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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
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 %
AIM
1101
Arcadia Investment Management
Michigan
$174K – – –
TSWM
1102
Tyler-Stone Wealth Management
Ohio
$170K – – –
FG
1103
Fairman Group
Pennsylvania
$168K +$168K +330 New
OA
1104
Operose Advisors
Wisconsin
$167K +$167K +329 New
SVCP
1105
Silicon Valley Capital Partners
California
$166K +$507 +1 +0.3%
RAM
1106
Riggs Asset Management
Pennsylvania
$163K -$19.8K -39 -11%
SAI
1107
Systematic Alpha Investments
New Jersey
$152K – – –
NFA
1108
Northwest Financial Advisors
Virginia
$149K +$149K +293 New
JWM
1109
Janiczek Wealth Management
Colorado
$148K – – –
CIM
1110
Contravisory Investment Management
Massachusetts
$143K +$1.52K +3 +1%
CFGS
1111
Concourse Financial Group Securities
Alabama
$139K +$33.6K +66 +32%
WIA
1112
Wetzel Investment Advisors
Indiana
$138K +$138K +272 New
JGIA
1113
Jackson Grant Investment Advisers
Connecticut
$134K +$507 +1 +0.4%
SIC
1114
SJS Investment Consulting
Ohio
$133K – – –
RFA
1115
Resurgent Financial Advisors
Georgia
$132K +$507 +1 +0.4%
AIC
1116
Archer Investment Corporation
Indiana
$130K – – –
EWM
1117
Evermay Wealth Management
Virginia
$127K – – –
FDCP
1118
Foster Dykema Cabot & Partners
Massachusetts
$127K +$127K +250 New
ODG
1119
O'Dell Group
Ohio
$119K +$119K +235 New
CB
1120
CNB Bank
Pennsylvania
$119K – – –
MSWM
1121
McGlone Suttner Wealth Management
Wisconsin
$119K +$119K +235 New
SS
1122
Sunbelt Securities
Texas
$119K -$24.8K -49 -17%
MMG
1123
Monetary Management Group
Missouri
$117K – – –
IWA
1124
Icon Wealth Advisors
Texas
$115K +$115K +226 New
RL
1125
Rogco LP
Oklahoma
$107K -$96.9K -191 -48%
43 44
45
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