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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 %
EWA
501
EverSource Wealth Advisors
Alabama
$1.19M +$1.1M +2,494 +1,355%
BEC
502
Blue Edge Capital
Virginia
$1.18M +$2.21K +5 +0.2%
TPCW
503
TD Private Client Wealth
New York
$1.17M +$209K +473 +22%
MSAM
504
Moloney Securities Asset Management
Missouri
$1.17M +$22.1K +50 +2%
SWM
505
Spire Wealth Management
Virginia
$1.16M +$270K +609 +30%
BFA
506
Beaumont Financial Advisors
Massachusetts
$1.16M -$11.5K -26 -1%
EE
507
EWG Elevate
California
$1.16M +$199K +449 +21%
CW
508
CIC Wealth
Maryland
$1.14M +$1.14M +2,576 New
WPC
509
White Pine Capital
Minnesota
$1.13M – – –
RFC
510
Regions Financial Corp
Alabama
$1.13M +$10.2K +23 +0.9%
SCM
511
SOL Capital Management
Maryland
$1.12M -$166K -375 -13%
MLL
512
Moody Lynn & Lieberson
Massachusetts
$1.12M – – –
CI
513
CX Institutional
Indiana
$1.09M -$217K -491 -17%
MC
514
Middleton & Co
Massachusetts
$1.09M – – –
SFB
515
STAR Financial Bank
Indiana
$1.09M +$1.09M +2,455 New
NSIM
516
North Star Investment Management
Illinois
$1.08M +$443 +1 +0%
TA
517
TruWealth Advisors
Louisiana
$1.07M +$3.99K +9 +0.4%
SI
518
Stephens Inc
Arkansas
$1.07M +$8.86K +20 +0.8%
CAM
519
Cozad Asset Management
Illinois
$1.06M – – –
HR
520
Howe & Rusling
New York
$1.05M – – –
FWTB
521
First Western Trust Bank
Colorado
$1.05M – – –
BWM
522
Baystate Wealth Management
Massachusetts
$1.04M +$3.99K +9 +0.4%
MBT
523
Montecito Bank & Trust
California
$1.04M -$89K -201 -8%
9WM
524
9258 Wealth Management
Ohio
$1.04M +$40.3K +91 +4%
CWM
525
Congress Wealth Management
Massachusetts
$1.02M +$78.8K +178 +8%
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