MDY icon

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 %
BWP
601
Baldwin Wealth Partners
Massachusetts
$732K – – –
AA
602
Alesco Advisors
New York
$730K -$31K -70 -4%
AP
603
Adero Partners
California
$724K – – –
FBFS
604
First Business Financial Services
Wisconsin
$723K -$7.19M -16,237 -91%
TRIA
605
Trail Ridge Investment Advisors
Colorado
$723K -$32.3K -73 -4%
RWA
606
River Wealth Advisors
Pennsylvania
$721K +$100K +226 +16%
GCM
607
Gator Capital Management
Florida
$712K -$39.9K -90 -5%
BFG
608
Berger Financial Group
Minnesota
$710K +$710K +1,604 New
ALWM
609
Andrews Lucia Wealth Management
California
$710K -$48.7K -110 -6%
PA
610
Procyon Advisors
Connecticut
$708K +$4.43K +10 +0.6%
RFA
611
RTD Financial Advisors
Pennsylvania
$705K – – –
BBW
612
Blue Barn Wealth
Utah
$704K -$142K -321 -17%
AMM
613
American Money Management
California
$702K -$2.21K -5 -0.3%
HWM
614
Hohimer Wealth Management
Washington
$700K – – –
AWM
615
Axxcess Wealth Management
California
$696K +$696K +1,572 New
NCM
616
Neumann Capital Management
California
$695K – – –
SCM
617
Sebold Capital Management
Illinois
$693K +$693K +1,565 New
AWA
618
Acorn Wealth Advisors
Michigan
$691K -$1.77K -4 -0.3%
CCWM
619
Cassaday & Co Wealth Management
Virginia
$690K +$690K +1,558 New
VIM
620
Vista Investment Management
Pennsylvania
$686K – – –
V
621
VeraBank
Texas
$684K – – –
ICG
622
InterOcean Capital Group
Tennessee
$677K – – –
IIM
623
InTrack Investment Management
Vermont
$672K -$933K -2,108 -58%
CCM
624
Coldstream Capital Management
Washington
$670K +$670K +1,512 New
BOH
625
Bank of Hawaii
Hawaii
$669K – – –
23 24
25
26 27