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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 %
LJAC
551
L.J. Altfest & Co
New York
$933K +$30.2K +66 +3%
V
552
ViaWealth
Kansas
$932K -$69.4K -152 -7%
SSA
553
Schonfeld Strategic Advisors
New York
$928K +$928K +2,033 New
SFB
554
STAR Financial Bank
Indiana
$928K -$47.5K -104 -5%
CHAM
555
Clear Harbor Asset Management
Connecticut
$928K – – –
MIAS
556
Mason Investment Advisory Services
Virginia
$926K +$926K +2,028 New
RT
557
Rockland Trust
Massachusetts
$911K -$11.4K -25 -1%
PFG
558
Pacific Financial Group
Washington
$910K +$27.4K +60 +3%
EFS
559
Essex Financial Services
Connecticut
$908K +$23.7K +52 +3%
CSIC
560
Clifford Swan Investment Counsel
California
$904K -$15.1K -33 -2%
BFA
561
Bill Few Associates
Pennsylvania
$900K +$11K +24 +1%
FFG
562
Frisch Financial Group
New York
$898K -$44.8K -98 -5%
EWP
563
Elevation Wealth Partners
California
$888K +$457 +1 +0.1%
APA
564
Astoria Portfolio Advisors
New York
$884K – – –
MOS
565
MGO One Seven
Ohio
$881K +$10.5K +23 +1%
EAM
566
Evanson Asset Management
California
$879K +$1.37K +3 +0.2%
MWM
567
Maltin Wealth Management
New Jersey
$878K +$1.83K +4 +0.2%
FRA
568
Frank Rimerman Advisors
California
$874K – – –
TVAMP
569
Tennessee Valley Asset Management Partners
Tennessee
$874K -$8.22K -18 -0.9%
TF
570
Tompkins Financial
New York
$869K – – –
BFS
571
Bradley Foster & Sargent
Connecticut
$869K – – –
PWG
572
Private Wealth Group
Florida
$862K – – –
HCM
573
Howland Capital Management
Massachusetts
$860K – – –
PP
574
Prosperity Planning
Missouri
$856K -$1.83K -4 -0.2%
FWTB
575
First Western Trust Bank
Colorado
$855K -$146K -319 -15%
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