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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 %
YIA
1026
YHB Investment Advisors
Connecticut
$201K – – –
CFD
1027
Creative Financial Designs
Indiana
$196K +$19.2K +42 +11%
RL
1028
Rogco LP
Oklahoma
$184K +$184K +402 New
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$167K – – –
GC
1030
Garde Capital
Washington
$165K – – –
RAM
1031
Riggs Asset Management
Pennsylvania
$164K – – –
AWM
1032
Avior Wealth Management
Nebraska
$164K -$2.74K -6 -2%
BSB
1033
Bangor Savings Bank
Maine
$163K -$26.5K -58 -14%
BC
1034
Blackhill Capital
New Jersey
$160K – – –
HGERS
1035
Householder Group Estate & Retirement Specialist
Arizona
$158K +$158K +346 New
Allspring Global Investments
1036
Allspring Global Investments
North Carolina
$156K -$202K -442 -56%
AIM
1037
Arcadia Investment Management
Michigan
$156K – – –
TSWM
1038
Tyler-Stone Wealth Management
Ohio
$153K – – –
SVCP
1039
Silicon Valley Capital Partners
California
$149K -$8.67K -19 -5%
SAI
1040
Systematic Alpha Investments
New Jersey
$137K +$137K +300 New
HT
1041
Headlands Technologies
Illinois
$135K +$135K +295 New
JWM
1042
Janiczek Wealth Management
Colorado
$133K – – –
SS
1043
Sunbelt Securities
Texas
$129K -$22.9K -50 -15%
CIM
1044
Contravisory Investment Management
Massachusetts
$128K +$915 +2 +0.7%
FAM
1045
Flaharty Asset Management
Florida
$127K +$127K +278 New
JGIA
1046
Jackson Grant Investment Advisers
Connecticut
$120K +$457 +1 +0.4%
SIC
1047
SJS Investment Consulting
Ohio
$120K – – –
RFA
1048
Resurgent Financial Advisors
Georgia
$118K +$913 +2 +0.8%
AIC
1049
Archer Investment Corporation
Indiana
$117K – – –
EWM
1050
Evermay Wealth Management
Virginia
$115K – – –
40 41
42
43 44