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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 %
RCS
626
Retirement Capital Strategies
California
$665K -$2.66K -6 -0.4%
IFWM
627
Institute for Wealth Management
Colorado
$664K +$9.3K +21 +1%
IA
628
IFP Advisors
Florida
$663K +$1.64K +9 +0.2%
VA
629
Valmark Advisers
Ohio
$661K +$96.1K +217 +17%
CST
630
Charles Schwab Trust
Nevada
$661K – – –
OWM
631
Orgel Wealth Management
Wisconsin
$658K -$63.3K -143 -9%
GAG
632
GM Advisory Group
New York
$655K +$443 +1 +0.1%
QCG
633
Quadrant Capital Group
Ohio
$650K – – –
CIAS
634
Capital Investment Advisory Services
North Carolina
$648K +$648K +1,463 New
EW
635
Evoke Wealth
California
$645K +$134K +301 +26%
ONST
636
Old North State Trust
North Carolina
$643K -$7.53K -17 -1%
PFA
637
Pettinga Financial Advisors
Indiana
$638K -$77.5K -175 -11%
FHC
638
First Heartland Consultants
Missouri
$637K -$489K -1,104 -43%
MCC
639
Money Concepts Capital
Florida
$628K +$483K +1,091 +334%
MIG
640
McGuire Investment Group
Rhode Island
$627K – – –
BCA
641
Bay Colony Advisors
Massachusetts
$625K -$12.4K -28 -2%
GC
642
Grimes & Company
Massachusetts
$625K – – –
PNC
643
Park National Corp
Ohio
$624K -$11.1K -25 -2%
Group One Trading
644
Group One Trading
Illinois
$622K -$650K -1,467 -51%
SC
645
Scotia Capital
Ontario, Canada
$620K -$118K -267 -16%
LG
646
LAM Group
Oregon
$620K +$620K +1,400 New
SW
647
SteelPeak Wealth
California
$619K +$48.4K +109 +8%
LCM
648
Leisure Capital Management
California
$618K – – –
GJIC
649
Gamble Jones Investment Counsel
California
$615K – – –
SFA
650
Sequoia Financial Advisors
Ohio
$614K +$30.1K +68 +5%
24 25
26
27 28