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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,148 hedge funds and large institutions have $11.8B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 406 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+16
Holders Change %
+1.41%
% of All Funds
18.1%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
71
Increased
282
Reduced
406
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$95.2M
2
Barclays
Barclays
United Kingdom
+$63.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$52.5M
4
BlackRock
BlackRock
New York
+$42.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$42M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.1M
2
Creative Planning
Creative Planning
Kansas
-$54.4M
3
Goldman Sachs
Goldman Sachs
New York
-$52.5M
4
UBS Group
UBS Group
Switzerland
-$37.3M
5
Wells Fargo
Wells Fargo
California
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
501
Baker Avenue Asset Management
California
$1.17M -$354K -739 -23%
LWM
502
Lyell Wealth Management
California
$1.17M -$30.2K -63 -3%
NSIM
503
North Star Investment Management
Illinois
$1.17M +$479 +1 +0%
CAM
504
Cozad Asset Management
Illinois
$1.15M – – –
SL
505
Sentinus LLC
Illinois
$1.15M +$443K +924 +63%
RA
506
RFG Advisory
Alabama
$1.14M – – –
TA
507
TruWealth Advisors
Louisiana
$1.14M -$14.8K -31 -1%
WPC
508
White Pine Capital
Minnesota
$1.14M -$39.3K -82 -3%
OPCM
509
Osborne Partners Capital Management
California
$1.14M -$202K -421 -15%
PCIA
510
Prime Capital Investment Advisors
Kansas
$1.13M +$526K +1,099 +88%
FCP
511
Fidelis Capital Partners
Florida
$1.13M – – –
BCM
512
Becker Capital Management
Oregon
$1.12M -$31.2K -65 -3%
HR
513
Howe & Rusling
New York
$1.11M -$29.2K -61 -3%
SC
514
Scotia Capital
Ontario, Canada
$1.11M +$169K +352 +18%
TI
515
Truepoint Inc
Ohio
$1.09M – – –
CL
516
Choreo LLC
Illinois
$1.09M +$10.6K +22 +1%
ZF
517
Zhang Financial
Michigan
$1.08M +$972 +2 +0.1%
9WM
518
9258 Wealth Management
Ohio
$1.08M – – –
DWT
519
Dorsey & Whitney Trust
South Dakota
$1.07M -$7.66K -16 -0.7%
LIA
520
LBMC Investment Advisors
Tennessee
$1.06M – – –
AIP
521
ARS Investment Partners
New York
$1.06M +$2.87K +6 +0.3%
CGIM
522
Cannon Global Investment Management
Florida
$1.05M +$1.05M +2,200 New
V
523
ViaWealth
Kansas
$1.05M – – –
WS
524
Wedbush Securities
California
$1.05M -$3.83K -8 -0.4%
SS
525
Simplicity Solutions
Minnesota
$1.05M +$198K +414 +23%
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