MDY icon

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 %
TPCW
501
TD Private Client Wealth
New York
$1.15M -$62.8K -137 -5%
CW
502
CIC Wealth
Maryland
$1.14M -$38.5K -84 -3%
CI
503
CX Institutional
Indiana
$1.13M – – –
PFT
504
Providence First Trust
Arizona
$1.13M +$327K +713 +41%
MC
505
Middleton & Co
Massachusetts
$1.13M – – –
WPC
506
White Pine Capital
Minnesota
$1.13M -$44.9K -98 -4%
BBWP
507
Beacon Bridge Wealth Partners
Pennsylvania
$1.12M -$279K -609 -20%
HIS
508
Harvest Investment Services
Illinois
$1.12M -$1M -2,184 -47%
NSIM
509
North Star Investment Management
Illinois
$1.12M – – –
TA
510
TruWealth Advisors
Louisiana
$1.11M – – –
BCM
511
Becker Capital Management
Oregon
$1.1M +$1.1M +2,399 New
CAM
512
Cozad Asset Management
Illinois
$1.1M – – –
BWM
513
Baystate Wealth Management
Massachusetts
$1.1M +$17.4K +38 +2%
RA
514
RFG Advisory
Alabama
$1.1M -$7.34K -16 -0.7%
HR
515
Howe & Rusling
New York
$1.09M – – –
FCP
516
Fidelis Capital Partners
Florida
$1.06M +$700K +1,557 +196%
CIBC World Market
517
CIBC World Market
Ontario, Canada
$1.05M -$856K -1,867 -45%
TI
518
Truepoint Inc
Ohio
$1.05M -$458 -1 -0%
MOS
519
MGO One Seven
Ohio
$1.04M +$136K +297 +15%
9WM
520
9258 Wealth Management
Ohio
$1.03M -$41.7K -91 -4%
DWT
521
Dorsey & Whitney Trust
South Dakota
$1.03M – – –
CL
522
Choreo LLC
Illinois
$1.03M +$1.03M +2,242 New
ZF
523
Zhang Financial
Michigan
$1.02M +$9.63K +21 +1%
LIA
524
LBMC Investment Advisors
Tennessee
$1.02M – – –
AIP
525
ARS Investment Partners
New York
$1.01M +$3.67K +8 +0.4%
19 20
21
22 23