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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 %
GLA
726
Great Lakes Advisors
Illinois
$457K -$70.6K -154 -13%
SAG
727
SageView Advisory Group
California
$456K +$239K +521 +110%
VBFG
728
Vishria Bird Financial Group
Tennessee
$455K – – –
BHWM
729
Bar Harbor Wealth Management
New Hampshire
$453K – – –
CSPIA
730
Cary Street Partners Investment Advisory
Virginia
$452K +$14.7K +32 +3%
BCI
731
Brinker Capital Investments
Pennsylvania
$449K +$222K +484 +98%
OPS
732
Orion Portfolio Solutions
Nebraska
$449K +$449K +980 New
GIA
733
Gladstone Institutional Advisory
Florida
$445K -$33.9K -74 -7%
BFC
734
Blue Fin Capital
Rhode Island
$443K +$185K +419 +71%
VPP
735
Vertex Planning Partners
Illinois
$442K +$115K +251 +35%
WSFS
736
Wilmington Savings Fund Society
Delaware
$441K -$4.59K -10 -1%
TCOV
737
Trust Company of Vermont
Vermont
$441K – – –
NWM
738
NEIRG Wealth Management
Massachusetts
$440K – – –
FA
739
Fagan Associates
New York
$437K -$52.3K -114 -11%
AMBIA
740
Allen Mooney & Barnes Investment Advisors
Georgia
$436K – – –
RSWM
741
Robertson Stephens Wealth Management
California
$435K +$1.84K +4 +0.4%
AF
742
Apexium Financial
Texas
$434K +$149K +326 +53%
CCM
743
Canal Capital Management
Virginia
$430K -$28.4K -62 -6%
FBB
744
Fulton Breakefield Broenniman
Maryland
$426K – – –
Prudential Financial
745
Prudential Financial
New Jersey
$425K +$65.4K +156 +18%
ZIM
746
Zacks Investment Management
Illinois
$425K +$21.1K +46 +5%
TAM
747
Trillium Asset Management
Massachusetts
$423K +$4.55K +10 +1%
SFG
748
SevenBridge Financial Group
Pennsylvania
$420K – – –
FNT
749
First National Trust
Pennsylvania
$419K +$38.5K +84 +10%
PMG
750
ProVise Management Group
Florida
$416K -$9.17K -20 -2%
28 29
30
31 32