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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 %
Lido Advisors
126
Lido Advisors
California
$12.1M +$8.71M +18,999 +255%
PFS
127
Prospera Financial Services
Texas
$12M +$11.2M +24,490 +1,437%
TPW
128
Tiller Private Wealth
Pennsylvania
$11.3M +$5.96K +13 +0.1%
MA
129
MCF Advisors
Kentucky
$11.2M -$101K -220 -0.9%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$11M -$1.01M -2,211 -8%
FFBTD
131
First Financial Bank - Trust Division
Ohio
$10.9M -$75.6K -165 -0.7%
SPIA
132
Steward Partners Investment Advisory
New York
$10.9M +$494K +1,078 +5%
YCM
133
Yousif Capital Management
Michigan
$10.7M -$10.9M -23,740 -50%
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$10.7M +$10.7M +23,389 New
ECM
135
Exchange Capital Management
Michigan
$10.7M -$54.1K -118 -0.5%
CCB
136
Country Club Bank
Missouri
$10.6M -$879K -1,952 -8%
CBT
137
Central Bank & Trust
Kentucky
$10.1M +$156K +340 +2%
AM
138
AGF Management
Ontario, Canada
$9.99M -$242K -528 -2%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$9.88M +$386K +841 +4%
BBHC
140
Brown Brothers Harriman & Co
New York
$9.8M -$72K -157 -0.7%
BFO
141
Boston Family Office
Massachusetts
$9.76M -$182K -398 -2%
LCM
142
Linker Capital Management
Kentucky
$9.76M – – –
SW
143
SlateStone Wealth
Florida
$9.71M – – –
BWA
144
Bordeaux Wealth Advisors
California
$9.7M – – –
GT
145
Glenmede Trust
Pennsylvania
$9.59M -$2.42M -5,288 -20%
DBIA
146
Dumont & Blake Investment Advisors
New Jersey
$9.49M -$44.5K -97 -0.5%
EWM
147
Evercore Wealth Management
New York
$9.47M -$34.4K -75 -0.4%
ONB
148
Old National Bancorp
Indiana
$9.36M -$306K -667 -3%
CAM
149
Cresset Asset Management
Illinois
$9.24M +$217K +472 +2%
JA
150
JVL Associates
Michigan
$9.23M +$87.6K +191 +1%
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