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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 %
FC
1151
Fulcrum Capital
Washington
– -$760K -1,717 Closed
Walleye Trading
1152
Walleye Trading
New York
– -$733K -1,656 Closed
CST
1153
Charles Schwab Trust
Nevada
– -$661K -1,493 Closed
MCC
1154
Money Concepts Capital
Florida
– -$628K -1,418 Closed
Group One Trading
1155
Group One Trading
Illinois
– -$622K -1,405 Closed
TC
1156
TownSquare Capital
Utah
– -$566K -1,279 Closed
QWM
1157
QP Wealth Management
New Jersey
– -$509K -1,150 Closed
JWM
1158
Jackson Wealth Management
Florida
– -$445K -1,004 Closed
Capstone Investment Advisors
1159
Capstone Investment Advisors
New York
– -$435K -983 Closed
BMC
1160
Benin Management Corp
Connecticut
– -$403K -909 Closed
T
1161
TCWP
Ohio
– -$391K -882 Closed
MYIA
1162
Mount Yale Investment Advisors
Colorado
– -$388K -877 Closed
WIM
1163
WealthPlan Investment Management
Nebraska
– -$420K -862 Closed
JAWM
1164
J. Arnold Wealth Management
Ohio
– -$380K -859 Closed
TWM
1165
Thrive Wealth Management
Pennsylvania
– -$361K -815 Closed
CGIM
1166
Cannon Global Investment Management
Florida
– -$354K -800 Closed
GWA
1167
GGM Wealth Advisors
Maryland
– -$330K -727 Closed
GSIAS
1168
Garden State Investment Advisory Services
New Jersey
– -$305K -685 Closed
RWA
1169
Redmont Wealth Advisors
Illinois
– -$303K -685 Closed
BZWA
1170
Blue Zone Wealth Advisors
California
– -$281K -635 Closed
HT
1171
Headlands Technologies
Illinois
– -$278K -627 Closed
QC
1172
QCM Cayman
Texas
– -$275K -621 Closed
PRWA
1173
Platte River Wealth Advisors
Colorado
– -$259K -585 Closed
MPW
1174
MGO Private Wealth
California
– -$252K -569 Closed
KP
1175
Keel Point
Alabama
– -$247K -558 Closed
45 46
47
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