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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,148 hedge funds and large institutions have $11.8B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 406 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+16
Holders Change %
+1.41%
% of All Funds
18.1%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
71
Increased
282
Reduced
406
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$95.2M
2
Barclays
Barclays
United Kingdom
+$63.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$52.5M
4
BlackRock
BlackRock
New York
+$42.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$42M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.1M
2
Creative Planning
Creative Planning
Kansas
-$54.4M
3
Goldman Sachs
Goldman Sachs
New York
-$52.5M
4
UBS Group
UBS Group
Switzerland
-$37.3M
5
Wells Fargo
Wells Fargo
California
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIG
901
Heritage Investment Group
Florida
$275K – – –
DAC
902
Dividend Assets Capital
South Carolina
$273K – – –
PA
903
Parallel Advisors
California
$273K +$11.5K +24 +4%
TCPG
904
Trivant Custom Portfolio Group
California
$273K -$20.6K -43 -7%
IP
905
Investment Partners
Ohio
$272K – – –
Balyasny Asset Management
906
Balyasny Asset Management
Illinois
$271K -$10.9M -22,823 -98%
IP
907
Isthmus Partners
Wisconsin
$271K – – –
HNWAG
908
High Net Worth Advisory Group
Florida
$269K – – –
E
909
ETFidea
New York
$269K +$23.9K +50 +10%
GWM
910
Geneos Wealth Management
Colorado
$268K -$2.4K -5 -0.9%
AIM
911
Avity Investment Management
Connecticut
$268K – – –
OWA
912
Octavia Wealth Advisors
Ohio
$267K +$1.92K +4 +0.7%
JF
913
JSF Financial
California
$266K +$479 +1 +0.2%
WCA
914
Waypoint Capital Advisors
Minnesota
$265K – – –
SEP
915
Southland Equity Partners
Missouri
$263K -$26.3K -55 -9%
RLIM
916
Red Lighthouse Investment Management
New York
$263K – – –
GHA
917
Granite Harbor Advisors
Texas
$261K -$479 -1 -0.2%
ANBT
918
American National Bank & Trust
Texas
$261K – – –
FFA
919
First Foundation Advisors
California
$261K – – –
AGC
920
Aspen Grove Capital
Colorado
$259K +$259K +540 New
GFP
921
Gryphon Financial Partners
Ohio
$259K – – –
MAG
922
MRA Advisory Group
New Jersey
$259K – – –
GCM
923
Genus Capital Management
British Columbia, Canada
$259K +$259K +540 New
VWA
924
V Wealth Advisors
Kansas
$258K -$12.5K -26 -5%
PSCM
925
Per Stirling Capital Management
Texas
$258K -$60.8K -127 -19%
35 36
37
38 39