MDY icon

SPDR S&P MidCap 400 ETF Trust

1,148 hedge funds and large institutions have $11.8B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 406 reducing their positions, and 50 closing their positions.

Holders
1,148
Holders Change
+16
Holders Change %
+1.41%
% of All Funds
18.11%
Holding in Top 10
70
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.11%
% of All Funds
1.1%
New
71
Increased
282
Reduced
406
Closed
50
Calls
$882M
Puts
$490M
Net Calls
+$391M
Net Calls Change
+$287M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1B 2,090,258 -60,009 -3%
Wells Fargo
2
Wells Fargo
California
$700M 1,461,349 -72,616 -5%
Morgan Stanley
3
Morgan Stanley
New York
$642M 1,340,670 +70,708 +6%
Northern Trust
4
Northern Trust
Illinois
$558M 1,165,713 -19,045 -2%
US Bancorp
5
US Bancorp
Minnesota
$525M 1,096,026 -13,986 -1%
V
6
Veritable
Delaware
$463M 966,257 -4,967 -0.5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$385M 804,884 -26,249 -3%
UBS Group
8
UBS Group
Switzerland
$292M 608,977 -77,952 -11%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$240M 501,782 +3,692 +0.7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$229M 477,907 +15,515 +3%
RJA
11
Raymond James & Associates
Florida
$172M 359,000 +6,616 +2%
Goldman Sachs
12
Goldman Sachs
New York
$169M 353,362 -109,544 -24%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$152M 317,173 +109,628 +53%
Creative Planning
14
Creative Planning
Kansas
$148M 309,961 -113,583 -27%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$144M 300,097 +16,699 +6%
AT
16
Arvest Trust
Oklahoma
$135M 270,062 -9,867 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$131M 274,012 -179,817 -40%
Citadel Advisors
18
Citadel Advisors
Florida
$128M 267,202 +86,369 +48%
CCA
19
Conservest Capital Advisors
Pennsylvania
$121M 253,444 +3,156 +1%
Corient Private Wealth
20
Corient Private Wealth
Florida
$120M 250,546 +5,932 +2%
MCM
21
MAI Capital Management
Ohio
$99.4M 207,517 +2,086 +1%
HFRG
22
Houlihan Financial Resource Group
Virginia
$98.7M 216,500 +208,816 +2,718%
Barclays
23
Barclays
United Kingdom
$97M 202,741 +132,345 +188%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$94.4M 197,087 +8,860 +5%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$93.6M 195,525 -51,191 -21%