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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 %
PSIWM
451
Paradigm Strategies in Wealth Management
Minnesota
$1.5M -$23.4K -51 -2%
FMTC
452
Farmers & Merchants Trust Company
California
$1.49M -$413K -900 -22%
FCBT
453
First Citizens Bank & Trust
North Carolina
$1.48M -$808K -1,763 -35%
CS
454
Crescent Sterling
Louisiana
$1.47M +$1.47M +3,210 New
BAAM
455
Baker Avenue Asset Management
California
$1.46M +$215K +470 +17%
FPAS
456
Focus Partners Advisor Solutions
Missouri
$1.46M -$602K -1,314 -29%
SFMG
457
Sage Financial Management Group
Virginia
$1.46M -$675K -1,473 -32%
CW
458
CreativeOne Wealth
Kansas
$1.45M +$73.4K +160 +5%
EWA
459
EverSource Wealth Advisors
Alabama
$1.44M +$215K +469 +18%
HI
460
Horizon Investments
North Carolina
$1.44M -$237K -517 -14%
PWM
461
Paulson Wealth Management
Illinois
$1.43M +$202K +440 +16%
WB
462
WesBanco Bank
West Virginia
$1.42M -$62.3K -136 -4%
UBV
463
United Bank (Virginia)
Virginia
$1.42M – – –
NA
464
NewEdge Advisors
Louisiana
$1.41M +$87K +191 +7%
AL
465
Aspiriant LLC
California
$1.41M – – –
WCM
466
Wunderlich Capital Managemnt
Tennessee
$1.41M +$24.8K +54 +2%
BBNA
467
Bremer Bank National Association
Minnesota
$1.41M – – –
IAN
468
Integrated Advisors Network
Texas
$1.4M +$13.8K +30 +1%
BOS
469
Bank of Stockton
California
$1.4M -$699K -1,525 -33%
CFC
470
Coyle Financial Counsel
Illinois
$1.39M -$144K -315 -9%
APP
471
Avantax Planning Partners
Iowa
$1.38M -$20.2K -44 -1%
LMKC
472
L.M. Kohn & Company
Ohio
$1.38M – – –
Marshall Wace
473
Marshall Wace
United Kingdom
$1.38M +$1.38M +3,000 New
MCM
474
Manchester Capital Management
Vermont
$1.34M – – –
CFGS
475
Concourse Financial Group Securities
Alabama
$1.33M +$1.24M +2,689 +1,299%
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