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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 %
RFA
1076
Register Financial Advisors
Georgia
$42.6K – – –
AF
1077
Advisornet Financial
Minnesota
$41.3K – – –
FCT
1078
First Community Trust
Iowa
$41.3K – – –
S
1079
SignatureFD
Georgia
$40.8K -$74.3K -162 -65%
PCTC
1080
Perkins Coie Trust Company
Washington
$39K – – –
BG
1081
Bollard Group
Massachusetts
$37K – – –
FNBOSM
1082
First National Bank of South Miami
Florida
$34.4K – – –
SIS
1083
Sound Income Strategies
Florida
$32.1K – – –
CBT
1084
CoreFirst Bank & Trust
Kansas
$32.1K – – –
AssetMark Inc
1085
AssetMark Inc
California
$30.1K +$5.01K +11 +20%
AFS
1086
Annapolis Financial Services
Maryland
$28K – – –
NF
1087
Norwood Financial
Pennsylvania
$26.1K – – –
GTAM
1088
Global Trust Asset Management
Florida
$25.7K – – –
PSB
1089
Piscataqua Savings Bank
New Hampshire
$25.7K – – –
WB
1090
Webster Bank
Connecticut
$25.2K – – –
EA
1091
Evolution Advisers
Virginia
$24K – – –
BA
1092
Bellwether Advisors
Nebraska
$23.8K -$4.58K -10 -16%
RI
1093
Ridgewood Investments
New Jersey
$23.4K +$23.4K +51 New
CHC
1094
City Holding Co
West Virginia
$22.9K – – –
GI
1095
Gradient Investments
Minnesota
$22K +$1.37K +3 +7%
BHWM
1096
Beaird Harris Wealth Management
Texas
$21.1K – – –
CWP
1097
Concord Wealth Partners
Virginia
$20.9K – – –
BCM
1098
Bourgeon Capital Management
Connecticut
$20.6K – – –
CAL
1099
Capital Analysts LLC
Pennsylvania
$19K – – –
TFA
1100
Transamerica Financial Advisors
Florida
$19K +$19K +40 New
42 43
44
45 46