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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 %
PVI
576
Pine Valley Investments
New Jersey
$853K +$458 +1 +0.1%
LSIA
577
LaSalle St. Investment Advisors
Illinois
$848K +$25.1K +55 +3%
SWA
578
Stratos Wealth Advisors
Ohio
$842K – – –
CB
579
Cadence Bank
Mississippi
$834K -$913 -2 -0.1%
AMCA
580
Arthur M. Cohen & Associates
Illinois
$825K +$454 +1 +0.1%
BFC
581
Blue Fin Capital
Rhode Island
$819K +$320K +701 +64%
PCM
582
Parsons Capital Management
Rhode Island
$813K +$57.1K +125 +8%
BWP
583
Baldwin Wealth Partners
Massachusetts
$811K – – –
LC
584
LCNB Corp
Ohio
$811K -$6.85K -15 -0.8%
DIA
585
Dana Investment Advisors
Wisconsin
$808K +$913 +2 +0.1%
JAG
586
Journey Advisory Group
Kentucky
$800K – – –
HSA
587
HBK Sorce Advisory
Pennsylvania
$796K -$5.94K -13 -0.7%
LA
588
Lynch & Associates
Indiana
$795K -$85.8K -188 -10%
FMWA
589
Forvis Mazars Wealth Advisors
Missouri
$789K – – –
AWM
590
Axxcess Wealth Management
California
$780K +$31.5K +69 +4%
MC
591
Moors & Cabot
Massachusetts
$776K -$50.2K -110 -6%
MKC
592
M. Kraus & Co
Vermont
$776K – – –
AWA
593
Arkadios Wealth Advisors
Georgia
$771K +$4.57K +10 +0.6%
PWM
594
Peterson Wealth Management
Nevada
$769K +$259K +567 +51%
OFG
595
Omega Financial Group
California
$764K -$132K -288 -15%
LPT
596
Legacy Private Trust
Wisconsin
$761K -$19.6K -43 -3%
SAM
597
Sawgrass Asset Management
Florida
$756K – – –
VA
598
Valmark Advisers
Ohio
$754K +$54.3K +119 +8%
CWC
599
Carolinas Wealth Consulting
North Carolina
$751K +$432 +1 +0.1%
QCG
600
Quadrant Capital Group
Ohio
$750K +$79K +173 +12%
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24
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