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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 %
MHWM
201
Montz Harcus Wealth Management
Louisiana
$5.98M -$37.1K -81 -0.6%
PRS
202
Pinkerton Retirement Specialists
Idaho
$5.96M +$5.96M +12,994 New
SCA
203
STALEY CAPITAL ADVISERS
Pennsylvania
$5.85M +$28K +61 +0.5%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$5.78M +$1.74M +3,801 +43%
Franklin Resources
205
Franklin Resources
California
$5.73M +$75.6K +165 +1%
LNC
206
Lincoln National Corp
Pennsylvania
$5.69M +$13.3K +29 +0.2%
Financial Engines Advisors
207
Financial Engines Advisors
California
$5.63M -$596K -1,296 -10%
RWB
208
RMR Wealth Builders
New Jersey
$5.59M -$35.3K -77 -0.6%
AIP
209
Ameritas Investment Partners
Nebraska
$5.52M – – –
FHA
210
First Horizon Advisors
Tennessee
$5.49M -$16.5K -36 -0.3%
RIS
211
Retirement Income Solutions
Michigan
$5.47M -$226K -493 -4%
SHGA
212
Sand Hill Global Advisors
California
$5.45M – – –
ATFA
213
All Terrain Financial Advisors
Minnesota
$5.34M +$39K +85 +0.7%
PWMAG
214
Pinnacle Wealth Management Advisory Group
New Jersey
$5.34M +$57.3K +125 +1%
BF
215
BOK Financial
Oklahoma
$5.27M -$1.65M -3,590 -24%
DPI
216
Diversified Portfolios Inc
Michigan
$5.2M +$415K +906 +9%
PAM
217
Peak Asset Management
Colorado
$5.15M -$59.6K -130 -1%
BWP
218
Balboa Wealth Partners
Arizona
$5.12M +$896K +1,954 +21%
JSW
219
Journey Strategic Wealth
New Jersey
$5.11M – – –
VFPI
220
Vantage Financial Partners (Illinois)
Illinois
$5.11M -$18.3K -40 -0.4%
OC
221
Oppenheimer & Co
New York
$5.07M +$315K +688 +7%
HCMT
222
Highland Capital Management (Tennessee)
Tennessee
$5.06M +$1.52M +3,325 +43%
LI
223
Latigo Investments
Florida
$5.03M – – –
GMA
224
Glassy Mountain Advisors
Maryland
$5.03M +$5.03M +10,962 New
BWFA
225
Baltimore-Washington Financial Advisors
Maryland
$4.93M +$196K +428 +4%
7 8
9
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