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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.

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

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.42M
2
Barclays
Barclays
United Kingdom
$35.2M
3
Morgan Stanley
Morgan Stanley
New York
$577M
4
BlackRock
BlackRock
New York
$14.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
501
Moody Lynn & Lieberson
Massachusetts
$1.15M -$11.9K -26 -1%
NA
502
NewEdge Advisors
Louisiana
$1.13M -$30.6K -67 -3%
SCM
503
SOL Capital Management
Maryland
$1.13M -$29.7K -65 -3%
WPC
504
White Pine Capital
Minnesota
$1.13M +$43.8K +96 +4%
CI
505
CX Institutional
Indiana
$1.13M – – –
MC
506
Middleton & Co
Massachusetts
$1.12M – – –
MBT
507
Montecito Bank & Trust
California
$1.12M -$15.1K -33 -1%
BAAM
508
Baker Avenue Asset Management
California
$1.12M – – –
TI
509
Truepoint Inc
Ohio
$1.11M +$71.7K +157 +7%
CW
510
CIC Wealth
Maryland
$1.11M -$14.2K -31 -1%
LWM
511
Lyell Wealth Management
California
$1.11M -$2.28K -5 -0.2%
CAM
512
Cozad Asset Management
Illinois
$1.1M – – –
SS
513
Simplicity Solutions
Minnesota
$1.09M +$92.7K +203 +9%
NPT
514
Nixon Peabody Trust
Massachusetts
$1.09M -$115K -252 -10%
TA
515
TruWealth Advisors
Louisiana
$1.09M – – –
PCIA
516
Prime Capital Investment Advisors
Kansas
$1.07M – – –
RA
517
RFG Advisory
Alabama
$1.07M -$16.9K -37 -2%
WAS
518
Wealth Advisory Solutions
Indiana
$1.07M +$1.07M +2,228 New
BCM
519
Becker Capital Management
Oregon
$1.07M – – –
Simplex Trading
520
Simplex Trading
Illinois
$1.06M +$1.06M +2,328 New
HR
521
Howe & Rusling
New York
$1.06M – – –
AIP
522
ARS Investment Partners
New York
$1.05M +$40.2K +88 +4%
WPIC
523
White Pine Investment Company
Michigan
$1.05M +$114K +249 +12%
IIM
524
InTrack Investment Management
Vermont
$1.04M +$211K +461 +25%
OPCM
525
Osborne Partners Capital Management
California
$1.04M -$45.7K -100 -4%
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