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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,152 hedge funds and large institutions have $12.5B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 400 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
18.37%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.99%
New
65
Increased
296
Reduced
400
Closed
45
Calls
$994M
Puts
$477M
Net Calls
+$518M
Net Calls Change
+$126M

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$1.22B
2
PFO
2
Pathstone Family Office
New Jersey
$440M
3
Goldman Sachs
3
Goldman Sachs
New York
$244M
4
Bank of America
4
Bank of America
North Carolina
$1.03B
5
Squarepoint
5
Squarepoint
New York
$96.3M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$3.42M
2
Barclays
2
Barclays
United Kingdom
$35.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$577M
4
BlackRock
4
BlackRock
New York
$14.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
1176
Northeast Investment Management
Massachusetts
– -$223K -465 Closed
WA
1177
Wambolt & Associates
Colorado
– -$220K -460 Closed
AT
1178
American Trust
Kentucky
– -$217K -453 Closed
PI
1179
Pachira Investments
California
– -$213K -445 Closed
AG
1180
Ascent Group
Virginia
– -$216K -442 Closed
BPCE
1181
Bank Pictet & Cie (Europe)
Germany
– -$210K -439 Closed
JWCA
1182
J.W. Coons Advisors
Ohio
– -$209K -437 Closed
PRWA
1183
Platte River Wealth Advisors
Colorado
– -$208K -435 Closed
VST
1184
Van Strum & Towne
California
– -$206K -430 Closed
SF
1185
Symphony Financial
Texas
– -$203K -426 Closed
BMWM
1186
Brown Miller Wealth Management
Virginia
– -$202K -422 Closed
TCB
1187
Texas Capital Bancshares
Texas
– -$201K -420 Closed
BCM
1188
Brookmont Capital Management
Texas
– -$201K -420 Closed
LBC
1189
Lawrence B. Cohen
– -$201K -420 Closed
CAM
1190
Columbia Asset Management
Michigan
– -$134K -280 Closed
TFP
1191
Tilia Fiduciary Partners
North Carolina
– -$114K -237 Closed
FMB
1192
Field & Main Bank
Kentucky
– -$83.8K -175 Closed
HS
1193
Horan Securities
United States
– -$59.9K -125 Closed
PIAS
1194
PCA Investment Advisory Services
Ohio
– -$52.2K -109 Closed
SF
1195
Safeguard Financial
Wisconsin
– -$26K -55 Closed
RI
1196
Ridgewood Investments
New Jersey
– -$24.5K -51 Closed
BHWM
1197
Beaird Harris Wealth Management
Texas
– -$22K -46 Closed
SIS
1198
Sound Income Strategies
Florida
– -$19.2K -40 Closed
FWA
1199
FSC Wealth Advisors
New York
– -$7.18K -15 Closed
44 45 46 47
48