.43M +3,127 +664%
KC
428
Kingfisher Capital
North Carolina
$1.63M +$3.65K +8 +0.2%
TFGT
429
TS Financial Group (TSFG)
Illinois
$1.62M – – –
MSAM
430
Moloney Securities Asset Management
Missouri
$1.62M +$226K +495 +16%
FCH
431
Freestone Capital Holdings
Washington
$1.61M -$10.5K -23 -0.6%
CWM
432
Compass Wealth Management
Connecticut
$1.61M -$119K -261 -7%
G
433
GenTrust
Florida
$1.61M -$1.71M -3,722 -52%
DC
434
Darrow Company
Massachusetts
$1.61M – – –
EWA
435
EverSource Wealth Advisors
Alabama
$1.58M +$185K +405 +13%
PA
436
PFG Advisors
Arizona
$1.57M +$67.1K +147 +4%
CW
437
Connectus Wealth
Ohio
$1.57M +$338K +741 +28%
SB
438
Sunflower Bank
Texas
$1.56M -$46.1K -101 -3%
PCP
439
Proficio Capital Partners
Massachusetts
$1.56M – – –
MF
440
Meridian Financial
Massachusetts
$1.56M -$20.1K -44 -1%
PCMC
441
Paragon Capital Management (Colorado)
Colorado
$1.55M – – –
TIA
442
Tiemann Investment Advisors
California
$1.55M -$913 -2 -0.1%
LC
443
Lindbrook Capital
California
$1.55M -$45.7K -100 -3%
WB
444
WesBanco Bank
West Virginia
$1.55M -$129K -283 -8%
KLI
445
Kelman-Lazarov Inc
Tennessee
$1.55M -$26K -57 -2%
MIC
446
Meridian Investment Counsel
California
$1.54M -$9.13K -20 -0.6%
CPA
447
Capital Planning Advisors
California
$1.54M – – –
AGM
448
Alpine Global Management
New York
$1.53M +$1.09M +2,379 +246%
OFG
449
Oxford Financial Group
Indiana
$1.52M -$199K -435 -12%
NL
450
NWAM LLC
Washington
$1.51M -$82.2K -180 -5%
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