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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 %
HPC
526
HM Payson & Co
Maine
$1.01M +$73.3K +160 +8%
WS
527
Wedbush Securities
California
$1.01M +$144K +314 +17%
V
528
ViaWealth
Kansas
$1.01M – – –
PFG
529
Pacific Financial Group
Washington
$1M -$14.7K -32 -1%
FWTB
530
First Western Trust Bank
Colorado
$1M -$77.9K -170 -7%
TCBWMS
531
Texas Capital Bank Wealth Management Services
Texas
$995K – – –
FWM
532
Forza Wealth Management
Florida
$995K +$995K +2,170 New
WF
533
Warner Financial
Maryland
$990K +$458 +1 +0%
AAS
534
Ameritas Advisory Services
Nebraska
$984K -$702K -1,531 -42%
SFB
535
STAR Financial Bank
Indiana
$983K -$143K -311 -13%
CWM
536
Congress Wealth Management
Massachusetts
$973K -$87.6K -191 -8%
FRA
537
Frank Rimerman Advisors
California
$962K +$83.9K +183 +10%
BFA
538
Beacon Financial Advisory
Ohio
$961K +$15.1K +33 +2%
NCM
539
NCM Capital Management
New Jersey
$957K – – –
FNBOMD
540
First National Bank of Mount Dora
Florida
$950K -$22.9K -50 -2%
GWS
541
Glassman Wealth Services
Virginia
$939K – – –
CHAM
542
Clear Harbor Asset Management
Connecticut
$931K – – –
RT
543
Rockland Trust
Massachusetts
$929K -$18.8K -41 -2%
APA
544
Astoria Portfolio Advisors
New York
$925K – – –
CSIC
545
Clifford Swan Investment Counsel
California
$922K -$35.3K -77 -4%
TVAMP
546
Tennessee Valley Asset Management Partners
Tennessee
$917K – – –
CIA
547
Choate Investment Advisors
Massachusetts
$907K -$59.1K -129 -6%
SC
548
Scotia Capital
Ontario, Canada
$901K +$259K +564 +40%
EWP
549
Elevation Wealth Partners
California
$893K +$893K +1,948 New
BFA
550
Bill Few Associates
Pennsylvania
$892K – – –
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