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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
$1.57B
2
IMC Chicago
IMC Chicago
Illinois
$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$251M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$127M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Squarepoint
Squarepoint
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
Goldman Sachs
New York
$197M
5
CA
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
976
Per Stirling Capital Management
Texas
$273K – – –
GFG
977
Greystone Financial Group
Michigan
$273K +$273K +539 New
CCM
978
Chilton Capital Management
Texas
$273K +$507 +1 +0.2%
GHA
979
Granite Harbor Advisors
Texas
$272K -$507 -1 -0.2%
HC
980
Hoese & Co
Minnesota
$272K -$65.6K -140 -19%
ECM
981
Evergreen Capital Management
Washington
$271K +$271K +532 New
WA
982
WealthTrust Axiom
Pennsylvania
$270K – – –
MWM
983
Mission Wealth Management
California
$270K +$20.3K +40 +8%
WI
984
Wintrust Investments
Illinois
$268K – – –
KL
985
KWMG LLC
Kansas
$267K +$9.64K +19 +4%
HWP
986
Heritage Wealth Partners
Ohio
$267K – – –
EDRIA
987
Edmonds Duncan Registered Investment Advisors
Kansas
$267K – – –
LAM
988
Lewis Asset Management
California
$266K +$266K +525 New
APC
989
Asset Planning Corporation
Tennessee
$266K +$8.12K +16 +3%
JHCP
990
Jackson Hole Capital Partners
Oklahoma
$265K – – –
TFO
991
Tarbox Family Office
California
$265K – – –
MW
992
Marcum Wealth
Ohio
$265K +$18.3K +36 +7%
AWM
993
Aprio Wealth Management
Georgia
$264K – – –
MMM
994
Mendel Money Management
Illinois
$264K -$2.54K -5 -1%
PB
995
Pinnacle Bancorp
Nebraska
$264K – – –
WPC
996
Wedmont Private Capital
Pennsylvania
$263K +$263K +524 New
JF
997
JSF Financial
California
$262K – – –
LW
998
Libra Wealth
California
$261K – – –
IA
999
IFP Advisors
Florida
$260K -$54.8K -108 -17%
BTWM
1000
Baker Tilly Wealth Management
Wisconsin
$258K -$19.3K -38 -7%
38 39
40
41 42