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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
+$69.6M
2
Bank of America
Bank of America
North Carolina
+$68.6M
3
Morgan Stanley
Morgan Stanley
New York
+$59.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$52.5M
5
UBS Group
UBS Group
Switzerland
+$42.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$127M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$62.8M
3
Bessemer Group
Bessemer Group
New Jersey
-$57.3M
4
Goldman Sachs
Goldman Sachs
New York
-$42.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
476
Colony Group
Massachusetts
$1.31M -$13.6M -29,590 -91%
EWA
477
EP Wealth Advisors
California
$1.3M +$588K +7,292 +82%
TA
478
Tiedemann Advisors
New York
$1.3M – – –
HFA
479
High Falls Advisors
New York
$1.3M – – –
Simplex Trading
480
Simplex Trading
Illinois
$1.29M -$190K -415 -13%
OPCM
481
Osborne Partners Capital Management
California
$1.28M -$7.79K -17 -0.6%
MSAM
482
Moloney Securities Asset Management
Missouri
$1.28M +$73.3K +160 +6%
PIMG
483
Patriot Investment Management Group
Tennessee
$1.28M – – –
HR
484
Hardy Reed
Mississippi
$1.27M – – –
SWP
485
Stratos Wealth Partners
Ohio
$1.26M -$300K -655 -19%
IAIM
486
International Assets Investment Management
Florida
$1.25M -$88.9K -194 -7%
GAM
487
GEM Asset Management
Michigan
$1.25M – – –
CW
488
Connectus Wealth
Ohio
$1.24M -$2.29K -5 -0.2%
WPW
489
Watershed Private Wealth
Illinois
$1.24M +$7.79K +17 +0.6%
CCM
490
Coldstream Capital Management
Washington
$1.23M +$540K +1,178 +78%
Deutsche Bank
491
Deutsche Bank
Germany
$1.22M -$8.71K -19 -0.7%
GT
492
Greenleaf Trust
Michigan
$1.21M -$97.6K -213 -7%
BFA
493
Beaumont Financial Advisors
Massachusetts
$1.2M – – –
BEC
494
Blue Edge Capital
Virginia
$1.2M -$17.9K -39 -1%
SI
495
Stephens Inc
Arkansas
$1.2M +$95.8K +209 +9%
TH
496
TCTC Holdings
Texas
$1.19M +$256K +559 +27%
SCM
497
SOL Capital Management
Maryland
$1.16M – – –
MLL
498
Moody Lynn & Lieberson
Massachusetts
$1.16M – – –
LWM
499
Lyell Wealth Management
California
$1.15M -$100K -219 -8%
MBT
500
Montecito Bank & Trust
California
$1.15M +$66.9K +146 +6%
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