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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 %
LC
576
LCNB Corp
Ohio
$808K -$11.1K -25 -1%
AMCA
577
Arthur M. Cohen & Associates
Illinois
$803K +$885 +2 +0.1%
FZCM
578
Flynn Zito Capital Management
New York
$803K -$7.09K -16 -0.9%
BFG
579
Bleakley Financial Group
New Jersey
$802K +$802K +1,812 New
LSIA
580
LaSalle St. Investment Advisors
Illinois
$798K +$798K +1,803 New
HCM
581
Howland Capital Management
Massachusetts
$797K +$116K +260 +17%
ZB
582
Zions Bancorporation
Utah
$796K – – –
PCM
583
Parsons Capital Management
Rhode Island
$794K – – –
SWA
584
Stratos Wealth Advisors
Ohio
$786K +$786K +1,776 New
EAM
585
Evanson Asset Management
California
$782K +$3.1K +7 +0.4%
DIA
586
Dana Investment Advisors
Wisconsin
$782K +$886 +2 +0.1%
BSA
587
Braun Stacey Associates
New York
$782K +$1.77K +4 +0.2%
CWC
588
Carolinas Wealth Consulting
North Carolina
$776K – – –
PFT
589
Providence First Trust
Arizona
$774K -$13.3K -30 -2%
JAG
590
Journey Advisory Group
Kentucky
$774K +$58.9K +133 +8%
WPIC
591
White Pine Investment Company
Michigan
$771K +$168K +379 +28%
DADC
592
D.A. Davidson & Co
Montana
$769K -$15.9K -36 -2%
FC
593
Fulcrum Capital
Washington
$760K -$7.42M -16,748 -91%
PFS
594
Prospera Financial Services
Texas
$755K -$286K -646 -27%
AWA
595
Arkadios Wealth Advisors
Georgia
$748K +$53.6K +121 +8%
HFP
596
Holistic Financial Partners
Indiana
$745K +$2.66K +6 +0.4%
STA
597
Summit Trail Advisors
New York
$743K -$99.5K -223 -12%
LPT
598
Legacy Private Trust
Wisconsin
$738K – – –
Walleye Trading
599
Walleye Trading
New York
$733K -$704K -1,590 -49%
SAM
600
Sawgrass Asset Management
Florida
$733K -$15.5K -35 -2%
22 23
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