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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 %
PCMC
901
Private Capital Management (Colorado)
Colorado
$278K +$456 +1 +0.2%
RSA
902
River Street Advisors
Illinois
$278K – – –
BW
903
Bison Wealth
Georgia
$277K – – –
Luther King Capital Management (LKCM)
904
Luther King Capital Management (LKCM)
Texas
$277K – – –
NB
905
Nicolet Bankshares
Wisconsin
$276K -$1.37K -3 -0.5%
SFI
906
SPC Financial Inc
Maryland
$274K – – –
TWM
907
TriaGen Wealth Management
California
$274K – – –
SFC
908
SYM Financial Corp
Indiana
$274K +$274K +600 New
GWM
909
Geneos Wealth Management
Colorado
$272K +$16.4K +36 +6%
QWM
910
QP Wealth Management
New Jersey
$272K +$272K +595 New
LFAS
911
Level Four Advisory Services
Texas
$270K – – –
FWA
912
FSM Wealth Advisors
Ohio
$269K -$197K -432 -42%
VWA
913
Visionary Wealth Advisors
Illinois
$269K +$34.7K +76 +15%
WIC
914
Woodmont Investment Counsel
Tennessee
$267K – – –
ZIM
915
Zacks Investment Management
Illinois
$267K -$291K -637 -52%
PCMK
916
Paragon Capital Management (Kansas)
Kansas
$266K – – –
ACM
917
AlphaStar Capital Management
North Carolina
$266K – – –
KTM
918
Keeler Thomas Management
Utah
$266K +$456 +1 +0.2%
CA
919
Cortland Associates
Missouri
$264K -$5.47K -12 -2%
SAM
920
Summit Asset Management
Tennessee
$264K – – –
NEAM
921
New England Asset Management
Connecticut
$263K – – –
HIG
922
Heritage Investment Group
Florida
$263K – – –
CCM
923
Carlson Capital Management
Minnesota
$263K – – –
DAC
924
Dividend Assets Capital
South Carolina
$261K – – –
SC
925
SouthState Corp
Florida
$261K -$20.5K -45 -7%
35 36
37
38 39