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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,141 hedge funds and large institutions have $11.3B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 312 increasing their positions, 358 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+96
Holders Change %
+9.19%
% of All Funds
18.41%
Holding in Top 10
77
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.93%
% of All Funds
1.24%
New
154
Increased
312
Reduced
358
Closed
38
Calls
$618M
Puts
$466M
Net Calls
+$152M
Net Calls Change
-$38.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$197M
2
CCA
Conservest Capital Advisors
Pennsylvania
$109M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
4
Bessemer Group
Bessemer Group
New Jersey
$75.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$173M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58.3M
2
BC
Brookfield Corp
Ontario, Canada
$22.8M
3
Victory Capital Management
Victory Capital Management
Texas
$2.3M
4
Squarepoint
Squarepoint
New York
$0
5
Verition Fund Management
Verition Fund Management
Connecticut
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
276
Barrett & Company
Rhode Island
$3.6M – – –
CGH
277
CMG Global Holdings
Texas
$3.59M +$35.9K +81 +1%
RMDI
278
R.M. Davis Inc
Maine
$3.56M -$3.99K -9 -0.1%
RIG
279
Renaissance Investment Group
Massachusetts
$3.53M -$51.8K -117 -1%
HFRG
280
Houlihan Financial Resource Group
Virginia
$3.53M – – –
SBH
281
Segall Bryant & Hamill
Illinois
$3.48M +$1.33K +3 +0%
CFO
282
Callan Family Office
Pennsylvania
$3.47M +$3.47M +7,837 New
BRWA
283
B. Riley Wealth Advisors
Florida
$3.47M +$422K +950 +14%
PFO
284
Pathstone Family Office
New Jersey
$3.45M -$1.8K -2 -0.1%
CIC
285
Chilton Investment Company
Connecticut
$3.44M – – –
HCMT
286
Highland Capital Management (Tennessee)
Tennessee
$3.42M – – –
WAP
287
Wealthcare Advisory Partners
Pennsylvania
$3.41M +$94.8K +214 +3%
MMHP
288
Murphy Middleton Hinkle & Parker
Georgia
$3.41M -$504K -1,139 -13%
SYBT
289
Stock Yards Bank & Trust
Kentucky
$3.36M -$23.5K -53 -0.7%
KeyBank National Association
290
KeyBank National Association
Ohio
$3.34M -$204K -461 -6%
WIC
291
Whitegate Investment Counselors
New Hampshire
$3.33M – – –
JWCA
292
J.W. Cole Advisors
Florida
$3.32M +$1.61M +3,633 +94%
Lido Advisors
293
Lido Advisors
California
$3.29M +$198K +448 +6%
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$3.27M -$52.7K -119 -2%
GAM
295
Gould Asset Management
California
$3.25M +$50.9K +115 +2%
SC
296
Steph & Co
Wisconsin
$3.17M -$137K -310 -4%
Parallax Volatility Advisers
297
Parallax Volatility Advisers
California
$3.17M +$2.55M +5,761 +414%
ATPW
298
Ashton Thomas Private Wealth
Arizona
$3.15M +$87.7K +198 +3%
TT
299
TI-Trust
Illinois
$3.14M +$125K +282 +4%
BRG
300
Bay Rivers Group
Virginia
$3.13M -$2.66K -6 -0.1%
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