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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
+$138M
2
CCA
Conservest Capital Advisors
Pennsylvania
+$109M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$82.2M
4
Bessemer Group
Bessemer Group
New Jersey
+$51.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$50.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$49.1M
2
BC
Brookfield Corp
Ontario, Canada
-$28.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$25M
4
Squarepoint
Squarepoint
New York
-$20.7M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
301
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.07M -$52.1K -109 -2%
AIA
302
Avalon Investment & Advisory
Texas
$3.07M -$31.9K -72 -1%
VC
303
Veracity Capital
Georgia
$3.06M – – –
GEA
304
Glen Eagle Advisors
New Jersey
$3.05M -$17.3K -39 -0.6%
OIA
305
OneDigital Investment Advisors
Kansas
$3.04M +$711K +1,606 +31%
VAS
306
Vestmark Advisory Solutions
Massachusetts
$3.03M +$3.03M +6,847 New
B
307
Bailard
California
$3M -$32.8K -74 -1%
Wolverine Trading
308
Wolverine Trading
Illinois
$2.98M +$2.53M +5,719 +565%
RVPG
309
Relative Value Partners Group
$2.97M -$44.3K -100 -1%
SWP
310
Summit Wealth Partners
Florida
$2.96M -$7.53K -17 -0.3%
BP
311
Ballentine Partners
Massachusetts
$2.96M -$37.6K -85 -1%
GA
312
GFS Advisors
Texas
$2.92M -$607K -1,370 -17%
MWM
313
Meridian Wealth Management
Kentucky
$2.86M -$187K -423 -6%
BA
314
Bristlecone Advisors
Washington
$2.8M -$67.3K -152 -2%
KFGK
315
Keystone Financial Group (Kentucky)
Kentucky
$2.79M – – –
SC
316
Sepio Capital
Utah
$2.79M – – –
SAM
317
Silvercrest Asset Management
New York
$2.79M -$247K -557 -8%
AWM
318
Apollon Wealth Management
South Carolina
$2.77M -$25.7K -58 -0.9%
SJIM
319
St. Johns Investment Management
Florida
$2.76M -$40.7K -92 -1%
NAMP
320
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.75M – – –
CAM
321
Cresset Asset Management
Illinois
$2.74M +$70.2K +503 +3%
IA
322
IFG Advisory
Georgia
$2.74M -$14.1M -31,789 -84%
EH
323
Equitable Holdings
New York
$2.72M -$705K -1,593 -21%
LFG
324
Larson Financial Group
Missouri
$2.71M +$2.51M +5,659 +1,225%
IWA
325
Intercontinental Wealth Advisors
Texas
$2.7M -$6.64K -15 -0.2%
11 12
13
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