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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 %
MIG
626
McGuire Investment Group
Rhode Island
$650K – – –
PNC
627
Park National Corp
Ohio
$646K – – –
PFA
628
Pettinga Financial Advisors
Indiana
$643K -$17.4K -38 -3%
LG
629
LAM Group
Oregon
$642K – – –
LCM
630
Leisure Capital Management
California
$640K – – –
GC
631
Grimes & Company
Massachusetts
$637K -$10.1K -22 -2%
BCA
632
Bay Colony Advisors
Massachusetts
$636K – – –
FC
633
FCA Corp
Texas
$633K – – –
SAM
634
Seelaus Asset Management
New Jersey
$626K -$2.29K -5 -0.4%
SFA
635
Sequoia Financial Advisors
Ohio
$623K -$12.4K -27 -2%
RRA
636
Round Rock Advisors
Connecticut
$621K – – –
SMWM
637
Silvia McColl Wealth Management
California
$621K +$22.9K +50 +4%
QPWM
638
Quadrant Private Wealth Management
Pennsylvania
$619K – – –
PMFA
639
Plante Moran Financial Advisors
Michigan
$617K +$456 +1 +0.1%
HF
640
Halpern Financial
Virginia
$615K – – –
PVI
641
Pine Valley Investments
New Jersey
$614K +$614K +1,375 New
FIA
642
Foundations Investment Advisors
Arizona
$606K +$191K +417 +46%
NCM
643
Neumann Capital Management
California
$605K -$115K -250 -16%
EG
644
Ellerson Group
Maryland
$601K – – –
HPA
645
High Probability Advisors
New York
$600K +$61K +133 +11%
TWA
646
TCI Wealth Advisors
Arizona
$596K +$561K +1,224 +1,590%
SMH
647
Sanders Morris Harris
Texas
$596K +$596K +1,300 New
SPWM
648
Schrum Private Wealth Management
Florida
$595K – – –
EWA
649
Exencial Wealth Advisors
Oklahoma
$589K – – –
FH
650
FWG Holdings
Florida
$588K -$15.1K -33 -3%
24 25
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