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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 %
BBL
1176
Beck Bode LLC
Massachusetts
– -$240K -543 Closed
JMFC
1177
J.M. Forbes & Co
Massachusetts
– -$237K -536 Closed
AF
1178
Aldebaran Financial
– -$224K -506 Closed
CWM
1179
Curi Wealth Management
North Carolina
– -$224K -505 Closed
FIM
1180
Freedom Investment Management
Connecticut
– -$223K -503 Closed
Millennium Management
1181
Millennium Management
New York
– -$218K -492 Closed
Fisher Asset Management
1182
Fisher Asset Management
Washington
– -$209K -472 Closed
SWM
1183
Scissortail Wealth Management
Oklahoma
– -$213K -442 Closed
SHFP
1184
Second Half Financial Partners
Florida
– -$208K -430 Closed
USCWA
1185
U.S. Capital Wealth Advisors
Texas
– -$180K -406 Closed
ACM
1186
AUA Capital Management
Pennsylvania
– -$111K -250 Closed
EBA
1187
Eagle Bay Advisors
New York
– -$101K -228 Closed
AWM
1188
Accurate Wealth Management
Florida
– -$96.3K -210 Closed
MPCL
1189
My Personal CFO LLC
Washington
– -$88.6K -200 Closed
MSCM
1190
McElhenny Sheffield Capital Management
Texas
– -$67.3K -152 Closed
RFG
1191
RFP Financial Group
Georgia
– -$59.8K -135 Closed
MS
1192
Marshall & Sullivan
Washington
– -$50K -113 Closed
ACP
1193
Arcus Capital Partners
Georgia
– -$48.8K -110 Closed
WOSD
1194
WFA of San Diego
California
– -$35.4K -80 Closed
KTC
1195
Kistler-Tiffany Companies
Pennsylvania
– -$19.5K -44 Closed
TFM
1196
TFC Financial Management
Massachusetts
– -$18.2K -41 Closed
WFA
1197
West Financial Advisors
Iowa
– -$16.8K -38 Closed
FWA
1198
Freedom Wealth Alliance
Wisconsin
– -$6.2K -14 Closed
FFA
1199
Farther Finance Advisors
California
– -$1.33K -3 Closed
LFA
1200
Level Financial Advisors
New York
– -$1K -2 Closed
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