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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 %
RLIM
926
Red Lighthouse Investment Management
New York
$252K – – –
TWM
927
Tradition Wealth Management
Minnesota
$251K +$458 +1 +0.2%
GHA
928
Granite Harbor Advisors
Texas
$251K -$8.71K -19 -3%
GWP
929
Gateway Wealth Partners
Wisconsin
$250K +$4.59K +10 +2%
PA
930
Parallel Advisors
California
$250K +$206K +450 +474%
MMM
931
Mendel Money Management
Illinois
$250K -$22.2K -48 -8%
ANBT
932
American National Bank & Trust
Texas
$249K – – –
FFA
933
First Foundation Advisors
California
$249K +$249K +544 New
Chevy Chase Trust
934
Chevy Chase Trust
Maryland
$248K +$458 +1 +0.2%
GFP
935
Gryphon Financial Partners
Ohio
$248K – – –
MAG
936
MRA Advisory Group
New Jersey
$248K – – –
PFG
937
Peterson Financial Group
Iowa
$247K -$36.2K -79 -13%
RWA
938
Ropes Wealth Advisors
Massachusetts
$247K – – –
SIA
939
Schechter Investment Advisors
Michigan
$245K +$22.9K +50 +10%
JHCP
940
Jackson Hole Capital Partners
Oklahoma
$244K – – –
IA
941
IFP Advisors
Florida
$242K -$405K -2,282 -63%
EDRIA
942
Edmonds Duncan Registered Investment Advisors
Kansas
$241K – – –
TFO
943
Tarbox Family Office
California
$239K – – –
AWM
944
Aprio Wealth Management
Georgia
$239K – – –
MWM
945
Marion Wealth Management
Pennsylvania
$238K +$917 +2 +0.4%
CA
946
CapWealth Advisors
Tennessee
$238K +$6.88K +15 +3%
LWM
947
Laidlaw Wealth Management
New York
$237K +$1.83K +4 +0.8%
LW
948
Libra Wealth
California
$236K – – –
HH
949
Hilltop Holdings
Texas
$235K – – –
E
950
ETFidea
New York
$234K -$55K -120 -19%
36 37
38
39 40