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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 %
GL
651
Graypoint LLC
New York
$612K -$6.21K -12 -1%
JFA
652
JNBA Financial Advisors
Minnesota
$608K – – –
GSWM
653
Golden State Wealth Management
California
$608K – – –
SPP
654
Single Point Partners
Massachusetts
$604K – – –
NDSI
655
Newman Dignan & Sheerar Inc
Rhode Island
$604K +$9.83K +19 +2%
SW
656
SteelPeak Wealth
California
$604K +$60.6K +117 +11%
KCM
657
Kanawha Capital Management
Virginia
$603K – – –
EWA
658
Encompass Wealth Advisors
Oregon
$601K – – –
EW
659
Evoke Wealth
California
$597K +$520 +1 +0.1%
SFS
660
Security Financial Services
Indiana
$597K +$597K +1,154 New
LRIC
661
Long Road Investment Counsel
Michigan
$593K – – –
EWM
662
Empirical Wealth Management
Washington
$588K +$25.9K +50 +5%
PSF
663
Pacific Sun Financial
California
$585K – – –
FA
664
Fagan Associates
New York
$578K – – –
BFS
665
Bickling Financial Services
Massachusetts
$576K +$1.04K +2 +0.2%
TAM
666
Trillium Asset Management
Massachusetts
$573K – – –
EWA
667
Exencial Wealth Advisors
Oklahoma
$572K – – –
MWPCG
668
Measured Wealth Private Client Group
New Hampshire
$569K -$344K -664 -38%
HPA
669
High Probability Advisors
New York
$567K +$21.8K +42 +4%
JRP
670
Jasper Ridge Partners
California
$567K – – –
PIM
671
Progressive Investment Management
Oregon
$559K – – –
OBGC
672
O'Brien Greene & Co
Pennsylvania
$558K -$23.3K -45 -4%
ST
673
Sageworth Trust
Pennsylvania
$555K – – –
BFA
674
Bragg Financial Advisors
North Carolina
$554K – – –
KPWS
675
Kestra Private Wealth Services
Texas
$553K +$39.3K +76 +8%
25 26
27
28 29