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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 %
SIA
951
Schechter Investment Advisors
Michigan
$244K – – –
WA
952
WealthTrust Axiom
Pennsylvania
$243K – – –
RA
953
Rise Advisors
New York
$243K +$31.9K +70 +15%
PL
954
Plancorp LLC
Missouri
$242K – – –
WI
955
Wintrust Investments
Illinois
$242K – – –
PFG
956
Peterson Financial Group
Iowa
$241K -$5.02K -11 -2%
HWP
957
Heritage Wealth Partners
Ohio
$240K – – –
EDRIA
958
Edmonds Duncan Registered Investment Advisors
Kansas
$240K – – –
MMM
959
Mendel Money Management
Illinois
$240K -$4.57K -10 -2%
Chevy Chase Trust
960
Chevy Chase Trust
Maryland
$240K – – –
AP
961
Atwood & Palmer
Missouri
$240K – – –
WTA
962
Washington Trust Advisors
Massachusetts
$239K +$171K +374 +249%
JHCP
963
Jackson Hole Capital Partners
Oklahoma
$239K – – –
TFO
964
Tarbox Family Office
California
$238K – – –
AWM
965
Aprio Wealth Management
Georgia
$238K – – –
PB
966
Pinnacle Bancorp
Nebraska
$237K +$11.4K +25 +5%
LW
967
Libra Wealth
California
$235K – – –
JF
968
JSF Financial
California
$235K -$18.3K -40 -7%
TCA
969
Transcend Capital Advisors
New Jersey
$234K +$234K +513 New
SCA
970
Snowden Capital Advisors
New York
$234K -$117K -256 -33%
IWA
971
Inspirion Wealth Advisors
Illinois
$233K – – –
BWCS
972
Beirne Wealth Consulting Services
Connecticut
$232K – – –
KL
973
KWMG LLC
Kansas
$232K – – –
APC
974
Asset Planning Corporation
Tennessee
$231K +$456 +1 +0.2%
RMC
975
Resources Management Corp
Connecticut
$231K – – –
37 38
39
40 41