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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,148 hedge funds and large institutions have $11.8B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 406 reducing their positions, and 50 closing their positions.

Holders
1,148
Holders Change
+16
Holders Change %
+1.41%
% of All Funds
18.11%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
71
Increased
282
Reduced
406
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$98.7M
2
Barclays
2
Barclays
United Kingdom
$97M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$152M
4
BlackRock
4
BlackRock
New York
$51.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$60.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$131M
2
Creative Planning
2
Creative Planning
Kansas
$148M
3
Goldman Sachs
3
Goldman Sachs
New York
$169M
4
UBS Group
4
UBS Group
Switzerland
$292M
5
Wells Fargo
5
Wells Fargo
California
$700M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$34.6M 72,240 +3,831 +6%
Osaic Holdings
52
Osaic Holdings
Arizona
$34.3M 71,498 -8,662 -11%
FCI
53
Financial Counselors Inc
Kansas
$33.6M 70,128 -3,658 -5%
PAI
54
Pittenger & Anderson Inc
Nebraska
$33.1M 69,110 +793 +1%
WPW
55
Waldron Private Wealth
Pennsylvania
$32.9M 68,539 -981 -1%
WTC
56
WhitTier Trust Company
Nevada
$32.5M 67,890 -752 -1%
William Blair & Company
57
William Blair & Company
Illinois
$32.5M 67,774 -5,422 -7%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$32.4M 67,612 +1,652 +3%
PA
59
Pinnacle Associates
New York
$32.2M 67,139 +3 +0%
BC
60
Brookfield Corp
Ontario, Canada
$31.2M 65,241 +6,802 +12%
Kayne Anderson Rudnick Investment Management
61
Kayne Anderson Rudnick Investment Management
California
$31.2M 65,240 -18,727 -22%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$30.4M 63,459 -1,470 -2%
Stifel Financial
63
Stifel Financial
Missouri
$29.2M 60,995 -2,003 -3%
State Street
64
State Street
Massachusetts
$29.1M 60,807 -30,521 -33%
BC
65
Bartlett & Co
Ohio
$28.7M 59,671 +2,213 +4%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$28.7M 59,671 +2,213 +4%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$27.4M 57,132 -2,646 -4%
SMC
68
Smith, Moore & Co
Missouri
$27.3M 58,182 -742 -1%
HIMC
69
Heritage Investors Management Corp
Maryland
$27.2M 56,750 -475 -0.8%
AWP
70
Ascent Wealth Partners
New York
$26.8M 56,023 +2,473 +5%
EVM
71
Evelyn V. Moreno
$26.4M 55,093 -1,814 -3%
CA
72
Clearstead Advisors
Ohio
$25.8M 53,956 -1,111 -2%
DP
73
Divergent Planning
Maryland
$25.7M 53,599 +997 +2%
ECG
74
Edge Capital Group
Georgia
$24M 50,190 +2,300 +5%
FHB
75
First Hawaiian Bank
Hawaii
$23.7M 49,410 -9,575 -16%
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