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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
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 %
SMH
1251
Sanders Morris Harris
Texas
– -$594K -1,300 Closed
SPWM
1252
Schrum Private Wealth Management
Florida
– -$593K -1,298 Closed
JWM
1253
Jackson Wealth Management
Florida
– -$562K -1,231 Closed
JRP
1254
Jasper Ridge Partners
California
– -$500K -1,095 Closed
GCM
1255
Glaxis Capital Management
Florida
– -$491K -1,075 Closed
Verition Fund Management
1256
Verition Fund Management
Connecticut
– -$474K -1,039 Closed
SPIO
1257
Seven Post Investment Office
California
– -$466K -1,021 Closed
PFGIA
1258
Patriot Financial Group Insurance Agency
Massachusetts
– -$384K -842 Closed
BA
1259
Baugh & Associates
Georgia
– -$334K -731 Closed
SW
1260
SteelPeak Wealth
California
– -$324K -706 Closed
NPA
1261
Nichols & Pratt Advisers
Massachusetts
– -$283K -620 Closed
NEAM
1262
New England Asset Management
Connecticut
– -$263K -576 Closed
SFC
1263
Strategic Financial Concepts
Texas
– -$260K -568 Closed
CASB
1264
Cape Ann Savings Bank
Massachusetts
– -$254K -556 Closed
AGC
1265
Aspen Grove Capital
Colorado
– -$254K -553 Closed
QC
1266
QCM Cayman
Texas
– -$245K -537 Closed
PFG
1267
Peterson Financial Group
Iowa
– -$241K -527 Closed
TCA
1268
Transcend Capital Advisors
New Jersey
– -$234K -513 Closed
FIB
1269
First Interstate Bank
Montana
– -$231K -505 Closed
QT
1270
Quantbot Technologies
New York
– -$229K -501 Closed
RA
1271
Rodgers & Associates
Pennsylvania
– -$215K -470 Closed
EWM
1272
Echo Wealth Management
Minnesota
– -$202K -443 Closed
FAM
1273
Flaharty Asset Management
Florida
– -$127K -278 Closed
PVH
1274
Psagot Value Holdings
Israel
– -$87K -189 Closed
NIC
1275
Northwest Investment Counselors
Oregon
– -$72.4K -159 Closed
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