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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,148 hedge funds and large institutions have $11.8B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 406 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+16
Holders Change %
+1.41%
% of All Funds
18.1%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
71
Increased
282
Reduced
406
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$98.7M
2
Barclays
Barclays
United Kingdom
$97M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$152M
4
BlackRock
BlackRock
New York
$51.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$60.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M
2
Creative Planning
Creative Planning
Kansas
$148M
3
Goldman Sachs
Goldman Sachs
New York
$169M
4
UBS Group
UBS Group
Switzerland
$292M
5
Wells Fargo
Wells Fargo
California
$700M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
1001
Pachira Investments
California
$213K -$11.5K -24 -5%
BWM
1002
BerganKDV Wealth Management
Minnesota
$213K – – –
MWM
1003
Mission Wealth Management
California
$213K +$213K +444 New
OSAM
1004
O'Shaughnessy Asset Management
Connecticut
$213K – – –
AWA
1005
Aquire Wealth Advisors
Utah
$213K – – –
OIM
1006
Oder Investment Management
California
$212K – – –
SFC
1007
Strategic Financial Concepts
Texas
$212K +$212K +443 New
LL
1008
LWMG LLC
Minnesota
$211K – – –
YIA
1009
YHB Investment Advisors
Connecticut
$211K -$76.6K -160 -27%
BPCE
1010
Bank Pictet & Cie (Europe)
Germany
$210K – – –
JWCA
1011
J.W. Coons Advisors
Ohio
$209K – – –
PRWA
1012
Platte River Wealth Advisors
Colorado
$208K +$208K +435 New
CA
1013
CoreCap Advisors
Michigan
$207K +$207K +432 New
VST
1014
Van Strum & Towne
California
$206K +$206K +430 New
SF
1015
Symphony Financial
Texas
$203K +$203K +426 New
BMWM
1016
Brown Miller Wealth Management
Virginia
$202K +$202K +422 New
LBC
1017
Lawrence B. Cohen
$201K +$201K +420 New
TCB
1018
Texas Capital Bancshares
Texas
$201K +$201K +420 New
BCM
1019
Brookmont Capital Management
Texas
$201K +$201K +420 New
Thrivent Financial for Lutherans
1020
Thrivent Financial for Lutherans
Minnesota
$201K -$229K -481 -53%
BSB
1021
Bangor Savings Bank
Maine
$199K – – –
CG
1022
Cutler Group
California
$191K -$315K -660 -62%
CFD
1023
Creative Financial Designs
Indiana
$185K +$136K +284 +278%
GKIM
1024
GW&K Investment Management
Massachusetts
$177K +$2.39K +5 +1%
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$175K -$67K -140 -28%
39 40
41
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