MDY icon

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
17.98%
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 %
ITIM
1126
Indiana Trust & Investment Management
Indiana
$102K – – –
PPWM
1127
PFG Private Wealth Management
Florida
$101K – – –
HCM
1128
Hollencrest Capital Management
California
$101K +$24.8K +49 +33%
MWM
1129
Mascoma Wealth Management
New Hampshire
$100K – – –
TCM
1130
TD Capital Management
Tennessee
$99.5K +$48.2K +95 +94%
NBT
1131
Northwest Bank & Trust
Iowa
$98.9K +$98.9K +195 New
BCMLT
1132
Beacon Capital Management LLC (Tennessee)
Tennessee
$95K – – –
WTG
1133
West Tower Group
Virginia
$94.4K +$94.4K +186 New
GGI
1134
Godsey & Gibb Inc
Virginia
$93.9K – – –
BCV
1135
Banque Cantonale Vaudoise
Switzerland
$92K -$5.56K -11 -6%
TIM
1136
Tortoise Investment Management
New York
$89.8K -$21.8K -43 -20%
GCM
1137
Gables Capital Management
Florida
$89.8K – – –
CAM
1138
Costello Asset Management
Pennsylvania
$87.3K – – –
HWM
1139
Horizons Wealth Management
North Carolina
$83.2K – – –
MRCM
1140
M&R Capital Management
New Jersey
$81.2K -$15.2K -30 -16%
ACA
1141
Atlas Capital Advisors
Wyoming
$76.4K – – –
TJHA
1142
Thomas J. Herzfeld Advisors
Florida
$76.1K – – –
FWM
1143
FSA Wealth Management
Massachusetts
$74K +$74K +145 New
NS
1144
NBC Securities
Alabama
$70K -$5.54K -11 -7%
MSFP
1145
Mark Sheptoff Financial Planning
Connecticut
$69K – – –
RFG
1146
RFP Financial Group
Georgia
$68.5K – – –
SFA
1147
Semmax Financial Advisors
North Carolina
$67.2K – – –
SWM
1148
Sugarloaf Wealth Management
Georgia
$63.7K – – –
WTA
1149
Washington Trust Advisors
Massachusetts
$63.4K -$202K -399 -76%
NOI
1150
Newton One Investments
Delaware
$61.4K +$507 +1 +0.8%
44 45
46
47 48