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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.

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
1
Granite Bay Wealth Management
New Hampshire
$1.22B
2
PFO
2
Pathstone Family Office
New Jersey
$440M
3
Goldman Sachs
3
Goldman Sachs
New York
$244M
4
Bank of America
4
Bank of America
North Carolina
$1.03B
5
Squarepoint
5
Squarepoint
New York
$96.3M

Top Sellers

1
V
1
Veritable
Delaware
$0
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$3.42M
3
Barclays
3
Barclays
United Kingdom
$35.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$577M
5
BlackRock
5
BlackRock
New York
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$84M 183,898 +41,115 +29%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$79.8M 174,692 -20,833 -11%
WF
28
Welch & Forbes
Massachusetts
$74.2M 162,559 +1,294 +0.8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$72.4M 158,507 +62,083 +64%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$67.3M 147,376 +5,607 +4%
Truist Financial
31
Truist Financial
North Carolina
$67.1M 146,919 +2,320 +2%
AllianceBernstein
32
AllianceBernstein
Tennessee
$66.5M 145,633 +7,488 +5%
WT
33
Whittier Trust
California
$66.3M 145,197 -1,737 -1%
HBT
34
Hills Bank & Trust
Iowa
$64.8M 141,818 +341 +0.2%
LPL Financial
35
LPL Financial
California
$63.9M 139,986 +1,079 +0.8%
WA
36
Waddell & Associates
Tennessee
$63M 137,870 +1,153 +0.8%
FNBT
37
FineMark National Bank & Trust
Florida
$59M 129,280 -5,140 -4%
Ameriprise
38
Ameriprise
Minnesota
$56M 119,805 +6,067 +5%
Brown Advisory
39
Brown Advisory
Maryland
$53.6M 117,406 -352 -0.3%
MA
40
Montag & Associates
Georgia
$50.3M 109,710 -143 -0.1%
ERSOT
41
Employees Retirement System of Texas
Texas
$49.5M 108,500 +64,000 +144%
CA
42
Clearstead Advisors
Ohio
$49.2M 107,710 +53,754 +100%
WT
43
Washington Trust
Rhode Island
$48.9M 106,987 +1,038 +1%
SSB
44
Sandy Spring Bank
Maryland
$45M 98,497 -844 -0.8%
Mariner
45
Mariner
Kansas
$44M 96,280 +2,424 +3%
Osaic Holdings
46
Osaic Holdings
Arizona
$38.9M 85,094 +13,596 +19%
PGA
47
Portland Global Advisors
Maine
$37.1M 81,223 -989 -1%
Barclays
48
Barclays
United Kingdom
$35.2M 77,148 -125,593 -62%
CDH
49
Charles D. Hyman
$34.7M 75,937 +370 +0.5%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$33.9M 74,236 +1,996 +3%
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