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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 %
MW
976
Marcum Wealth
Ohio
$223K -$5.04K -11 -2%
BHIC
977
Bassett Hargrove Investment Counsel
Delaware
$222K – – –
VIA
978
Vickerman Investment Advisors
Washington
$222K -$4.13K -9 -2%
BHIA
979
Birch Hill Investment Advisors
Massachusetts
$219K -$24.3K -53 -10%
HDIM
980
Hanson & Doremus Investment Management
Vermont
$218K – – –
MPPLM
981
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$216K -$7.69M -16,754 -97%
MG
982
Mather Group
Illinois
$216K -$7.33K -16 -3%
RA
983
Rodgers & Associates
Pennsylvania
$215K – – –
LSC
984
Lesa Sroufe & Co
Washington
$215K – – –
PI
985
Pachira Investments
California
$215K – – –
TP
986
Tranquility Partners
Tennessee
$215K – – –
MSFP
987
Mark Sheptoff Financial Planning
Connecticut
$214K – – –
AIM
988
Aspen Investment Management
Michigan
$212K – – –
IAS
989
Investment Advisory Services
Texas
$211K – – –
CWM
990
Concentric Wealth Management
California
$211K – – –
WA
991
Wambolt & Associates
Colorado
$211K – – –
HIA
992
Harbor Investment Advisory
Maryland
$210K -$917 -2 -0.4%
AT
993
American Trust
Kentucky
$210K -$267K -583 -56%
SWM
994
Soundmark Wealth Management
Washington
$210K +$459 +1 +0.2%
HT
995
Heritage Trust
Oklahoma
$209K – – –
NIM
996
Northeast Investment Management
Massachusetts
$207K +$207K +452 New
LWANC
997
Laurel Wealth Advisors (North Carolina)
North Carolina
$207K – – –
AG
998
Ascent Group
Virginia
$206K -$8.71K -19 -4%
WIM
999
Westside Investment Management
California
$206K – – –
Jennison Associates
1000
Jennison Associates
New York
$204K -$313K -682 -61%
38 39
40
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