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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Squarepoint
Squarepoint
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
Goldman Sachs
New York
$197M
5
CA
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1076
Cynosure Group
Utah
$207K +$207K +408 New
MAS
1077
Madden Advisory Services
Florida
$207K +$207K +407 New
AMIM
1078
Aull & Monroe Investment Management
Alabama
$206K +$206K +406 New
ARA
1079
Alexander Randolph Advisory
Virginia
$205K +$205K +404 New
TWM
1080
Thrive Wealth Management
Pennsylvania
$204K +$204K +402 New
OC
1081
Oarsman Capital
Wisconsin
$204K +$204K +402 New
VFPW
1082
Vantage Financial Partners (Wisconsin)
Wisconsin
$203K +$203K +401 New
BCAM
1083
Boston Common Asset Management
Massachusetts
$203K +$203K +400 New
GIM
1084
Grassi Investment Management
California
$203K +$203K +400 New
PCA
1085
Prosperity Capital Advisors
Ohio
$203K +$203K +400 New
CV
1086
Counterweight Ventures
North Carolina
$203K +$203K +400 New
WA
1087
Wambolt & Associates
Colorado
$203K +$203K +400 New
BZWA
1088
Blue Zone Wealth Advisors
California
$203K +$203K +400 New
RWM
1089
Rockwood Wealth Management
Pennsylvania
$203K +$203K +400 New
PWP
1090
Pursue Wealth Partners
California
$203K +$203K +400 New
BPCE
1091
Bank Pictet & Cie (Europe)
Germany
$203K +$203K +400 New
CFD
1092
Creative Financial Designs
Indiana
$198K -$19.3K -38 -9%
PP
1093
Pingora Partners
Wyoming
$190K +$190K +375 New
ADL
1094
Asset Dedication LLC
California
$186K +$65.9K +130 +55%
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$185K – – –
GC
1096
Garde Capital
Washington
$184K – – –
AWM
1097
Avior Wealth Management
Nebraska
$182K – – –
BSB
1098
Bangor Savings Bank
Maine
$182K – – –
Allspring Global Investments
1099
Allspring Global Investments
North Carolina
$179K +$5.59K +11 +3%
BC
1100
Blackhill Capital
New Jersey
$178K – – –
42 43
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