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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 %
BWM
1001
BerganKDV Wealth Management
Minnesota
$204K – – –
OSAM
1002
O'Shaughnessy Asset Management
Connecticut
$204K +$204K +444 New
AWA
1003
Aquire Wealth Advisors
Utah
$204K +$204K +444 New
EF
1004
Exeter Financial
Arizona
$203K +$203K +450 New
OIM
1005
Oder Investment Management
California
$203K – – –
EWM
1006
Echo Wealth Management
Minnesota
$203K – – –
LL
1007
LWMG LLC
Minnesota
$202K +$202K +441 New
RA
1008
Rise Advisors
New York
$202K -$2.75K -6 -1%
BPCE
1009
Bank Pictet & Cie (Europe)
Germany
$201K +$201K +439 New
JWCA
1010
J.W. Coons Advisors
Ohio
$200K +$200K +437 New
BSB
1011
Bangor Savings Bank
Maine
$191K -$18.8K -41 -9%
RMC
1012
Resources Management Corp
Connecticut
$184K +$128K +1,154 +228%
BTI
1013
Blue Trust Inc
Georgia
$183K -$21.3K -48 -10%
EI
1014
Ellevest Inc
New York
$168K – – –
GKIM
1015
GW&K Investment Management
Massachusetts
$167K +$167K +365 New
GC
1016
Garde Capital
Washington
$166K -$45.9K -100 -22%
BC
1017
Blackhill Capital
New Jersey
$161K – – –
SVCP
1018
Silicon Valley Capital Partners
California
$158K +$459 +1 +0.3%
AIM
1019
Arcadia Investment Management
Michigan
$157K – – –
CIA
1020
Cascade Investment Advisors
Oregon
$147K +$147K +320 New
MIA
1021
Milestone Investment Advisors
Wisconsin
$146K – – –
AWM
1022
Avior Wealth Management
Nebraska
$134K -$12.4K -27 -8%
JWM
1023
Janiczek Wealth Management
Colorado
$132K – – –
SS
1024
Sunbelt Securities
Texas
$127K +$127K +283 New
TFP
1025
Tilia Fiduciary Partners
North Carolina
$125K – – –
39 40
41
42 43