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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 %
KL
951
KWMG LLC
Kansas
$233K – – –
RBC
952
Roble Belko & Company
Pennsylvania
$232K -$224K -488 -49%
TI
953
Trexquant Investment
Connecticut
$232K +$232K +506 New
APC
954
Asset Planning Corporation
Tennessee
$232K +$917 +2 +0.4%
PFBT
955
Parkside Financial Bank & Trust
Missouri
$231K – – –
FIB
956
First Interstate Bank
Montana
$231K -$15.1K -33 -6%
FDCDDQ
957
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K – – –
MWPCG
958
Measured Wealth Private Client Group
New Hampshire
$231K – – –
DWA
959
Delap Wealth Advisory
Oregon
$231K -$82.1K -179 -26%
JCM
960
J2 Capital Management
Michigan
$229K – – –
FFW
961
Fusion Family Wealth
New York
$229K – – –
PFG
962
PAX Financial Group
Texas
$229K – – –
MW
963
MBL Wealth
North Carolina
$229K – – –
EIP
964
Ellis Investment Partners
Pennsylvania
$227K -$17.4K -38 -7%
HWP
965
Heritage Wealth Partners
Ohio
$227K -$18.3K -40 -7%
FFG
966
Fortem Financial Group
California
$227K -$227K -495 -50%
MCA
967
Maryland Capital Advisors
Maryland
$227K – – –
PB
968
Pinnacle Bancorp
Nebraska
$227K +$9.17K +20 +4%
IWC
969
Integrated Wealth Concepts
Massachusetts
$226K -$1.38K -3 -0.6%
BWA
970
BlueSky Wealth Advisors
North Carolina
$226K – – –
WDL
971
Well Done LLC
Michigan
$225K – – –
NSB
972
Norway Savings Bank
Maine
$225K – – –
BW
973
Bison Wealth
Georgia
$224K – – –
CAM
974
Congress Asset Management
Massachusetts
$224K -$43.1K -94 -16%
Empower Advisory Group
975
Empower Advisory Group
Colorado
$223K +$223K +487 New
37 38
39
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