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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.

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
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$485M
3
IMC Chicago
3
IMC Chicago
Illinois
$152M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$251M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$127M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.57B 3,089,880 +1,827,382 +145%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.19B 2,570,040 +33,187 +1%
Bank of America
3
Bank of America
North Carolina
$1.03B 2,022,726 -230,342 -10%
Wells Fargo
4
Wells Fargo
California
$749M 1,476,549 +21,817 +1%
Northern Trust
5
Northern Trust
Illinois
$584M 1,150,703 -3,472 -0.3%
US Bancorp
6
US Bancorp
Minnesota
$549M 1,081,681 -11,055 -1%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$485M 956,484 +956,484 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$397M 781,704 -10,204 -1%
UBS Group
9
UBS Group
Switzerland
$310M 611,939 +10,387 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$264M 520,770 +18,944 +4%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$251M 489,965 -2,646 -0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$251M 493,977 +220,587 +81%
RJA
13
Raymond James & Associates
Florida
$203M 399,875 +35,734 +10%
Goldman Sachs
14
Goldman Sachs
New York
$197M 387,935 -145,363 -27%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$188M 370,797 +136,765 +58%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$177M 349,411 +30,619 +10%
IMC Chicago
17
IMC Chicago
Illinois
$152M 298,993 +298,993 New
AT
18
Arvest Trust
Oklahoma
$133M 262,964 -5,312 -2%
Creative Planning
19
Creative Planning
Kansas
$132M 260,883 -10,727 -4%
Corient Private Wealth
20
Corient Private Wealth
Florida
$130M 257,113 +3,722 +1%
CCA
21
Conservest Capital Advisors
Pennsylvania
$130M 255,232 +310 +0.1%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$127M 249,880 +181,599 +266%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$105M 206,427 +18,412 +10%
MCM
24
MAI Capital Management
Ohio
$103M 202,978 -4,281 -2%
WF
25
Welch & Forbes
Massachusetts
$93.9M 185,128 +22,569 +14%
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