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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 %
RWP
401
Revolve Wealth Partners
New Jersey
$1.83M -$2.21K -5 -0.1%
1IA
402
1834 Investment Advisors
Wisconsin
$1.82M – – –
MFG
403
Merit Financial Group
Georgia
$1.82M -$35K -79 -2%
MGIA
404
Moneta Group Investment Advisors
Missouri
$1.81M -$25.1K -52 -1%
FA
405
Flagstar Advisors
New York
$1.81M +$2.22K +5 +0.1%
UB
406
UMB Bank
Missouri
$1.81M – – –
KTA
407
Keeley-Teton Advisors
Illinois
$1.8M -$58K -131 -3%
AI
408
Atria Investments
North Carolina
$1.8M -$2.06M -4,649 -53%
VWM
409
Venturi Wealth Management
Texas
$1.79M +$84.1K +190 +5%
PIM
410
Penobscot Investment Management
Massachusetts
$1.79M – – –
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.78M – – –
NP
412
NorthRock Partners
Minnesota
$1.77M -$257K -581 -13%
BFG
413
Barber Financial Group
Kansas
$1.76M +$277K +625 +19%
CWM
414
Compass Wealth Management
Connecticut
$1.74M +$1.74M +3,922 New
FFN
415
Focus Financial Network
Minnesota
$1.73M -$26.7K -60 -2%
DC
416
Darrow Company
Massachusetts
$1.72M -$29.2K -66 -2%
SFG
417
Sovereign Financial Group
Connecticut
$1.71M -$84.6K -191 -5%
LIM
418
Leavell Investment Management
Alabama
$1.71M -$19.6K -44 -1%
IFS
419
Intelligent Financial Strategies
Minnesota
$1.71M – – –
CG
420
Caprock Group
Idaho
$1.7M -$33.5K -75 -2%
OSNBOA
421
Old Second National Bank of Aurora
Illinois
$1.7M +$1.28M +2,899 +307%
BAM
422
Belpointe Asset Management
Nevada
$1.7M +$694K +1,568 +69%
DFG
423
Delta Financial Group
New Jersey
$1.7M +$1.7M +3,821 New
XF
424
XML Financial
Maryland
$1.69M -$6.2K -14 -0.4%
KLI
425
Kelman-Lazarov Inc
Tennessee
$1.69M -$443 -1 -0%
15 16
17
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