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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,034 hedge funds and large institutions have $9.9B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 360 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-59
Holders Change %
-5.4%
% of All Funds
17.48%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
1.05%
New
71
Increased
282
Reduced
360
Closed
111
Calls
$496M
Puts
$248M
Net Calls
+$248M
Net Calls Change
+$19.4M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$128M
2
Goldman Sachs
Goldman Sachs
New York
+$121M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$69M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Truist Financial
Truist Financial
North Carolina
+$18M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$98.1M
2
Bank of America
Bank of America
North Carolina
-$81.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$78M
4
Morgan Stanley
Morgan Stanley
New York
-$61.6M
5
UBS Group
UBS Group
Switzerland
-$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFG
676
Vishria Bird Financial Group
Tennessee
$411K – – –
BHWM
677
Bar Harbor Wealth Management
New Hampshire
$406K +$163K +395 +67%
WPIC
678
White Pine Investment Company
Michigan
$400K +$22.7K +55 +6%
NWM
679
NEIRG Wealth Management
Massachusetts
$397K – – –
CIA
680
Capital Investment Advisors
Georgia
$396K -$4.14K -10 -1%
PCIA
681
Prime Capital Investment Advisors
Kansas
$395K – – –
HA
682
HYA Advisors
Missouri
$395K – – –
WC
683
Weil Company
California
$395K +$395K +955 New
CS
684
Comerica Securities
Michigan
$394K +$394K +951 New
WCA
685
Waypoint Capital Advisors
Minnesota
$394K +$394K +953 New
RSWM
686
Robertson Stephens Wealth Management
California
$391K – – –
OSNBOA
687
Old Second National Bank of Aurora
Illinois
$390K – – –
GFS
688
GYL Financial Synergies
Connecticut
$388K +$414 +1 +0.1%
AMBIA
689
Allen Mooney & Barnes Investment Advisors
Georgia
$387K +$4.55K +11 +1%
RC
690
Rovin Capital
Arizona
$386K -$13.7K -33 -3%
FBB
691
Fulton Breakefield Broenniman
Maryland
$386K +$105K +254 +37%
MWM
692
Merriman Wealth Management
Washington
$385K – – –
CWA
693
Clarus Wealth Advisors
Arizona
$384K +$8.36K +20 +2%
VCM
694
Vigilant Capital Management
Maine
$380K – – –
TAM
695
Trillium Asset Management
Massachusetts
$380K – – –
SFG
696
SevenBridge Financial Group
Pennsylvania
$379K – – –
ACM
697
Ardent Capital Management
Ohio
$376K – – –
PBF
698
Petix & Botte Financial
California
$375K -$375K -908 -50%
MMPW
699
Mitchell McLeod Pugh & Williams
Alabama
$373K +$413 +1 +0.1%
BMC
700
Benin Management Corp
Connecticut
$373K +$827 +2 +0.2%
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