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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 %
HR
476
Howe & Rusling
New York
$984K +$25.2K +61 +3%
BWM
477
Baystate Wealth Management
Massachusetts
$968K -$14.9K -36 -2%
WF
478
Warner Financial
Maryland
$952K +$541K +1,308 +132%
MSAM
479
Moloney Securities Asset Management
Missouri
$950K +$22.7K +55 +2%
9WM
480
9258 Wealth Management
Ohio
$932K -$41.3K -100 -4%
DWT
481
Dorsey & Whitney Trust
South Dakota
$930K – – –
JIC
482
Joel Isaacson & Co
New York
$927K +$136K +328 +17%
CWM
483
Congress Wealth Management
Massachusetts
$906K +$224K +542 +33%
PFG
484
Pacific Financial Group
Washington
$889K -$98.9K -239 -10%
BFA
485
Beacon Financial Advisory
Ohio
$889K +$1.24K +3 +0.1%
RT
486
Rockland Trust
Massachusetts
$884K -$7.03K -17 -0.8%
TPCW
487
TD Private Client Wealth
New York
$884K +$197K +477 +29%
FNBOMD
488
First National Bank of Mount Dora
Florida
$883K -$17.8K -43 -2%
SRC
489
Shufro Rose & Co
New York
$881K – – –
PFT
490
Providence First Trust
Arizona
$873K -$34.3K -83 -4%
ZF
491
Zhang Financial
Michigan
$871K – – –
MC
492
Moors & Cabot
Massachusetts
$865K +$67K +162 +8%
CSIC
493
Clifford Swan Investment Counsel
California
$864K – – –
NCM
494
NCM Capital Management
New Jersey
$863K +$124K +299 +17%
MCM
495
Manchester Capital Management
Vermont
$859K – – –
APA
496
Astoria Portfolio Advisors
New York
$854K +$854K +2,065 New
MIC
497
Means Investment Company
Maine
$851K +$18.6K +45 +2%
TVAMP
498
Tennessee Valley Asset Management Partners
Tennessee
$851K +$126K +304 +17%
GWS
499
Glassman Wealth Services
Virginia
$847K – – –
AIP
500
ARS Investment Partners
New York
$844K -$2.69M -6,507 -76%
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