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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,152 hedge funds and large institutions have $12.5B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 400 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
18.37%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.99%
New
65
Increased
296
Reduced
400
Closed
45
Calls
$994M
Puts
$477M
Net Calls
+$518M
Net Calls Change
+$126M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$1.22B
2
PFO
Pathstone Family Office
New Jersey
$440M
3
Goldman Sachs
Goldman Sachs
New York
$244M
4
Bank of America
Bank of America
North Carolina
$1.03B
5
Squarepoint
Squarepoint
New York
$96.3M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.42M
2
Barclays
Barclays
United Kingdom
$35.2M
3
Morgan Stanley
Morgan Stanley
New York
$577M
4
BlackRock
BlackRock
New York
$14.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
876
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K -$5.5K -12 -2%
MWM
877
Merriman Wealth Management
Washington
$298K – – –
ACA
878
Aptus Capital Advisors
Alabama
$298K -$5.48K -12 -2%
RPGK
879
Retirement Planning Group (Kansas)
Kansas
$298K -$22.8K -50 -7%
RA
880
Ruggaard & Associates
Ohio
$297K – – –
MPW
881
Monterey Private Wealth
California
$296K – – –
NW
882
NewEdge Wealth
Pennsylvania
$296K +$296K +647 New
KAH
883
Kathryn A. Hall
$295K – – –
BTW
884
Boston Trust Walden
Massachusetts
$295K – – –
DL
885
DOHJ LLC
Washington
$293K – – –
CWA
886
CM Wealth Advisors
Ohio
$291K – – –
HWA
887
Heartwood Wealth Advisors
Virginia
$289K – – –
QCM
888
QRG Capital Management
Illinois
$289K +$289K +632 New
CFS
889
CRA Financial Services
New Jersey
$287K – – –
CWP
890
CFM Wealth Partners
Texas
$287K – – –
WSTAM
891
Wilbanks Smith & Thomas Asset Management
Virginia
$286K -$7.76K -17 -3%
GPA
892
Guidance Point Advisors
Massachusetts
$285K +$1.83K +4 +0.6%
Group One Trading
893
Group One Trading
Illinois
$284K +$196K +429 +221%
AF
894
Apexium Financial
Texas
$283K – – –
NPA
895
Nichols & Pratt Advisers
Massachusetts
$283K -$4.57K -10 -2%
IA
896
IFP Advisors
Florida
$283K +$2.74K +6 +1%
SAG
897
Spotlight Asset Group
Illinois
$282K – – –
SI
898
Shaker Investments
Ohio
$282K +$913 +2 +0.3%
SFM
899
Signet Financial Management
New Jersey
$281K – – –
TC
900
Trust Company
Kansas
$281K -$18.3K -40 -6%
34 35
36
37 38