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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 %
CIA
526
Choate Investment Advisors
Massachusetts
$1.03M +$158K +347 +18%
9WM
527
9258 Wealth Management
Ohio
$1.03M -$1.37K -3 -0.1%
ZF
528
Zhang Financial
Michigan
$1.02M +$6.39K +14 +0.6%
DWT
529
Dorsey & Whitney Trust
South Dakota
$1.02M – – –
RSWM
530
Robertson Stephens Wealth Management
California
$1.02M +$631K +1,378 +164%
CL
531
Choreo LLC
Illinois
$1.01M -$20.5K -45 -2%
FCP
532
Fidelis Capital Partners
Florida
$1.01M -$66.2K -145 -6%
BSA
533
Braun Stacey Associates
New York
$1.01M +$9.13K +20 +0.9%
WS
534
Wedbush Securities
California
$996K -$5.48K -12 -0.5%
WF
535
Warner Financial
Maryland
$987K – – –
LIA
536
LBMC Investment Advisors
Tennessee
$984K – – –
HPC
537
HM Payson & Co
Maine
$983K – – –
FWM
538
Forza Wealth Management
Florida
$977K – – –
UBV
539
United Bank (Virginia)
Virginia
$972K -$442K -967 -31%
AAS
540
Ameritas Advisory Services
Nebraska
$969K +$4.94K +11 +0.5%
WC
541
Wexford Capital
Florida
$968K -$7.81M -17,105 -89%
BFA
542
Beacon Financial Advisory
Ohio
$961K +$1.83K +4 +0.2%
BBWP
543
Beacon Bridge Wealth Partners
Pennsylvania
$954K +$68K +149 +8%
NCM
544
NCM Capital Management
New Jersey
$953K – – –
CIAS
545
Capital Investment Advisory Services
North Carolina
$952K +$172K +376 +22%
TCBWMS
546
Texas Capital Bank Wealth Management Services
Texas
$948K +$3.2K +7 +0.3%
ICG
547
InterOcean Capital Group
Tennessee
$948K +$250K +547 +36%
FNBOMD
548
First National Bank of Mount Dora
Florida
$946K – – –
HIS
549
Harvest Investment Services
Illinois
$938K -$842K -1,843 -47%
GWS
550
Glassman Wealth Services
Virginia
$936K – – –
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