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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,226 hedge funds and large institutions have $14.6B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 330 increasing their positions, 389 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,226
Holders Change
+74
Holders Change %
+6.42%
% of All Funds
17.97%
Holding in Top 10
68
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.68%
% of All Funds
1%
New
154
Increased
330
Reduced
389
Closed
60
Calls
$932M
Puts
$521M
Net Calls
+$411M
Net Calls Change
-$106M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.57B
2
IMC Chicago
IMC Chicago
Illinois
$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$251M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$127M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Squarepoint
Squarepoint
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
Goldman Sachs
New York
$197M
5
CA
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
451
Freestone Capital Holdings
Washington
$1.76M -$29.4K -58 -2%
IAN
452
Integrated Advisors Network
Texas
$1.75M +$299K +590 +21%
CW
453
Connectus Wealth
Ohio
$1.74M -$2.03K -4 -0.1%
PCP
454
Proficio Capital Partners
Massachusetts
$1.73M – – –
FF
455
Farrow Financial
Vermont
$1.73M +$1.73M +3,408 New
LSAG
456
Lake Street Advisors Group
New Hampshire
$1.73M +$1.73M +3,396 New
PCMC
457
Paragon Capital Management (Colorado)
Colorado
$1.73M – – –
LC
458
Lindbrook Capital
California
$1.72M – – –
WPW
459
Watershed Private Wealth
Illinois
$1.72M +$365K +720 +27%
WB
460
WesBanco Bank
West Virginia
$1.72M -$507 -1 -0%
KLI
461
Kelman-Lazarov Inc
Tennessee
$1.72M – – –
MIC
462
Meridian Investment Counsel
California
$1.72M +$507 +1 +0%
CPA
463
Capital Planning Advisors
California
$1.71M – – –
GP
464
Gridiron Partners
Pennsylvania
$1.71M +$1.71M +3,373 New
CWM
465
Compass Wealth Management
Connecticut
$1.71M -$80.2K -158 -4%
SFG
466
Sovereign Financial Group
Connecticut
$1.7M -$257K -507 -13%
G
467
GenTrust
Florida
$1.7M -$82K -161 -5%
TPCW
468
TD Private Client Wealth
New York
$1.69M +$207K +407 +14%
SB
469
Sunflower Bank
Texas
$1.69M -$49.7K -98 -3%
OFG
470
Oxford Financial Group
Indiana
$1.68M – – –
Neuberger Berman Group
471
Neuberger Berman Group
New York
$1.68M +$147K +289 +10%
MCWS
472
McKinley Carter Wealth Services
West Virginia
$1.66M – – –
EWA
473
EverSource Wealth Advisors
Alabama
$1.64M -$110K -216 -6%
LJAC
474
L.J. Altfest & Co
New York
$1.63M +$594K +1,171 +57%
CWP
475
Cyndeo Wealth Partners
Florida
$1.62M – – –
17 18
19
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