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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 %
First Manhattan
1126
First Manhattan
New York
$5.04K -$22.9K -50 -82%
SC
1127
Solstein Capital
California
$4.58K – – –
KFI
1128
Key Financial Inc
Pennsylvania
$4.58K +$4.58K +10 New
WWP
1129
WR Wealth Planners
Missouri
$4.13K +$4.13K +9 New
AWM
1130
AllSquare Wealth Management
New York
$2.75K – – –
UFF
1131
USA Financial Formulas
Michigan
$1.38K +$1.38K +3 New
KM
1132
Kalos Management
Georgia
$917 +$917 +2 New
CL
1133
COWA LLC
Oklahoma
$290 +$290 +133,232 New
BWCS
1134
Beirne Wealth Consulting Services
Connecticut
– -$7.67M -511,942 Closed
UM
1135
Ulysses Management
New York
– -$28.3M -64,000 Closed
MHP
1136
Manatuck Hill Partners
Connecticut
– -$6.6M -14,910 Closed
NCG
1137
Newport Capital Group
New Jersey
– -$3.97M -8,974 Closed
Parallax Volatility Advisers
1138
Parallax Volatility Advisers
California
– -$3.17M -7,151 Closed
VAS
1139
Vestmark Advisory Solutions
Massachusetts
– -$3.03M -6,847 Closed
NW
1140
NewEdge Wealth
Pennsylvania
– -$2.45M -5,532 Closed
Qube Research & Technologies (QRT)
1141
Qube Research & Technologies (QRT)
United Kingdom
– -$2.08M -4,691 Closed
Renaissance Technologies
1142
Renaissance Technologies
New York
– -$1.86M -4,200 Closed
AI
1143
Atria Investments
North Carolina
– -$1.8M -4,067 Closed
NAM
1144
NorthCrest Asset Manangement
Minnesota
– -$1.6M -3,605 Closed
NAG
1145
Northstar Advisory Group
New Jersey
– -$1.5M -3,387 Closed
CA
1146
Claro Advisors
Massachusetts
– -$1.41M -3,193 Closed
AAM
1147
Aureus Asset Management
Massachusetts
– -$905K -2,044 Closed
RFM
1148
Royal Fund Management
Florida
– -$886K -2,000 Closed
JGC
1149
J. Goldman & Co
New York
– -$847K -1,913 Closed
SFWA
1150
Summit Financial Wealth Advisors
Louisiana
– -$820K -1,853 Closed
44 45
46
47 48