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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 %
JIC
351
Joel Isaacson & Co
New York
$2.24M +$477K +1,077 +27%
FCBT
352
First Citizens Bank & Trust
North Carolina
$2.21M -$127K -287 -5%
DT
353
Diversified Trust
Tennessee
$2.21M – – –
CAG
354
Csenge Advisory Group
Florida
$2.2M +$79.3K +179 +4%
GHAM
355
Gilman Hill Asset Management
Connecticut
$2.2M -$8.86K -20 -0.4%
ST
356
Spinnaker Trust
Maine
$2.18M -$1.77K -4 -0.1%
TVWM
357
Tower View Wealth Management
Wisconsin
$2.17M +$63.8K +144 +3%
EIA
358
Eldridge Investment Advisors
New Hampshire
$2.16M -$39.9K -90 -2%
CWM
359
Connecticut Wealth Management
Connecticut
$2.15M -$141K -318 -6%
AMG
360
Asset Management Group
Connecticut
$2.15M +$8.41K +19 +0.4%
WPA
361
West Paces Advisors
Georgia
$2.12M – – –
JFG
362
JMG Financial Group
Illinois
$2.11M -$122K -275 -5%
NEPWA
363
New England Private Wealth Advisors
Massachusetts
$2.09M +$135K +305 +7%
WP
364
WealthSpring Partners
California
$2.09M -$151K -340 -7%
GCA
365
Guardian Capital Advisors
Ontario, Canada
$2.08M -$1.37M -2,925 -40%
Qube Research & Technologies (QRT)
366
Qube Research & Technologies (QRT)
United Kingdom
$2.08M -$1.93M -4,370 -48%
CC
367
Courier Capital
New York
$2.07M – – –
SFMG
368
Sage Financial Management Group
Virginia
$2.06M +$421K +951 +26%
AGAM
369
Audent Global Asset Management
California
$2.06M -$772K -1,743 -27%
HIS
370
Harvest Investment Services
Illinois
$2.05M +$823K +1,858 +67%
AIFAIM
371
American Institute for Advanced Investment Management
Arizona
$2.03M -$79.7K -180 -4%
CFB
372
Cullen/Frost Bankers
Texas
$2.03M – – –
BOS
373
Bank of Stockton
California
$2.03M +$1.37M +3,098 +210%
CAGAS
374
Capital Advisory Group Advisory Services
Minnesota
$2.02M -$6.64K -15 -0.3%
PAM
375
Private Asset Management
California
$2.01M -$61.1K -138 -3%
13 14
15
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