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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 %
LA
751
Lifeworks Advisors
Michigan
$416K +$416K +907 New
MMPW
752
Mitchell McLeod Pugh & Williams
Alabama
$414K – – –
Thrivent Financial for Lutherans
753
Thrivent Financial for Lutherans
Minnesota
$414K +$414K +903 New
ES
754
Eagle Strategies
New York
$413K +$917 +2 +0.2%
Jane Street
755
Jane Street
New York
$409K -$6.53M -14,243 -94%
TSS
756
Two Sigma Securities
New York
$409K -$80.7K -176 -16%
CIA
757
Capital Investment Advisors
Georgia
$408K -$14.7K -32 -3%
CPSAC
758
Chas P. Smith & Associates (CPS)
Florida
$405K – – –
LBC
759
Lowe Brockenbrough & Co
Virginia
$401K – – –
BWL
760
Bogart Wealth LLC
Virginia
$400K – – –
RC
761
Rovin Capital
Arizona
$400K – – –
RDWM
762
Red Door Wealth Management
Tennessee
$398K – – –
AWS
763
AJ Wealth Strategies
New York
$398K +$14.7K +32 +4%
LB
764
Leo Brokerage
Texas
$398K +$398K +868 New
RWP
765
RWA Wealth Partners
Massachusetts
$394K +$96.3K +210 +32%
OMC
766
Overbrook Management Corp
New York
$394K – – –
DWM
767
Denver Wealth Management
Colorado
$393K – – –
Fiera Capital (Canada)
768
Fiera Capital (Canada)
Quebec, Canada
$391K – – –
IRAG
769
Investment Research & Advisory Group
Georgia
$388K – – –
CWA
770
Clarus Wealth Advisors
Arizona
$388K -$43.8K -98 -10%
CPA
771
Cardiff Park Advisors
California
$387K +$458 +1 +0.1%
WA
772
WBH Advisory
Maryland
$386K +$386K +843 New
GCA
773
Guardian Capital Advisors
Ontario, Canada
$386K -$1.63M -3,585 -81%
MWA
774
Monograph Wealth Advisors
California
$384K – – –
SIC
775
Sigma Investment Counselors
Michigan
$382K -$629K -1,372 -62%
29 30
31
32 33