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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 %
SFM
876
Signet Financial Management
New Jersey
$283K – – –
SC
877
SouthState Corp
Florida
$282K – – –
Wealth Enhancement Advisory Services
878
Wealth Enhancement Advisory Services
Minnesota
$281K +$281K +614 New
SI
879
Shaker Investments
Ohio
$281K +$459 +1 +0.2%
TCPG
880
Trivant Custom Portfolio Group
California
$281K +$281K +612 New
CWA
881
CM Wealth Advisors
Ohio
$280K – – –
RSA
882
River Street Advisors
Illinois
$279K – – –
VCA
883
Verdence Capital Advisors
Maryland
$279K -$4.13K -9 -1%
PCMC
884
Private Capital Management (Colorado)
Colorado
$279K +$5.5K +12 +2%
CIAS
885
Capital Investment Advisory Services
North Carolina
$278K -$392K -856 -59%
NB
886
Nicolet Bankshares
Wisconsin
$278K -$73.3K -160 -21%
SEP
887
Southland Equity Partners
Missouri
$277K +$7.79K +17 +3%
TWM
888
TriaGen Wealth Management
California
$275K – – –
SFI
889
SPC Financial Inc
Maryland
$275K – – –
YIA
890
YHB Investment Advisors
Connecticut
$275K – – –
BL
891
BFSG LLC
California
$275K – – –
Tudor Investment Corp
892
Tudor Investment Corp
Connecticut
$275K +$275K +600 New
PCH
893
PGIM Custom Harvest
New Jersey
$274K – – –
IWA
894
Inspirion Wealth Advisors
Illinois
$272K +$272K +593 New
CA
895
Cortland Associates
Missouri
$271K – – –
Schroder Investment Management Group
896
Schroder Investment Management Group
United Kingdom
$269K +$269K +586 New
WIC
897
Woodmont Investment Counsel
Tennessee
$268K – – –
PCMK
898
Paragon Capital Management (Kansas)
Kansas
$267K – – –
FFM
899
Forum Financial Management
Illinois
$266K – – –
KTM
900
Keeler Thomas Management
Utah
$266K +$458 +1 +0.2%
34 35
36
37 38