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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 %
FIB
976
First Interstate Bank
Montana
$231K – – –
PP
977
Patten & Patten
Tennessee
$231K – – –
FDCDDQ
978
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K – – –
DWA
979
Delap Wealth Advisory
Oregon
$230K – – –
QT
980
Quantbot Technologies
New York
$229K -$2.05M -4,499 -90%
TCPG
981
Trivant Custom Portfolio Group
California
$228K -$31.5K -69 -12%
FFW
982
Fusion Family Wealth
New York
$228K – – –
JCM
983
J2 Capital Management
Michigan
$228K – – –
WDL
984
Well Done LLC
Michigan
$228K – – –
PFG
985
PAX Financial Group
Texas
$228K – – –
MW
986
MBL Wealth
North Carolina
$228K – – –
KWA
987
Kingswood Wealth Advisors
California
$228K +$228K +500 New
BL
988
BFSG LLC
California
$228K – – –
GCIM
989
Gunn & Company Investment Management
Florida
$228K +$228K +500 New
EIP
990
Ellis Investment Partners
Pennsylvania
$227K – – –
MAM
991
Mystic Asset Management
Rhode Island
$226K -$2.28K -5 -1%
MCA
992
Maryland Capital Advisors
Maryland
$226K – – –
MAG
993
MRA Advisory Group
New Jersey
$226K -$21K -46 -9%
CS
994
Comerica Securities
Michigan
$225K -$15.1K -33 -6%
BWA
995
BlueSky Wealth Advisors
North Carolina
$225K – – –
MWM
996
Mission Wealth Management
California
$225K +$21.9K +48 +11%
CAM
997
Congress Asset Management
Massachusetts
$223K – – –
MWPCG
998
Measured Wealth Private Client Group
New Hampshire
$223K – – –
MW
999
Marcum Wealth
Ohio
$222K – – –
WTB
1000
Washington Trust Bank
Washington
$219K +$219K +480 New
38 39
40
41 42