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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.

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
1
JPMorgan Chase & Co
New York
$130M
2
Bank of America
2
Bank of America
North Carolina
$986M
3
Morgan Stanley
3
Morgan Stanley
New York
$582M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$112M
5
UBS Group
5
UBS Group
Switzerland
$315M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$38.5M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
3
Bessemer Group
3
Bessemer Group
New Jersey
$20.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$212M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$95.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$32.3M 70,396 +51,486 +272%
WPW
52
Waldron Private Wealth
Pennsylvania
$31.9M 69,520 +5,796 +9%
WTC
53
WhitTier Trust Company
Nevada
$31.5M 68,642 -7,925 -10%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$31.4M 68,409 +24,865 +57%
PAI
55
Pittenger & Anderson Inc
Nebraska
$31.3M 68,317 +3,056 +5%
PA
56
Pinnacle Associates
New York
$30.8M 67,136 -629 -0.9%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$30.2M 65,960 -916 -1%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$29.8M 64,929 -380 -0.6%
Stifel Financial
59
Stifel Financial
Missouri
$28.9M 62,998 -18,976 -23%
CI
60
Conning Inc
Connecticut
$27.5M 59,907 – –
Baird Financial Group
61
Baird Financial Group
Wisconsin
$27.4M 59,778 -612 -1%
FHB
62
First Hawaiian Bank
Hawaii
$27M 58,985 -1,353 -2%
SMC
63
Smith, Moore & Co
Missouri
$27M 58,924 -231 -0.4%
BC
64
Brookfield Corp
Ontario, Canada
$26.8M 58,439 +7,037 +14%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$26.4M 57,458 – –
BC
66
Bartlett & Co
Ohio
$26.4M 57,458 – –
HIMC
67
Heritage Investors Management Corp
Maryland
$26.2M 57,225 -253 -0.4%
EVM
68
Evelyn V. Moreno
$26.1M 56,907 +3,314 +6%
CA
69
Clearstead Advisors
Ohio
$25.2M 55,067 +3,111 +6%
AWP
70
Ascent Wealth Partners
New York
$24.5M 53,550 +1,100 +2%
DP
71
Divergent Planning
Maryland
$24.1M 52,602 +52,602 New
M&T Bank
72
M&T Bank
New York
$23.8M 51,875 -3,338 -6%
CFG
73
Citizens Financial Group
Rhode Island
$22.6M 49,253 -13,199 -21%
CA
74
Crewe Advisors
Utah
$22.4M 48,837 +8 +0%
ECG
75
Edge Capital Group
Georgia
$22M 47,890 +259 +0.5%
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