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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$986M 2,150,267 +149,577 +7%
Wells Fargo
2
Wells Fargo
California
$703M 1,533,965 -73,481 -5%
Morgan Stanley
3
Morgan Stanley
New York
$582M 1,269,962 +129,058 +11%
Northern Trust
4
Northern Trust
Illinois
$543M 1,184,758 -15,600 -1%
US Bancorp
5
US Bancorp
Minnesota
$509M 1,110,012 -5,854 -0.5%
V
6
Veritable
Delaware
$445M 971,224 -2,691 -0.3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$381M 831,133 -7,640 -0.9%
UBS Group
8
UBS Group
Switzerland
$315M 686,929 +92,213 +16%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$228M 498,090 -12,925 -3%
Goldman Sachs
10
Goldman Sachs
New York
$212M 462,906 -91,777 -17%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$212M 462,392 +16,726 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$208M 453,829 +62,181 +16%
Creative Planning
13
Creative Planning
Kansas
$194M 423,544 -13,606 -3%
RJA
14
Raymond James & Associates
Florida
$162M 352,384 -53,882 -13%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$130M 283,398 +151,772 +115%
AT
16
Arvest Trust
Oklahoma
$128M 279,929 -8,667 -3%
CCA
17
Conservest Capital Advisors
Pennsylvania
$115M 250,288 +4,116 +2%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$113M 246,716 -2,110 -0.8%
Corient Private Wealth
19
Corient Private Wealth
Florida
$112M 244,614 +114,527 +88%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$95.1M 207,545 -80,037 -28%
MCM
21
MAI Capital Management
Ohio
$94.2M 205,431 -738 -0.4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$86.3M 188,227 -12,918 -6%
Citadel Advisors
23
Citadel Advisors
Florida
$82.9M 180,833 +91,113 +102%
WF
24
Welch & Forbes
Massachusetts
$73.3M 159,821 +1,449 +0.9%
WT
25
Whittier Trust
California
$70.1M 152,873 -14,405 -9%
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