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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,034 hedge funds and large institutions have $9.9B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 360 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-59
Holders Change %
-5.4%
% of All Funds
17.48%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
1.05%
New
71
Increased
282
Reduced
360
Closed
111
Calls
$496M
Puts
$248M
Net Calls
+$248M
Net Calls Change
+$19.4M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$128M
2
Goldman Sachs
Goldman Sachs
New York
+$121M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$69M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Truist Financial
Truist Financial
North Carolina
+$18M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$98.1M
2
Bank of America
Bank of America
North Carolina
-$81.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$78M
4
Morgan Stanley
Morgan Stanley
New York
-$61.6M
5
UBS Group
UBS Group
Switzerland
-$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
401
Investment Advisory Group
Massachusetts
$1.52M – – –
NL
402
NWAM LLC
Washington
$1.52M -$63.8K -154 -4%
MCM
403
Maryland Capital Management
Maryland
$1.52M – – –
TIA
404
Tiemann Investment Advisors
California
$1.51M -$44.2K -107 -3%
PWM
405
Perigon Wealth Management
California
$1.5M +$147K +355 +11%
KWM
406
Kingsview Wealth Management
Oregon
$1.46M +$612K +1,481 +72%
MF
407
Meridian Financial
Massachusetts
$1.45M -$12.4K -30 -0.8%
MIC
408
Meridian Investment Counsel
California
$1.45M +$1.24K +3 +0.1%
LC
409
Lindbrook Capital
California
$1.44M -$12.4K -30 -0.9%
WCM
410
WealthBridge Capital Management
Ohio
$1.44M – – –
FCH
411
Freestone Capital Holdings
Washington
$1.43M +$138K +333 +11%
SWA
412
SOA Wealth Advisors
New York
$1.43M -$39.7K -96 -3%
PCP
413
Proficio Capital Partners
Massachusetts
$1.41M – – –
CFC
414
Coyle Financial Counsel
Illinois
$1.41M -$1.65K -4 -0.1%
PCMC
415
Paragon Capital Management (Colorado)
Colorado
$1.41M -$43K -104 -3%
MCWS
416
McKinley Carter Wealth Services
West Virginia
$1.4M – – –
OFG
417
Oxford Financial Group
Indiana
$1.4M – – –
CPA
418
Capital Planning Advisors
California
$1.4M – – –
PSIWM
419
Paradigm Strategies in Wealth Management
Minnesota
$1.39M +$413 +1 +0%
PA
420
PFG Advisors
Arizona
$1.38M -$40.1K -97 -3%
DT
421
Diversified Trust
Tennessee
$1.37M +$874K +2,113 +175%
WC
422
Woodstock Corp
Massachusetts
$1.37M +$34.7K +84 +3%
SWP
423
Stratos Wealth Partners
Ohio
$1.32M – – –
LMKC
424
L.M. Kohn & Company
Ohio
$1.32M -$4.14K -10 -0.3%
CG
425
Colony Group
Massachusetts
$1.32M -$28.5K -69 -2%
15 16
17
18 19