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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
$130M
2
Bank of America
Bank of America
North Carolina
$986M
3
Morgan Stanley
Morgan Stanley
New York
$582M
4
Corient Private Wealth
Corient Private Wealth
Florida
$112M
5
UBS Group
UBS Group
Switzerland
$315M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$38.5M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
3
Bessemer Group
Bessemer Group
New Jersey
$20.7M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
1026
National Bank of Canada
Quebec, Canada
$121K +$88K +192 +263%
SIC
1027
SJS Investment Consulting
Ohio
$120K – – –
JGIA
1028
Jackson Grant Investment Advisers
Connecticut
$120K – – –
CIM
1029
Contravisory Investment Management
Massachusetts
$120K -$2.75K -6 -2%
RFA
1030
Resurgent Financial Advisors
Georgia
$118K +$459 +1 +0.4%
FDCC
1031
Foster Dykema Cabot & Co
Massachusetts
$115K +$115K +250 New
EWM
1032
Evermay Wealth Management
Virginia
$115K – – –
BBPWM
1033
Blue Bell Private Wealth Management
Pennsylvania
$114K – – –
ADL
1034
Asset Dedication LLC
California
$109K – – –
MMG
1035
Monetary Management Group
Missouri
$105K – – –
IWP
1036
Icon Wealth Partners
Texas
$104K +$104K +226 New
TIM
1037
Tortoise Investment Management
New York
$101K – – –
TF
1038
TimeScale Financial
Massachusetts
$96.7K – – –
BCMLT
1039
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.4K – – –
BCV
1040
Banque Cantonale Vaudoise
Switzerland
$94K +$4.11K +9 +5%
WAS
1041
Winch Advisory Services
Wisconsin
$92K -$5.52K -12 -6%
GCM
1042
Gables Capital Management
Florida
$91.7K – – –
PPWM
1043
PFG Private Wealth Management
Florida
$91.2K – – –
MWM
1044
Mascoma Wealth Management
New Hampshire
$90K – – –
CT
1045
Clearstead Trust
Maine
$88K – – –
MRCM
1046
M&R Capital Management
New Jersey
$87.1K -$34.4K -75 -28%
SWA
1047
Sutton Wealth Advisors
Florida
$81.1K – – –
FMB
1048
Field & Main Bank
Kentucky
$80.2K -$32.1K -70 -29%
CAM
1049
Costello Asset Management
Pennsylvania
$78.8K – – –
NIC
1050
Northwest Investment Counselors
Oregon
$72.7K +$72.7K +159 New
40 41
42
43 44