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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 %
WA
851
Wealth Alliance
New York
$305K -$123K -269 -29%
BWP
852
BSW Wealth Partners
Colorado
$305K -$10.1K -22 -3%
TW
853
TrinityPoint Wealth
Connecticut
$303K -$20.6K -45 -6%
SAM
854
S.A. Mason
Michigan
$303K -$45.8K -100 -13%
CAG
855
Crestwood Advisors Group
Massachusetts
$303K – – –
BAM
856
Baldrige Asset Management
Pennsylvania
$302K – – –
B
857
Bensler
Washington
$301K – – –
BFC
858
Bedel Financial Consulting
Indiana
$301K – – –
CCA
859
Clearwater Capital Advisors
Illinois
$301K -$16K -35 -5%
TC
860
Trust Company
Kansas
$300K – – –
MWM
861
Merriman Wealth Management
Washington
$299K -$128K -278 -30%
SI
862
Saxon Interests
Texas
$298K +$9.17K +20 +3%
DL
863
DOHJ LLC
Washington
$298K – – –
RA
864
Ruggaard & Associates
Ohio
$298K +$298K +650 New
MPW
865
Monterey Private Wealth
California
$298K – – –
FPGK
866
Financial Partners Group (Kansas)
Kansas
$297K – – –
KAH
867
Kathryn A. Hall
$296K – – –
BTW
868
Boston Trust Walden
Massachusetts
$296K – – –
WSTAM
869
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$65.1K +142 +28%
SW
870
SteelPeak Wealth
California
$294K -$346K -753 -54%
HWA
871
Heartwood Wealth Advisors
Virginia
$290K – – –
NPA
872
Nichols & Pratt Advisers
Massachusetts
$289K -$9.17K -20 -3%
CWP
873
CFM Wealth Partners
Texas
$288K – – –
GPA
874
Guidance Point Advisors
Massachusetts
$284K -$7.33K -16 -3%
CFS
875
CRA Financial Services
New Jersey
$284K -$1.38K -3 -0.5%
33 34
35
36 37