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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 %
CCM
1101
Chilton Capital Management
Texas
$16.5K +$16.5K +36 New
Amundi
1102
Amundi
France
$15.7K – – –
CIA
1103
Cape Investment Advisory
Georgia
$14.7K +$14.7K +32 New
FCG
1104
Financial Connections Group
California
$14K – – –
BLC
1105
Brown, Lisle/Cummings
Rhode Island
$13.8K – – –
CP
1106
Castleview Partners
Texas
$12.8K – – –
HBW
1107
Hazlett, Burt & Watson
West Virginia
$12K – – –
IWP
1108
IAG Wealth Partners
Wisconsin
$11.9K – – –
AF
1109
Arrow Financial
New York
$11.5K – – –
NC
1110
NewSquare Capital
Pennsylvania
$11.5K +$11.5K +25 New
CSB
1111
City State Bank
Iowa
$11K – – –
AWM
1112
Activest Wealth Management
Florida
$10.8K -$90.1K -200 -89%
SFG
1113
Steward Financial Group
Texas
$10K – – –
CSPAM
1114
Cary Street Partners Asset Management
Virginia
$9.63K – – –
RDIA
1115
RE Dickinson Investment Advisors
Iowa
$9K -$474 -1 -5%
CFG
1116
CKW Financial Group
Hawaii
$9K – – –
AAP
1117
Arax Advisory Partners
Colorado
$8.71K – – –
SC
1118
Stephens Consulting
Michigan
$8.71K – – –
LOIP
1119
Live Oak Investment Partners
Texas
$8.71K -$8.41K – –
VNA
1120
Valley National Advisers
Pennsylvania
$8K – – –
NFSG
1121
Newbridge Financial Services Group
Florida
$7.36K – – –
GFPC
1122
Global Financial Private Client
Florida
$7.33K – – –
FWA
1123
FSC Wealth Advisors
New York
$6.88K +$6.88K +15 New
SCA
1124
Stonebridge Capital Advisors
Minnesota
$6.42K – – –
GIA
1125
GHP Investment Advisors
Colorado
$5.5K – – –
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