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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,226 hedge funds and large institutions have $14.6B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 330 increasing their positions, 389 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,226
Holders Change
+74
Holders Change %
+6.42%
% of All Funds
17.97%
Holding in Top 10
68
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.68%
% of All Funds
1%
New
154
Increased
330
Reduced
389
Closed
60
Calls
$932M
Puts
$521M
Net Calls
+$411M
Net Calls Change
-$106M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$927M
2
IMC Chicago
IMC Chicago
Illinois
+$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$112M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$92.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$117M
2
Squarepoint
Squarepoint
New York
-$96.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$96.1M
4
Goldman Sachs
Goldman Sachs
New York
-$73.8M
5
CA
Clearstead Advisors
Ohio
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
951
Legacy Financial Strategies
Kansas
$292K – – –
HIG
952
Heritage Investment Group
Florida
$292K – – –
CCM
953
Carlson Capital Management
Minnesota
$292K – – –
Luther King Capital Management (LKCM)
954
Luther King Capital Management (LKCM)
Texas
$291K -$277K – –
DAC
955
Dividend Assets Capital
South Carolina
$290K – – –
IP
956
Investment Partners
Ohio
$288K – – –
IP
957
Isthmus Partners
Wisconsin
$287K – – –
SIA
958
Schechter Investment Advisors
Michigan
$286K +$14.7K +29 +5%
HNWAG
959
High Net Worth Advisory Group
Florida
$285K – – –
CSWM
960
Cassady Schiller Wealth Management
Ohio
$285K – – –
E
961
ETFidea
New York
$285K – – –
AIM
962
Avity Investment Management
Connecticut
$284K – – –
FHC
963
First Heartland Consultants
Missouri
$284K -$124K -245 -30%
SFG
964
SNS Financial Group
Minnesota
$283K – – –
CA
965
CapWealth Advisors
Tennessee
$283K +$3.55K +7 +1%
SAG
966
Spotlight Asset Group
Illinois
$282K – – –
TC
967
Trust Company
Kansas
$282K -$30.4K -60 -10%
WCA
968
Waypoint Capital Advisors
Minnesota
$281K – – –
SEP
969
Southland Equity Partners
Missouri
$280K – – –
AFG
970
Atomi Financial Group
New York
$279K +$279K +550 New
RLIM
971
Red Lighthouse Investment Management
New York
$279K – – –
FFA
972
First Foundation Advisors
California
$276K – – –
ANBT
973
American National Bank & Trust
Texas
$276K – – –
TD Asset Management
974
TD Asset Management
Ontario, Canada
$275K +$275K +542 New
PMG
975
ProVise Management Group
Florida
$273K -$152K -300 -36%
37 38
39
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