MDY icon

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
1
Morgan Stanley
New York
$1.57B
2
IMC Chicago
2
IMC Chicago
Illinois
$152M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$251M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$127M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.03B
2
Squarepoint
2
Squarepoint
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$197M
5
CA
5
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LL
1051
LWMG LLC
Minnesota
$224K – – –
HPA
1052
High Probability Advisors
New York
$223K – – –
SAM
1053
Southernsun Asset Management
Tennessee
$223K +$223K +440 New
MG
1054
Mather Group
Illinois
$223K -$7.6K -15 -3%
JWCA
1055
J.W. Coons Advisors
Ohio
$222K +$222K +437 New
YIA
1056
YHB Investment Advisors
Connecticut
$221K -$2.54K -5 -1%
PRWA
1057
Platte River Wealth Advisors
Colorado
$221K +$221K +435 New
NW
1058
Naviter Wealth
Arkansas
$221K +$221K +433 New
SWM
1059
Scissortail Wealth Management
Oklahoma
$219K +$219K +430 New
VST
1060
Van Strum & Towne
California
$218K +$218K +430 New
IWA
1061
Inspirion Wealth Advisors
Illinois
$217K -$40.5K -80 -16%
FPGT
1062
Financial Partners Group (Tennessee)
Tennessee
$217K -$9.13K -18 -4%
QCM
1063
QRG Capital Management
Illinois
$216K -$105K -206 -33%
NSB
1064
Norway Savings Bank
Maine
$216K +$216K +425 New
SP
1065
Successful Portfolios
Florida
$215K +$215K +424 New
CFP
1066
Catalyst Financial Partners
Massachusetts
$215K +$215K +424 New
BMWM
1067
Brown Miller Wealth Management
Virginia
$214K +$214K +422 New
BCM
1068
Brookmont Capital Management
Texas
$213K +$213K +420 New
TCB
1069
Texas Capital Bancshares
Texas
$213K +$213K +420 New
TP
1070
Tranquility Partners
Tennessee
$212K -$206K -406 -49%
RWM
1071
Ritholtz Wealth Management
New York
$212K +$212K +418 New
SF
1072
Symphony Financial
Texas
$211K +$211K +426 New
FI
1073
Financial Insights
Washington
$210K +$210K +414 New
RPGK
1074
Retirement Planning Group (Kansas)
Kansas
$208K -$123K -242 -37%
MAM
1075
Milestone Asset Management
Pennsylvania
$208K +$208K +410 New
41 42
43
44 45