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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 %
MCCA
201
Mill Creek Capital Advisors
Pennsylvania
$6.72M +$8.12K +16 +0.1%
PAG
202
Private Advisor Group
New Jersey
$6.66M -$49.2K -97 -0.7%
MWA
203
Meridian Wealth Advisors
Texas
$6.59M -$360K -709 -5%
DWM
204
Dakota Wealth Management
Florida
$6.54M -$987K -1,945 -13%
WJWM
205
Williams Jones Wealth Management
New York
$6.5M -$170K -335 -3%
GIM
206
Goelzer Investment Management
Indiana
$6.45M -$117K -230 -2%
WANY
207
Wealthspire Advisors (New York)
New York
$6.38M -$76.6K -151 -1%
VFG
208
Victory Financial Group
Texas
$6.36M +$6.36M +12,543 New
RhumbLine Advisers
209
RhumbLine Advisers
Massachusetts
$6.34M +$3.2M +6,300 +102%
CB
210
Community Bank
New York
$6.31M -$86.8K -171 -1%
CAG
211
Csenge Advisory Group
Florida
$6.23M +$163K +321 +3%
SCA
212
STALEY CAPITAL ADVISERS
Pennsylvania
$6.22M -$53.3K -105 -0.8%
PP
213
Pegasus Partners
Wisconsin
$6.18M -$1.74M -3,432 -22%
Franklin Resources
214
Franklin Resources
California
$6.16M -$86.3K -170 -1%
SHGA
215
Sand Hill Global Advisors
California
$6.03M -$6.09K -12 -0.1%
YCM
216
Yousif Capital Management
Michigan
$5.97M -$2.78M -5,480 -32%
ATC
217
Adirondack Trust Company
New York
$5.88M +$194K +368 +3%
SA
218
Scarborough Advisors
Maryland
$5.86M +$266K +524 +5%
MPCA
219
Madison Park Capital Advisors
Washington
$5.84M +$5.84M +11,507 New
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$5.81M -$12.2K -24 -0.2%
RIS
221
Retirement Income Solutions
Michigan
$5.79M -$122K -241 -2%
LNC
222
Lincoln National Corp
Pennsylvania
$5.77M +$45.2K +89 +0.8%
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$5.73M +$5.73M +11,286 New
JSW
224
Journey Strategic Wealth
New Jersey
$5.66M – – –
HCMT
225
Highland Capital Management (Tennessee)
Tennessee
$5.62M – – –
7 8
9
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