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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 %
ACM
701
Advisors Capital Management
New Jersey
$494K -$93K -203 -16%
WA
702
Wealth Architects
California
$491K -$91.7K -200 -16%
NL
703
NWAM LLC
Washington
$487K -$1.14M -2,494 -70%
AP
704
Appleton Partners
Massachusetts
$487K -$54.6K -119 -10%
SFS
705
Sowell Financial Services
Arkansas
$487K +$487K +1,063 New
JFA
706
JNBA Financial Advisors
Minnesota
$487K -$6.88K -15 -1%
GVAG
707
Great Valley Advisor Group
Delaware
$487K +$458 +1 +0.1%
MA
708
Mutual Advisors
Nebraska
$486K +$212K +462 +77%
CG
709
Cutler Group
California
$485K +$398K +869 +455%
FWP
710
FAS Wealth Partners
Kansas
$481K – – –
WP
711
WealthShield Partners
North Carolina
$480K -$20.2K -44 -4%
EWM
712
Empirical Wealth Management
Washington
$479K -$34.4K -75 -7%
CAC
713
Certified Advisory Corp
Florida
$478K +$28.9K +63 +6%
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$477K +$477K +1,041 New
KOC
715
Koss-Olinger Consulting
Florida
$477K – – –
FWA
716
FSM Wealth Advisors
Ohio
$469K – – –
FHA
717
Flagship Harbor Advisors
Massachusetts
$468K +$459 +1 +0.1%
SPIO
718
Seven Post Investment Office
California
$468K – – –
AFO
719
Arrowroot Family Office
California
$467K +$467K +1,019 New
SWP
720
Strategic Wealth Partners
Ohio
$467K -$25.7K -56 -5%
IWM
721
IHT Wealth Management
Illinois
$467K +$2.29K +5 +0.5%
RG
722
Rathbones Group
United Kingdom
$458K – – –
GL
723
GHE LLC
Tennessee
$458K – – –
MAM
724
Marquette Asset Management
Minnesota
$458K – – –
GCM
725
Glaxis Capital Management
Florida
$458K +$458K +1,000 New
27 28
29
30 31