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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 %
JPG
426
Jordan Park Group
California
$1.69M – – –
TPW
427
Transatlantique Private Wealth
New York
$1.68M +$906K +2,045 +117%
CWM
428
ClientFirst Wealth Management
Arkansas
$1.68M – – –
LWA
429
Lowe Wealth Advisors
Maryland
$1.65M +$12K +27 +0.7%
FFS
430
Founders Financial Securities
Maryland
$1.65M -$22.6K -51 -1%
HTC
431
Haverford Trust Company
Pennsylvania
$1.64M – – –
QPW
432
Quantum Private Wealth
Florida
$1.64M – – –
IAG
433
Investment Advisory Group
Massachusetts
$1.63M -$1.77K -4 -0.1%
AAS
434
Ameritas Advisory Services
Nebraska
$1.63M +$615K +1,389 +61%
BCG
435
Breakwater Capital Group
New Jersey
$1.62M +$1.62M +3,669 New
RSS
436
Rosenblum Silverman Sutton
California
$1.62M -$72.2K -163 -4%
GL
437
Graypoint LLC
New York
$1.62M -$1.12M -2,537 -41%
HI
438
Horizon Investments
North Carolina
$1.62M -$45.6K -103 -3%
TFGT
439
TS Financial Group (TSFG)
Illinois
$1.61M -$9.74K -22 -0.6%
TIA
440
Tiemann Investment Advisors
California
$1.61M -$2.66K -6 -0.2%
WCM
441
WealthBridge Capital Management
Ohio
$1.6M +$55.3K +125 +4%
NAM
442
NorthCrest Asset Manangement
Minnesota
$1.6M +$1.6M +3,605 New
MIC
443
Meridian Investment Counsel
California
$1.58M +$21.3K +48 +1%
NL
444
NWAM LLC
Washington
$1.58M +$3.54K +8 +0.2%
HSA
445
HBK Sorce Advisory
Pennsylvania
$1.57M +$783K +1,768 +100%
KC
446
Kingfisher Capital
North Carolina
$1.57M +$3.54K +8 +0.2%
LC
447
Lindbrook Capital
California
$1.56M +$13.3K +30 +0.9%
LWM
448
Lionsbridge Wealth Management
Florida
$1.56M +$1.56M +3,523 New
FCH
449
Freestone Capital Holdings
Washington
$1.55M -$61.1K -138 -4%
MF
450
Meridian Financial
Massachusetts
$1.55M – – –
16 17
18
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