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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 %
LFAS
901
Level Four Advisory Services
Texas
$265K +$3.67K +8 +1%
SAM
902
Summit Asset Management
Tennessee
$265K – – –
NEAM
903
New England Asset Management
Connecticut
$264K – – –
LFS
904
Legacy Financial Strategies
Kansas
$264K – – –
HIG
905
Heritage Investment Group
Florida
$264K – – –
EP
906
Edgestream Partners
New Jersey
$264K -$94.9K -207 -26%
CCM
907
Carlson Capital Management
Minnesota
$264K -$20.2K -44 -7%
SAG
908
Spotlight Asset Group
Illinois
$263K +$263K +623 New
VWA
909
Visionary Wealth Advisors
Illinois
$261K – – –
IP
910
Investment Partners
Ohio
$260K – – –
VWA
911
V Wealth Advisors
Kansas
$259K -$9.64K -21 -4%
GWM
912
Geneos Wealth Management
Colorado
$259K -$116K -252 -31%
IP
913
Isthmus Partners
Wisconsin
$259K – – –
HNWAG
914
High Net Worth Advisory Group
Florida
$258K -$917 -2 -0.4%
WA
915
WealthTrust Axiom
Pennsylvania
$257K +$1.84K +4 +0.7%
AIM
916
Avity Investment Management
Connecticut
$257K +$5.96K +13 +2%
GT
917
Glenview Trust
Kentucky
$255K -$17.4K -38 -6%
CS
918
Comerica Securities
Michigan
$255K -$288K -627 -53%
AC
919
Abbrea Capital
California
$255K – – –
JF
920
JSF Financial
California
$254K +$254K +554 New
WCA
921
Waypoint Capital Advisors
Minnesota
$254K – – –
OWA
922
Octavia Wealth Advisors
Ohio
$253K – – –
AWA
923
Arete Wealth Advisors
Illinois
$253K -$31.2K -68 -11%
DAC
924
Dividend Assets Capital
South Carolina
$253K – – –
MAM
925
Mystic Asset Management
Rhode Island
$252K -$7.79K -17 -3%
35 36
37
38 39