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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
17.97%
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
Morgan Stanley
New York
$1.57B
2
IMC Chicago
IMC Chicago
Illinois
$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$251M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$127M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Squarepoint
Squarepoint
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
Goldman Sachs
New York
$197M
5
CA
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
1201
Financial Gravity Asset Management
Texas
$16.2K +$16.2K +32 New
BLC
1202
Brown, Lisle/Cummings
Rhode Island
$15.2K – – –
CPG
1203
Cornerstone Planning Group
New Jersey
$15.2K – – –
EBA
1204
Eagle Bay Advisors
New York
$15.2K +$6.6K +13 +76%
FCG
1205
Financial Connections Group
California
$15K – – –
CP
1206
Castleview Partners
Texas
$14.3K +$5.61K +11 +65%
IWP
1207
IAG Wealth Partners
Wisconsin
$13.2K – – –
CSB
1208
City State Bank
Iowa
$13K – – –
AF
1209
Arrow Financial
New York
$12.7K – – –
NC
1210
NewSquare Capital
Pennsylvania
$12.7K – – –
RDIA
1211
RE Dickinson Investment Advisors
Iowa
$10K – – –
CFG
1212
CKW Financial Group
Hawaii
$10K – – –
RBC
1213
Roble Belko & Company
Pennsylvania
$10K – – –
SC
1214
Stephens Consulting
Michigan
$9.64K – – –
LOIP
1215
Live Oak Investment Partners
Texas
$9.64K -$8.68K – –
GFPC
1216
Global Financial Private Client
Florida
$8.12K – – –
RFG
1217
REAP Financial Group
Texas
$8.12K +$8.12K +16 New
VNA
1218
Valley National Advisers
Pennsylvania
$8K – – –
FFO
1219
Fortitude Family Office
Arizona
$7.68K +$7.68K +15 New
DAM
1220
Delta Asset Management
Tennessee
$7.61K – – –
NCM
1221
Northwest Capital Management
Oregon
$6.6K – – –
HWA
1222
HHM Wealth Advisors
Tennessee
$6.6K +$6.6K +13 New
GIA
1223
GHP Investment Advisors
Colorado
$6.09K – – –
SC
1224
Solstein Capital
California
$5.07K – – –
KFI
1225
Key Financial Inc
Pennsylvania
$5.07K – – –
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