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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 %
MCWS
451
McKinley Carter Wealth Services
West Virginia
$1.49M -$29.7K -65 -2%
GAM
452
GEM Asset Management
Michigan
$1.49M – – –
FMTC
453
Farmers & Merchants Trust Company
California
$1.47M -$7.76K -17 -0.5%
RFC
454
Regions Financial Corp
Alabama
$1.46M -$40.6K -89 -3%
CWP
455
Cyndeo Wealth Partners
Florida
$1.46M -$204K -446 -12%
STA
456
Summit Trail Advisors
New York
$1.45M -$916 -2 -0.1%
IAIM
457
International Assets Investment Management
Florida
$1.45M +$56.7K +125 +4%
WCM
458
Wunderlich Capital Managemnt
Tennessee
$1.44M +$63.9K +140 +5%
MC
459
Mathes Company
New York
$1.44M – – –
DI
460
Disciplined Investments
Oklahoma
$1.43M -$1.12M -2,453 -44%
PSIWM
461
Paradigm Strategies in Wealth Management
Minnesota
$1.42M -$46.1K -101 -3%
FFS
462
Founders Financial Securities
Maryland
$1.41M -$28.8K -63 -2%
LMKC
463
L.M. Kohn & Company
Ohio
$1.41M – – –
AL
464
Aspiriant LLC
California
$1.4M -$2.28K -5 -0.2%
GAG
465
GM Advisory Group
New York
$1.39M -$65.7K -144 -5%
HI
466
Horizon Investments
North Carolina
$1.38M -$28.8K -63 -2%
Neuberger Berman Group
467
Neuberger Berman Group
New York
$1.38M +$121K +264 +10%
APP
468
Avantax Planning Partners
Iowa
$1.38M +$15.5K +34 +1%
KPWS
469
Kestra Private Wealth Services
Texas
$1.37M +$722K +1,581 +112%
PAM
470
Private Asset Management
California
$1.35M -$151K -330 -10%
XF
471
XML Financial
Maryland
$1.35M -$312K -684 -19%
MCM
472
Manchester Capital Management
Vermont
$1.34M – – –
TPCW
473
TD Private Client Wealth
New York
$1.33M +$29.7K +65 +2%
CFC
474
Coyle Financial Counsel
Illinois
$1.33M +$2.74K +6 +0.2%
SWA
475
SOA Wealth Advisors
New York
$1.32M -$71.7K -157 -5%
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