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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 %
SWA
451
SOA Wealth Advisors
New York
$1.53M +$1.33K +3 +0.1%
SPC
452
Sigma Planning Corp
Michigan
$1.53M +$604K +1,363 +65%
KWM
453
Kingsview Wealth Management
Oregon
$1.51M -$2.21K -5 -0.1%
PCP
454
Proficio Capital Partners
Massachusetts
$1.51M – – –
WC
455
Woodstock Corp
Massachusetts
$1.51M +$79.7K +180 +6%
PCMC
456
Paragon Capital Management (Colorado)
Colorado
$1.51M – – –
SWP
457
Stratos Wealth Partners
Ohio
$1.5M +$16.4K +37 +1%
NAG
458
Northstar Advisory Group
New Jersey
$1.5M +$1.5M +3,387 New
OFG
459
Oxford Financial Group
Indiana
$1.5M – – –
CPA
460
Capital Planning Advisors
California
$1.49M – – –
MCWS
461
McKinley Carter Wealth Services
West Virginia
$1.49M – – –
ASN
462
Advisory Services Network
Georgia
$1.49M +$252K +570 +20%
CFC
463
Coyle Financial Counsel
Illinois
$1.48M -$10.2K -23 -0.7%
PSIWM
464
Paradigm Strategies in Wealth Management
Minnesota
$1.47M -$20.8K -47 -1%
Simplex Trading
465
Simplex Trading
Illinois
$1.43M -$4.08M -9,224 -74%
WB
466
WesBanco Bank
West Virginia
$1.43M +$82.4K +186 +6%
CA
467
Claro Advisors
Massachusetts
$1.41M +$855K +1,931 +153%
MC
468
Mathes Company
New York
$1.4M – – –
WAS
469
Wealth Advisory Solutions
Indiana
$1.38M – – –
UBV
470
United Bank (Virginia)
Virginia
$1.37M – – –
AL
471
Aspiriant LLC
California
$1.36M -$1.33K -3 -0.1%
CWP
472
Cyndeo Wealth Partners
Florida
$1.36M +$1.36M +3,071 New
BBNA
473
Bremer Bank National Association
Minnesota
$1.36M -$29.2K -66 -2%
BBWP
474
Beacon Bridge Wealth Partners
Pennsylvania
$1.35M +$1.35M +3,058 New
APP
475
Avantax Planning Partners
Iowa
$1.35M -$421K -951 -24%
17 18
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