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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.

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
1
JPMorgan Chase & Co
New York
$130M
2
Bank of America
2
Bank of America
North Carolina
$986M
3
Morgan Stanley
3
Morgan Stanley
New York
$582M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$112M
5
UBS Group
5
UBS Group
Switzerland
$315M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$38.5M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
3
Bessemer Group
3
Bessemer Group
New Jersey
$20.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$212M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$95.1M
Name Market Value Shares Shares
Change 		Shares
Change %
OFS
76
Oldfather Financial Services
Nebraska
$21.8M 47,647 +1,819 +4%
FAG
77
Financial Advisory Group
Texas
$21.5M 46,977 -935 -2%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$21.4M 46,630 +75 +0.2%
KA
79
Klingman & Associates
New York
$21.2M 46,176 -153 -0.3%
Bessemer Group
80
Bessemer Group
New Jersey
$20.7M 45,208 -125,041 -73%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
81
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M 45,000 -137,000 -75%
HCP
82
Holt Capital Partners
Texas
$20.2M 44,157 -12 -0%
MMA
83
Miracle Mile Advisors
California
$19.8M 43,142 -1,487 -3%
CPIG
84
Chicago Partners Investment Group
Illinois
$19.7M 43,181 +1,005 +2%
EC
85
Estate Counselors
Wisconsin
$19.3M 42,135 +11,689 +38%
CA
86
Cumberland Advisors
Florida
$18.9M 41,124 -405 -1%
SW
87
SVB Wealth
Massachusetts
$18.5M 40,358 -1,734 -4%
GBWM
88
Granite Bay Wealth Management
New Hampshire
$18.3M 39,986 +2,263 +6%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$18M 39,252 -7,738 -16%
SG Americas Securities
90
SG Americas Securities
New York
$17.6M 38,318 -45,265 -54%
LCM
91
LCM Capital Management
Illinois
$17.2M 37,612 +906 +2%
JIC
92
Johnson Investment Counsel
Ohio
$17.2M 37,573 +478 +1%
1SB
93
1ST Source Bank
Indiana
$17.1M 37,310 +47 +0.1%
KIG
94
Kowal Investment Group
Wisconsin
$17M 37,107 +10,902 +42%
PWLP
95
Prio Wealth Limited Partnership
Massachusetts
$16.7M 36,419 -480 -1%
WAAG
96
Wealth Alliance Advisory Group
Kansas
$16.6M 36,297 -131 -0.4%
MIC
97
Means Investment Company
Maine
$16.6M 36,167 +30,696 +561%
BSW
98
Buckingham Strategic Wealth
Missouri
$16.3M 36,878 – –
AIG
99
American International Group
New York
$16.1M 35,200 +2,800 +9%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$16M 34,799 -4,700 -12%
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