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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 %
BFG
576
Bleakley Financial Group
New Jersey
$815K -$15.6K -34 -2%
SS
577
Simplicity Solutions
Minnesota
$815K +$815K +1,778 New
EAM
578
Evanson Asset Management
California
$813K +$2.75K +6 +0.3%
DIA
579
Dana Investment Advisors
Wisconsin
$810K +$917 +2 +0.1%
JAG
580
Journey Advisory Group
Kentucky
$801K – – –
HSA
581
HBK Sorce Advisory
Pennsylvania
$800K -$820K -1,790 -51%
CWC
582
Carolinas Wealth Consulting
North Carolina
$798K -$4.6K -10 -0.6%
FMWA
583
Forvis Mazars Wealth Advisors
Missouri
$792K -$90.3K -197 -10%
DADC
584
D.A. Davidson & Co
Montana
$779K -$17.9K -39 -2%
AWA
585
Arkadios Wealth Advisors
Georgia
$768K -$6.42K -14 -0.8%
PCM
586
Parsons Capital Management
Rhode Island
$764K -$58.7K -128 -7%
LPT
587
Legacy Private Trust
Wisconsin
$764K – – –
SAM
588
Sawgrass Asset Management
Florida
$759K – – –
AA
589
Alesco Advisors
New York
$755K – – –
STA
590
Summit Trail Advisors
New York
$751K -$14.7K -32 -2%
AP
591
Adero Partners
California
$749K – – –
FBFS
592
First Business Financial Services
Wisconsin
$749K – – –
CWM
593
Cornerstone Wealth Management
Missouri
$738K +$738K +1,610 New
RWA
594
River Wealth Advisors
Pennsylvania
$737K -$9.17K -20 -1%
GCM
595
Gator Capital Management
Florida
$737K – – –
BFG
596
Berger Financial Group
Minnesota
$736K +$458 +1 +0.1%
ALWM
597
Andrews Lucia Wealth Management
California
$735K +$458 +1 +0.1%
PA
598
Procyon Advisors
Connecticut
$733K – – –
HFP
599
Holistic Financial Partners
Indiana
$732K -$39.9K -87 -5%
AWM
600
Axxcess Wealth Management
California
$730K +$9.63K +21 +1%
22 23
24
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