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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,119 hedge funds and large institutions have $13.6B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 291 increasing their positions, 346 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+102
Holders Change %
+10.03%
% of All Funds
17.28%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
1.11%
New
178
Increased
291
Reduced
346
Closed
59
Calls
$144M
Puts
$321M
Net Calls
-$178M
Net Calls Change
+$1.24B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$264M
2
CM
Churchill Management
California
+$241M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$234M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$153M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$133M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$141M
2
Citigroup
Citigroup
New York
-$98.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$82.9M
4
Bessemer Group
Bessemer Group
New Jersey
-$81.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
551
Neumann Capital Management
California
$906K – – –
CWC
552
Carolinas Wealth Consulting
North Carolina
$905K -$11.4K -22 -1%
DSC
553
Duncker Streett & Co
Missouri
$903K +$1.04K +2 +0.1%
EAM
554
Evanson Asset Management
California
$903K +$2.07K +4 +0.2%
ACM
555
Advisors Capital Management
New Jersey
$894K +$216K +418 +32%
CWM
556
Cornerstone Wealth Management
Missouri
$893K -$38.4K -74 -4%
TDC
557
Thompson Davis & Co
Virginia
$891K +$891K +1,721 New
NCM
558
NCM Capital Management
New Jersey
$890K +$890K +1,719 New
CBN
559
Cadence Bank NA
Texas
$889K – – –
GCM
560
Gator Capital Management
Florida
$879K +$879K +1,697 New
TVAMP
561
Tennessee Valley Asset Management Partners
Tennessee
$878K -$17.6K -34 -2%
LPT
562
Legacy Private Trust
Wisconsin
$878K – – –
LA
563
Lynch & Associates
Indiana
$875K – – –
CWM
564
Congress Wealth Management
Massachusetts
$870K +$870K +1,680 New
MIC
565
Means Investment Company
Maine
$867K +$101K +196 +13%
HFP
566
Holistic Financial Partners
Indiana
$864K – – –
BWP
567
Baldwin Wealth Partners
Massachusetts
$859K +$18.1K +35 +2%
GLA
568
Great Lakes Advisors
Illinois
$858K +$28.5K +55 +3%
IFWM
569
Institute for Wealth Management
Colorado
$856K +$106K +204 +14%
AP
570
Adero Partners
California
$846K – – –
TI
571
Truepoint Inc
Ohio
$845K +$8.29K +16 +1%
WS
572
Wedbush Securities
California
$842K +$1.04K +2 +0.1%
HWM
573
Hohimer Wealth Management
Washington
$837K – – –
OWM
574
Orgel Wealth Management
Wisconsin
$836K -$4.14K -8 -0.5%
OAM
575
Oppenheimer Asset Management
New York
$833K +$833K +1,610 New
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