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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
$197M
2
CCA
Conservest Capital Advisors
Pennsylvania
$109M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
4
Bessemer Group
Bessemer Group
New Jersey
$75.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$173M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58.3M
2
BC
Brookfield Corp
Ontario, Canada
$22.8M
3
Victory Capital Management
Victory Capital Management
Texas
$2.3M
4
Squarepoint
Squarepoint
New York
$0
5
Verition Fund Management
Verition Fund Management
Connecticut
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
551
HM Payson & Co
Maine
$904K – – –
TH
552
TCTC Holdings
Texas
$902K – – –
CHAM
553
Clear Harbor Asset Management
Connecticut
$900K – – –
RFM
554
Royal Fund Management
Florida
$886K +$886K +2,000 New
TVAMP
555
Tennessee Valley Asset Management Partners
Tennessee
$885K – – –
MOS
556
MGO One Seven
Ohio
$872K +$39K +88 +5%
MC
557
Moors & Cabot
Massachusetts
$862K -$161K -363 -16%
EFS
558
Essex Financial Services
Connecticut
$862K – – –
BFA
559
Bill Few Associates
Pennsylvania
$862K -$11.1K -25 -1%
LA
560
Lynch & Associates
Indiana
$854K – – –
FMWA
561
Forvis Mazars Wealth Advisors
Missouri
$852K – – –
FRA
562
Frank Rimerman Advisors
California
$848K – – –
JGC
563
J. Goldman & Co
New York
$847K +$847K +1,913 New
OFG
564
Omega Financial Group
California
$846K +$540K +1,219 +176%
MWM
565
Maltin Wealth Management
New Jersey
$845K +$2.66K +6 +0.3%
TF
566
Tompkins Financial
New York
$843K – – –
FFG
567
Frisch Financial Group
New York
$842K +$14.2K +32 +2%
PPW
568
Parcion Private Wealth
Washington
$841K – – –
PWG
569
Private Wealth Group
Florida
$836K – – –
WS
570
Wedbush Securities
California
$835K +$135K +306 +19%
PP
571
Prosperity Planning
Missouri
$834K – – –
BFS
572
Bradley Foster & Sargent
Connecticut
$831K -$13.7K -31 -2%
MKC
573
M. Kraus & Co
Vermont
$825K – – –
SFWA
574
Summit Financial Wealth Advisors
Louisiana
$820K +$886 +2 +0.1%
CB
575
Cadence Bank
Mississippi
$809K – – –
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