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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 %
AFA
1001
AA Financial Advisors
Ohio
$258K +$258K +508 New
FIC
1002
FCG Investment Company
Tennessee
$257K +$257K +507 New
HT
1003
Heritage Trust
Oklahoma
$256K +$23.8K +47 +10%
FWA
1004
FSM Wealth Advisors
Ohio
$255K -$44.6K -88 -15%
PFG
1005
PAX Financial Group
Texas
$255K – – –
FFW
1006
Fusion Family Wealth
New York
$254K – – –
BL
1007
BFSG LLC
California
$254K – – –
MW
1008
MBL Wealth
North Carolina
$254K – – –
TCPG
1009
Trivant Custom Portfolio Group
California
$253K -$1.02K -2 -0.4%
EIP
1010
Ellis Investment Partners
Pennsylvania
$252K +$507 +1 +0.2%
AFG
1011
Allegheny Financial Group
Pennsylvania
$252K +$22.8K +45 +10%
RMC
1012
Resources Management Corp
Connecticut
$252K -$5.08K -10 -2%
SFM
1013
Signet Financial Management
New Jersey
$252K -$60.9K -120 -19%
MCA
1014
Maryland Capital Advisors
Maryland
$251K – – –
MAM
1015
Mystic Asset Management
Rhode Island
$251K – – –
MAG
1016
MRA Advisory Group
New Jersey
$251K – – –
BWA
1017
BlueSky Wealth Advisors
North Carolina
$250K – – –
MWPCG
1018
Measured Wealth Private Client Group
New Hampshire
$248K – – –
KTM
1019
Keeler Thomas Management
Utah
$245K -$50.2K -99 -17%
AWA
1020
Arete Wealth Advisors
Illinois
$244K +$244K +481 New
SC
1021
SouthState Corp
Florida
$244K -$45.7K -90 -16%
WTB
1022
Washington Trust Bank
Washington
$244K – – –
BHIA
1023
Birch Hill Investment Advisors
Massachusetts
$243K -$29.4K -58 -11%
EC
1024
Estate Counselors
Wisconsin
$241K -$12.3M -24,170 -98%
HDIM
1025
Hanson & Doremus Investment Management
Vermont
$241K – – –
39 40
41
42 43