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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 %
FC
651
FCA Corp
Texas
$611K – – –
SAM
652
Seelaus Asset Management
New Jersey
$608K – – –
HP
653
Hyperion Partners
Pennsylvania
$604K +$604K +1,364 New
RRA
654
Round Rock Advisors
Connecticut
$600K – – –
PMFA
655
Plante Moran Financial Advisors
Michigan
$599K -$55.8K -126 -9%
QPWM
656
Quadrant Private Wealth Management
Pennsylvania
$598K +$598K +1,345 New
MC
657
Miramar Capital
Illinois
$595K – – –
HF
658
Halpern Financial
Virginia
$594K – – –
ME
659
McIlrath & Eck
Washington
$586K +$58K +131 +11%
FH
660
FWG Holdings
Florida
$583K -$63.8K -144 -10%
EG
661
Ellerson Group
Maryland
$581K +$581K +1,312 New
SMWM
662
Silvia McColl Wealth Management
California
$577K +$577K +1,304 New
SPWM
663
Schrum Private Wealth Management
Florida
$575K -$201K -454 -26%
EWA
664
Exencial Wealth Advisors
Oklahoma
$569K +$35.4K +80 +7%
ACM
665
Advisors Capital Management
New Jersey
$567K – – –
TC
666
TownSquare Capital
Utah
$566K -$2.28M -5,149 -80%
DSC
667
Duncker Streett & Co
Missouri
$563K +$443 +1 +0.1%
CWM
668
CCG Wealth Management
California
$563K – – –
WA
669
Wealth Architects
California
$563K -$44.7K -101 -7%
LRIC
670
Long Road Investment Counsel
Michigan
$560K -$8.85K -20 -2%
RGC
671
Roberts, Glore & Co
Illinois
$558K – – –
BFM
672
Broadview Financial Management
Wisconsin
$558K +$2.21K +5 +0.4%
BJL
673
Brighton Jones LLC
Washington
$556K +$62.5K +141 +13%
ST
674
Smithfield Trust
Pennsylvania
$554K – – –
WA
675
Wealth Advisors
California
$553K – – –
25 26
27
28 29