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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 %
HDIM
1001
Hanson & Doremus Investment Management
Vermont
$217K – – –
LSC
1002
Lesa Sroufe & Co
Washington
$215K – – –
RA
1003
Rodgers & Associates
Pennsylvania
$215K – – –
ESB
1004
Essex Savings Bank
Connecticut
$212K +$212K +464 New
SWM
1005
Soundmark Wealth Management
Washington
$210K +$913 +2 +0.4%
IAS
1006
Investment Advisory Services
Texas
$210K – – –
CWM
1007
Concentric Wealth Management
California
$210K – – –
FPF
1008
First Pacific Financial
Washington
$210K -$137K -300 -40%
HT
1009
Heritage Trust
Oklahoma
$209K – – –
MG
1010
Mather Group
Illinois
$208K -$7.3K -16 -3%
HIA
1011
Harbor Investment Advisory
Maryland
$207K -$2.28K -5 -1%
TWM
1012
Tradition Wealth Management
Minnesota
$207K – – –
Empower Advisory Group
1013
Empower Advisory Group
Colorado
$206K -$16K -35 -7%
AFG
1014
Allegheny Financial Group
Pennsylvania
$206K +$206K +452 New
LWANC
1015
Laurel Wealth Advisors (North Carolina)
North Carolina
$206K +$456 +1 +0.2%
EF
1016
Exeter Financial
Arizona
$205K – – –
WIM
1017
Westside Investment Management
California
$205K – – –
FPGT
1018
Financial Partners Group (Tennessee)
Tennessee
$204K -$73.5K -161 -27%
GSIAS
1019
Garden State Investment Advisory Services
New Jersey
$203K -$6.41K -14 -3%
OSAM
1020
O'Shaughnessy Asset Management
Connecticut
$203K – – –
AWA
1021
Aquire Wealth Advisors
Utah
$203K – – –
EWM
1022
Echo Wealth Management
Minnesota
$202K – – –
OIM
1023
Oder Investment Management
California
$202K – – –
LL
1024
LWMG LLC
Minnesota
$201K – – –
HPA
1025
High Probability Advisors
New York
$201K -$446K -977 -69%
39 40
41
42 43