MDY icon

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 %
HPC
501
HM Payson & Co
Maine
$844K – – –
TH
502
TCTC Holdings
Texas
$843K – – –
CHAM
503
Clear Harbor Asset Management
Connecticut
$840K – – –
ALWM
504
Andrews Lucia Wealth Management
California
$840K +$491 +1 +0.1%
STA
505
Summit Trail Advisors
New York
$839K -$6.22K -15 -0.7%
CW
506
Connectus Wealth
Ohio
$833K +$833K +2,014 New
CIA
507
Choate Investment Advisors
Massachusetts
$831K -$238K -576 -22%
BFA
508
Bill Few Associates
Pennsylvania
$815K – – –
SFWA
509
Summit Financial Wealth Advisors
Louisiana
$814K +$814K +1,850 New
BBW
510
Blue Barn Wealth
Utah
$812K -$71.5K -173 -8%
PFO
511
Pathstone Family Office
New Jersey
$811K +$612K +1,480 +307%
FRA
512
Frank Rimerman Advisors
California
$806K – – –
WSFS
513
Wilmington Savings Fund Society
Delaware
$805K – – –
SHFP
514
Second Half Financial Partners
Florida
$801K – – –
FMWA
515
Forvis Mazars Wealth Advisors
Missouri
$795K +$564K +1,366 +245%
PP
516
Prosperity Planning
Missouri
$789K – – –
BFS
517
Bradley Foster & Sargent
Connecticut
$789K +$29.4K +71 +4%
CIBC World Market
518
CIBC World Market
Ontario, Canada
$788K -$54.2K -131 -6%
TF
519
Tompkins Financial
New York
$787K +$16.5K +40 +2%
MWM
520
Maltin Wealth Management
New Jersey
$785K +$1.65K +4 +0.2%
MOS
521
MGO One Seven
Ohio
$783K -$26.1K -63 -3%
PWG
522
Private Wealth Group
Florida
$780K – – –
MKC
523
M. Kraus & Co
Vermont
$771K -$3.72K -9 -0.5%
FFG
524
Frisch Financial Group
New York
$771K +$1.66K +4 +0.2%
OMC
525
Overbrook Management Corp
New York
$769K – – –
19 20
21
22 23