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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,152 hedge funds and large institutions have $12.5B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 400 reducing their positions, and 45 closing their positions.

Holders
1,152
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
18.37%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.99%
New
65
Increased
296
Reduced
400
Closed
45
Calls
$994M
Puts
$477M
Net Calls
+$518M
Net Calls Change
+$126M

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$1.22B
2
PFO
2
Pathstone Family Office
New Jersey
$440M
3
Goldman Sachs
3
Goldman Sachs
New York
$244M
4
Bank of America
4
Bank of America
North Carolina
$1.03B
5
Squarepoint
5
Squarepoint
New York
$96.3M

Top Sellers

1
V
1
Veritable
Delaware
$0
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$3.42M
3
Barclays
3
Barclays
United Kingdom
$35.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$577M
5
BlackRock
5
BlackRock
New York
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GBWM
1
Granite Bay Wealth Management
New Hampshire
$1.22B 2,536,853 +2,497,603 +6,363%
Bank of America
2
Bank of America
North Carolina
$1.03B 2,253,068 +162,810 +8%
Wells Fargo
3
Wells Fargo
California
$664M 1,454,732 -6,617 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$577M 1,262,498 -78,172 -6%
Northern Trust
5
Northern Trust
Illinois
$527M 1,154,175 -11,538 -1%
US Bancorp
6
US Bancorp
Minnesota
$499M 1,092,736 -3,290 -0.3%
PFO
7
Pathstone Family Office
New Jersey
$440M 963,113 +961,212 +50,563%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$362M 791,908 -12,976 -2%
UBS Group
9
UBS Group
Switzerland
$275M 601,552 -7,425 -1%
Goldman Sachs
10
Goldman Sachs
New York
$244M 533,298 +179,936 +51%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$231M 492,611 -9,171 -2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$229M 501,826 +23,919 +5%
RJA
13
Raymond James & Associates
Florida
$166M 364,141 +5,141 +1%
Citadel Advisors
14
Citadel Advisors
Florida
$148M 324,897 +57,695 +22%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$146M 318,792 +1,619 +0.5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$125M 273,390 -622 -0.2%
Creative Planning
17
Creative Planning
Kansas
$124M 271,610 -38,351 -12%
AT
18
Arvest Trust
Oklahoma
$123M 268,276 -1,786 -0.7%
CCA
19
Conservest Capital Advisors
Pennsylvania
$116M 254,922 +1,478 +0.6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$116M 253,391 +2,845 +1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$107M 234,032 -66,065 -22%
Squarepoint
22
Squarepoint
New York
$96.3M 210,944 +133,611 +173%
MCM
23
MAI Capital Management
Ohio
$94.6M 207,259 -258 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$85.9M 188,015 -9,072 -5%
Citigroup
25
Citigroup
New York
$84.3M 184,664 +19,990 +12%
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