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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,045 hedge funds and large institutions have $9.54B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 283 increasing their positions, 339 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+11
Holders Change %
+1.06%
% of All Funds
18.07%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.16%
New
85
Increased
283
Reduced
339
Closed
61
Calls
$575M
Puts
$384M
Net Calls
+$191M
Net Calls Change
-$57.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97.4M
2
BC
Brookfield Corp
Ontario, Canada
$46.8M
3
Morgan Stanley
Morgan Stanley
New York
$423M
4
Citadel Advisors
Citadel Advisors
Florida
$21.9M
5
CA
Crewe Advisors
Utah
$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$216M
2
CCA
Conservest Capital Advisors
Pennsylvania
$96.6M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$72.3M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$70.9M
5
Wells Fargo
Wells Fargo
California
$629M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
301
Meridian Wealth Management
Kentucky
$2.76M -$1.16M -2,876 -30%
CHJWM
302
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.76M +$10.1K +24 +0.4%
BRWA
303
B. Riley Wealth Advisors
Florida
$2.76M +$1.72M +4,275 +166%
B
304
Bailard
California
$2.75M -$328K -817 -11%
SAM
305
Silvercrest Asset Management
New York
$2.75M +$803 +2 +0%
TT
306
TI-Trust
Illinois
$2.73M +$115K +287 +4%
RVPG
307
Relative Value Partners Group
$2.73M +$2.73M +6,801 New
BP
308
Ballentine Partners
Massachusetts
$2.72M – – –
SWP
309
Summit Wealth Partners
Florida
$2.69M -$12K -30 -0.4%
HCM
310
Highview Capital Management
Illinois
$2.63M +$49.8K +124 +2%
BA
311
Bristlecone Advisors
Washington
$2.6M – – –
TC
312
TownSquare Capital
Utah
$2.58M +$2.36M +5,876 +1,064%
AGAM
313
Audent Global Asset Management
California
$2.57M -$1.42M -3,524 -36%
SIC
314
Shoker Investment Counsel
Ohio
$2.56M +$182K +454 +8%
SJIM
315
St. Johns Investment Management
Florida
$2.54M -$68.3K -170 -3%
AWM
316
Apollon Wealth Management
South Carolina
$2.53M -$88.8K -221 -3%
KFGK
317
Keystone Financial Group (Kentucky)
Kentucky
$2.53M – – –
SC
318
Sepio Capital
Utah
$2.53M – – –
DI
319
Disciplined Investments
Oklahoma
$2.5M +$1.21K +3 +0%
NAMP
320
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.5M – – –
GL
321
Graypoint LLC
New York
$2.49M +$1.33M +3,309 +115%
IWA
322
Intercontinental Wealth Advisors
Texas
$2.46M – – –
PAM
323
Pegasus Asset Management
New York
$2.42M -$28.1K -70 -1%
CRIG
324
Charter Research & Investment Group
Connecticut
$2.42M -$72.3K -180 -3%
NGA
325
Naples Global Advisors
Florida
$2.36M -$80.7K -200 -3%
11 12
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