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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 %
FPW
826
Flagship Private Wealth
Massachusetts
$326K – – –
CS
827
Cannell & Spears
New York
$326K – – –
NCM
828
Novare Capital Management
North Carolina
$325K – – –
BIC
829
Beach Investment Counsel
Pennsylvania
$325K – – –
RPGK
830
Retirement Planning Group (Kansas)
Kansas
$322K – – –
BDF
831
Black Diamond Financial
Maryland
$322K – – –
AWM
832
Aberdeen Wealth Management
Illinois
$321K – – –
ZCM
833
Ziegler Capital Management
Illinois
$318K -$4.13K -9 -1%
BAMG
834
Brand Asset Management Group
Missouri
$318K – – –
IIA
835
ICW Investment Advisors
Arizona
$318K +$918 +2 +0.3%
TA
836
TFG Advisers
Michigan
$318K +$4.59K +10 +1%
MHS
837
M Holdings Securities
Oregon
$315K +$57.3K +125 +22%
UCB
838
United Community Bank
South Carolina
$314K -$9.17K -20 -3%
CC
839
Cadinha & Co
Hawaii
$313K +$4.58K +10 +1%
CAM
840
Carret Asset Management
New York
$313K – – –
FMII
841
Farmers & Merchants Investments Inc
Nebraska
$309K – – –
EWM
842
Endurance Wealth Management
Rhode Island
$309K – – –
ACA
843
Aptus Capital Advisors
Alabama
$308K -$17K -37 -5%
GWANC
844
Guardian Wealth Advisors (North Carolina)
North Carolina
$308K -$17K -37 -5%
BMCM
845
Bryn Mawr Capital Management
Pennsylvania
$308K – – –
NAS
846
Nicolet Advisory Services
Wisconsin
$308K +$308K +689 New
OIA
847
Optimum Investment Advisors
Illinois
$307K – – –
ACA
848
Anchor Capital Advisors
Massachusetts
$307K +$307K +670 New
JWA
849
JFS Wealth Advisors
Pennsylvania
$307K – – –
PSCM
850
Per Stirling Capital Management
Texas
$305K -$917 -2 -0.3%
32 33
34
35 36