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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 %
PAM
326
Pegasus Asset Management
New York
$2.66M -$12K -27 -0.4%
CRIG
327
Charter Research & Investment Group
Connecticut
$2.65M -$9.74K -22 -0.4%
NGA
328
Naples Global Advisors
Florida
$2.59M -$6.67K -15 -0.3%
IAS
329
Insigneo Advisory Services
Florida
$2.59M +$2.59M +5,814 New
WPP
330
Whalerock Point Partners
Rhode Island
$2.59M +$90.3K +204 +4%
PFA
331
Pinnacle Family Advisors
Missouri
$2.58M +$1.35M +3,059 +111%
H
332
HoyleCohen
California
$2.57M -$10.2K -23 -0.4%
DI
333
Disciplined Investments
Oklahoma
$2.57M -$186K -419 -7%
RBC
334
Romano Brothers & Co
Illinois
$2.57M -$33.7K -76 -1%
CT
335
Coastline Trust
Rhode Island
$2.56M +$44.3K +100 +2%
SIAP
336
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.54M -$17.7K -40 -0.7%
SF
337
Summit Financial
New Jersey
$2.53M -$12.4K -28 -0.5%
ROTUOC
338
Regents of the University of California
California
$2.48M – – –
MAA
339
Matrix Asset Advisors
New York
$2.48M -$73.9K -167 -3%
SIC
340
Shoker Investment Counsel
Ohio
$2.48M -$349K -789 -12%
NW
341
NewEdge Wealth
Pennsylvania
$2.45M +$2.45M +5,532 New
MIC
342
Means Investment Company
Maine
$2.42M +$1.64M +3,703 +209%
IC
343
IEQ Capital
California
$2.42M +$886 +2 +0%
PTC
344
Private Trust Company
Ohio
$2.42M -$179K -404 -7%
ATC
345
Argent Trust Co
Tennessee
$2.36M – – –
GRP
346
Global Retirement Partners
California
$2.32M +$7.09K +16 +0.3%
BFG
347
Baron Financial Group
New Jersey
$2.32M -$44.3K -100 -2%
Victory Capital Management
348
Victory Capital Management
Texas
$2.3M -$25M -56,504 -92%
FT
349
Fiduciary Trust
Massachusetts
$2.25M -$160K -362 -7%
WAG
350
Winthrop Advisory Group
Massachusetts
$2.24M +$9.37K +21 +0.4%
12 13
14
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