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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,119 hedge funds and large institutions have $13.6B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 291 increasing their positions, 346 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+102
Holders Change %
+10.03%
% of All Funds
17.28%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
1.11%
New
178
Increased
291
Reduced
346
Closed
59
Calls
$144M
Puts
$321M
Net Calls
-$178M
Net Calls Change
+$1.24B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$548M
2
CM
Churchill Management
California
$241M
3
AllianceBernstein
AllianceBernstein
Tennessee
$300M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$236M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$165M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$392M
2
Citigroup
Citigroup
New York
$158M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$185M
4
Bessemer Group
Bessemer Group
New Jersey
$19.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
426
SOA Wealth Advisors
New York
$1.84M -$26.9K -52 -1%
PCMC
427
Paragon Capital Management (Colorado)
Colorado
$1.83M – – –
SCM
428
Southport Capital Management
Tennessee
$1.83M +$226K +436 +14%
MIC
429
Meridian Investment Counsel
California
$1.82M -$8.8K -17 -0.5%
TVWM
430
Tower View Wealth Management
Wisconsin
$1.82M +$887K +1,714 +96%
WCM
431
WealthBridge Capital Management
Ohio
$1.8M +$10.4K +20 +0.6%
ASN
432
Advisory Services Network
Georgia
$1.8M +$112K +216 +7%
IAG
433
Investment Advisory Group
Massachusetts
$1.8M +$1.8M +3,682 New
OFG
434
Oxford Financial Group
Indiana
$1.8M – – –
PCP
435
Proficio Capital Partners
Massachusetts
$1.77M – – –
MCWS
436
McKinley Carter Wealth Services
West Virginia
$1.76M – – –
CPA
437
Capital Planning Advisors
California
$1.75M – – –
PSIWM
438
Paradigm Strategies in Wealth Management
Minnesota
$1.74M -$8.8K -17 -0.5%
MFG
439
Merit Financial Group
Georgia
$1.72M – – –
FZCM
440
Flynn Zito Capital Management
New York
$1.69M +$1.69M +3,258 New
SWP
441
Stratos Wealth Partners
Ohio
$1.69M +$19.7K +38 +1%
MWM
442
Mattern Wealth Management
Kansas
$1.67M -$7.53M -14,556 -82%
NW
443
NewEdge Wealth
Pennsylvania
$1.66M +$1.66M +3,203 New
BBNA
444
Bremer Bank National Association
Minnesota
$1.64M -$66.8K -129 -4%
CCMG
445
Clark Capital Management Group
Pennsylvania
$1.64M +$1.64M +3,170 New
MC
446
Mathes Company
New York
$1.63M – – –
IA
447
IFP Advisors
Florida
$1.6M -$6.89M -13,275 -81%
UBV
448
United Bank (Virginia)
Virginia
$1.6M – – –
SWA
449
Sax Wealth Advisors
New Jersey
$1.6M – – –
MC
450
Middleton & Co
Massachusetts
$1.59M -$10.4K -20 -0.6%
16 17
18
19 20