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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
17.98%
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 %
CFA
176
Capstone Financial Advisors
Illinois
$8.26M -$15.7K -31 -0.2%
SC
177
Savant Capital
Illinois
$8.24M +$3.11M +6,124 +61%
HCM
178
Howard Capital Management
Georgia
$8.22M +$350K +690 +4%
TIAA Trust, National Association
179
TIAA Trust, National Association
North Carolina
$8.22M -$286K -563 -3%
GA
180
GFS Advisors
Texas
$8.11M +$2.05M +4,050 +34%
WIA
181
World Investment Advisors
California
$8.08M +$8.08M +15,934 New
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$7.94M -$247K -487 -3%
GBT
183
Grove Bank & Trust
Florida
$7.79M -$269K -531 -3%
CS
184
Credit Suisse
Switzerland
$7.75M -$2.76M -5,446 -26%
PAM
185
Palisade Asset Management
Minnesota
$7.53M -$56.8K -112 -0.7%
TC
186
Telemus Capital
Michigan
$7.43M -$3.55K -7 -0%
SGCA
187
Steel Grove Capital Advisors
Tennessee
$7.31M -$2.54M -5,014 -26%
VFPI
188
Vantage Financial Partners (Illinois)
Illinois
$7.3M +$81.2K +160 +1%
Legal & General Group
189
Legal & General Group
United Kingdom
$7.2M – – –
MHWM
190
Montz Harcus Wealth Management
Louisiana
$7.14M -$39.1K -77 -0.5%
RWB
191
RMR Wealth Builders
New Jersey
$7.09M +$558K +1,099 +9%
CP
192
Canopy Partners
Ohio
$7.09M +$7.09M +13,923 New
PCFFS
193
Pacific Center for Financial Services
California
$7.07M -$262K -517 -4%
BWAM
194
Boyd Watterson Asset Management
Ohio
$7.07M – – –
SAF
195
Smith Anglin Financial
Texas
$6.99M – – –
UL
196
Unionview LLC
Washington
$6.97M -$364K -717 -5%
CTA
197
Chesley Taft & Associates
Illinois
$6.96M +$117K +230 +2%
BB
198
Busey Bank
Illinois
$6.94M +$112K +220 +2%
ATWA
199
Arbor Trust Wealth Advisors
Michigan
$6.86M -$3.57K -7 -0.1%
CCM
200
Colorado Capital Management
Colorado
$6.77M -$50.7K -100 -0.7%
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