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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 %
WPIC
551
White Pine Investment Company
Michigan
$887K +$88.5K +193 +11%
LJAC
552
L.J. Altfest & Co
New York
$886K -$3.12M -6,809 -78%
EFS
553
Essex Financial Services
Connecticut
$885K -$8.25K -18 -0.9%
MC
554
Moors & Cabot
Massachusetts
$884K -$8.25K -18 -0.9%
LA
555
Lynch & Associates
Indiana
$884K – – –
MWM
556
Maltin Wealth Management
New Jersey
$878K +$2.75K +6 +0.3%
OFG
557
Omega Financial Group
California
$876K +$917 +2 +0.1%
TF
558
Tompkins Financial
New York
$873K – – –
PFO
559
Pathstone Family Office
New Jersey
$871K -$891K -1,943 -51%
PPW
560
Parcion Private Wealth
Washington
$871K – – –
HCM
561
Howland Capital Management
Massachusetts
$870K +$46K +100 +6%
PWG
562
Private Wealth Group
Florida
$865K – – –
PP
563
Prosperity Planning
Missouri
$861K -$13.8K -30 -2%
SWA
564
Stratos Wealth Advisors
Ohio
$845K +$30.7K +67 +4%
MKC
565
M. Kraus & Co
Vermont
$844K -$10.5K -23 -1%
CB
566
Cadence Bank
Mississippi
$837K – – –
FFG
567
Frisch Financial Group
New York
$836K -$35.8K -78 -4%
FHC
568
First Heartland Consultants
Missouri
$832K +$173K +377 +26%
BFS
569
Bradley Foster & Sargent
Connecticut
$832K -$28.4K -62 -3%
AMCA
570
Arthur M. Cohen & Associates
Illinois
$830K +$914 +2 +0.1%
IIM
571
InTrack Investment Management
Vermont
$829K +$146K +323 +21%
LSIA
572
LaSalle St. Investment Advisors
Illinois
$829K +$2.75K +6 +0.3%
ZB
573
Zions Bancorporation
Utah
$824K – – –
LC
574
LCNB Corp
Ohio
$821K -$16K -35 -2%
BWP
575
Baldwin Wealth Partners
Massachusetts
$817K +$58.7K +128 +8%
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