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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
1
JPMorgan Chase & Co
New York
$130M
2
Bank of America
2
Bank of America
North Carolina
$986M
3
Morgan Stanley
3
Morgan Stanley
New York
$582M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$112M
5
UBS Group
5
UBS Group
Switzerland
$315M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$38.5M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
3
Bessemer Group
3
Bessemer Group
New Jersey
$20.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$212M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$7.05M +$52.7K +115 +0.8%
DWM
177
Dakota Wealth Management
Florida
$7.05M -$371K -809 -5%
AWS
178
Atria Wealth Solutions
New York
$6.98M +$191K +416 +3%
PAM
179
Palisade Asset Management
Minnesota
$6.9M -$73.3K -160 -1%
HCM
180
Howard Capital Management
Georgia
$6.85M -$57.9K -126 -0.8%
AWM
181
AE Wealth Management
Kansas
$6.8M +$374K +816 +6%
MCCA
182
Mill Creek Capital Advisors
Pennsylvania
$6.74M +$1.26M +2,758 +23%
GSC
183
G&S Capital
Colorado
$6.68M -$128K -279 -2%
PCFFS
184
Pacific Center for Financial Services
California
$6.65M +$6.65M +14,505 New
FTA
185
Financial & Tax Architects
Missouri
$6.6M -$263K -574 -4%
Legal & General Group
186
Legal & General Group
United Kingdom
$6.51M – – –
WJWM
187
Williams Jones Wealth Management
New York
$6.48M +$110K +240 +2%
ATWA
188
Arbor Trust Wealth Advisors
Michigan
$6.46M -$12.4K -27 -0.2%
BWAM
189
Boyd Watterson Asset Management
Ohio
$6.39M – – –
KAS
190
Kestra Advisory Services
Texas
$6.38M -$1.46M -3,186 -19%
UL
191
Unionview LLC
Washington
$6.37M +$38K +83 +0.6%
GIM
192
Goelzer Investment Management
Indiana
$6.28M -$62.8K -137 -1%
SAF
193
Smith Anglin Financial
Texas
$6.28M -$1.83K -4 -0%
WANY
194
Wealthspire Advisors (New York)
New York
$6.24M +$1.08M +2,346 +21%
CTA
195
Chesley Taft & Associates
Illinois
$6.2M +$55.5K +121 +0.9%
BB
196
Busey Bank
Illinois
$6.2M – – –
CCM
197
Colorado Capital Management
Colorado
$6.18M -$25.7K -56 -0.4%
PAG
198
Private Advisor Group
New Jersey
$6.13M -$50.4K -110 -0.8%
MWA
199
Meridian Wealth Advisors
Texas
$6.13M -$581K -1,267 -9%
CB
200
Community Bank
New York
$6M -$87.1K -190 -1%
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