MDY icon

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 %
MWAM
926
Manhattan West Asset Management
California
$260K – – –
SFC
927
Strategic Financial Concepts
Texas
$260K +$57.1K +125 +28%
IP
928
Investment Partners
Ohio
$259K – – –
IP
929
Isthmus Partners
Wisconsin
$258K – – –
HNWAG
930
High Net Worth Advisory Group
Florida
$257K – – –
LFS
931
Legacy Financial Strategies
Kansas
$256K – – –
E
932
ETFidea
New York
$256K – – –
CSWM
933
Cassady Schiller Wealth Management
Ohio
$256K +$256K +561 New
AIM
934
Avity Investment Management
Connecticut
$256K – – –
SFG
935
SNS Financial Group
Minnesota
$255K +$255K +556 New
CASB
936
Cape Ann Savings Bank
Massachusetts
$254K -$38.4K -84 -13%
AGC
937
Aspen Grove Capital
Colorado
$254K +$5.97K +13 +2%
WCA
938
Waypoint Capital Advisors
Minnesota
$253K – – –
SEP
939
Southland Equity Partners
Missouri
$252K +$457 +1 +0.2%
CA
940
CapWealth Advisors
Tennessee
$252K +$5.48K +12 +2%
RLIM
941
Red Lighthouse Investment Management
New York
$251K – – –
BTWM
942
Baker Tilly Wealth Management
Wisconsin
$249K -$428K -937 -63%
FFA
943
First Foundation Advisors
California
$248K – – –
ANBT
944
American National Bank & Trust
Texas
$248K – – –
PSCM
945
Per Stirling Capital Management
Texas
$246K – – –
RWA
946
Ropes Wealth Advisors
Massachusetts
$246K – – –
GHA
947
Granite Harbor Advisors
Texas
$246K -$3.65K -8 -1%
CCM
948
Chilton Capital Management
Texas
$245K +$229K +501 +1,392%
QC
949
QCM Cayman
Texas
$245K +$245K +537 New
BHIA
950
Birch Hill Investment Advisors
Massachusetts
$245K – – –
36 37
38
39 40