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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 %
LC
526
LCNB Corp
Ohio
$769K – – –
PI
527
Putnam Investments
Massachusetts
$756K -$133K -321 -15%
BSA
528
Braun Stacey Associates
New York
$754K -$340K -821 -31%
LA
529
Lynch & Associates
Indiana
$752K +$53.3K +129 +8%
DADC
530
D.A. Davidson & Co
Montana
$748K +$414 +1 +0.1%
AMCA
531
Arthur M. Cohen & Associates
Illinois
$748K +$319K +771 +74%
PCM
532
Parsons Capital Management
Rhode Island
$744K – – –
ZB
533
Zions Bancorporation
Utah
$743K – – –
TRIA
534
Trail Ridge Investment Advisors
Colorado
$737K -$116K -281 -14%
GAG
535
GM Advisory Group
New York
$735K -$144K -349 -16%
CBN
536
Cadence Bank NA
Texas
$730K +$19.8K +48 +3%
DIA
537
Dana Investment Advisors
Wisconsin
$729K +$414 +1 +0.1%
EAM
538
Evanson Asset Management
California
$726K +$2.07K +5 +0.3%
CWC
539
Carolinas Wealth Consulting
North Carolina
$724K – – –
SPWM
540
Schrum Private Wealth Management
Florida
$724K – – –
AA
541
Alesco Advisors
New York
$717K -$8.28K -20 -1%
JAG
542
Journey Advisory Group
Kentucky
$717K +$52.7K +115 +8%
FBFS
543
First Business Financial Services
Wisconsin
$712K -$35.1K -85 -5%
SC
544
Scotia Capital
Ontario, Canada
$711K +$311K +753 +78%
CWM
545
Cornerstone Wealth Management
Missouri
$703K -$2.07K -5 -0.3%
GCM
546
Gator Capital Management
Florida
$702K – – –
SAM
547
Sawgrass Asset Management
Florida
$699K -$2.9K -7 -0.4%
HFP
548
Holistic Financial Partners
Indiana
$692K +$1.66K +4 +0.2%
LPT
549
Legacy Private Trust
Wisconsin
$689K – – –
BWP
550
Baldwin Wealth Partners
Massachusetts
$684K – – –
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