MDY icon

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 %
FDCC
1051
Foster Dykema Cabot & Co
Massachusetts
$114K – – –
BBPWM
1052
Blue Bell Private Wealth Management
Pennsylvania
$108K -$5.02K -11 -4%
ADL
1053
Asset Dedication LLC
California
$108K – – –
CB
1054
CNB Bank
Pennsylvania
$107K +$107K +235 New
MMG
1055
Monetary Management Group
Missouri
$105K – – –
IWP
1056
Icon Wealth Partners
Texas
$103K – – –
TIM
1057
Tortoise Investment Management
New York
$100K – – –
BCMLT
1058
Beacon Capital Management LLC (Tennessee)
Tennessee
$99.6K – – –
CFGS
1059
Concourse Financial Group Securities
Alabama
$94.8K – – –
ITIM
1060
Indiana Trust & Investment Management
Indiana
$92.2K +$92.2K +202 New
PPWM
1061
PFG Private Wealth Management
Florida
$90.9K – – –
MWM
1062
Mascoma Wealth Management
New Hampshire
$90.4K – – –
BCV
1063
Banque Cantonale Vaudoise
Switzerland
$88K – – –
PVH
1064
Psagot Value Holdings
Israel
$87K -$126K -273 -59%
MRCM
1065
M&R Capital Management
New Jersey
$86.8K – – –
GGI
1066
Godsey & Gibb Inc
Virginia
$84.5K – – –
SWA
1067
Sutton Wealth Advisors
Florida
$80.8K – – –
GCM
1068
Gables Capital Management
Florida
$80.8K +$12.3K +27 +18%
CAM
1069
Costello Asset Management
Pennsylvania
$78.5K – – –
HWM
1070
Horizons Wealth Management
North Carolina
$74.9K – – –
NIC
1071
Northwest Investment Counselors
Oregon
$72.4K – – –
WAS
1072
Winch Advisory Services
Wisconsin
$70K -$5K -11 -7%
ACA
1073
Atlas Capital Advisors
Wyoming
$68.8K – – –
1832 Asset Management
1074
1832 Asset Management
Ontario, Canada
$68.5K – – –
TJHA
1075
Thomas J. Herzfeld Advisors
Florida
$68.5K – – –
41 42
43
44 45