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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
1
Northwestern Mutual Wealth Management
Wisconsin
$197M
2
CCA
2
Conservest Capital Advisors
Pennsylvania
$109M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$160M
4
Bessemer Group
4
Bessemer Group
New Jersey
$75.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$173M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$58.3M
2
BC
2
Brookfield Corp
Ontario, Canada
$22.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$2.3M
4
Squarepoint
4
Squarepoint
New York
$0
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPP
676
Single Point Partners
Massachusetts
$553K – – –
WWM
677
Western Wealth Management
Colorado
$546K -$551K -1,244 -50%
NIM
678
Nicollet Investment Management
Minnesota
$543K +$5.75K +13 +1%
BBA
679
BLB&B Advisors
Pennsylvania
$540K -$18.6K -42 -3%
PO
680
Private Ocean
California
$538K +$885 +2 +0.2%
KWM
681
Kaydan Wealth Management
Michigan
$537K -$6.64K -15 -1%
Neuberger Berman Group
682
Neuberger Berman Group
New York
$535K +$53.6K +121 +11%
IAA
683
Independent Advisor Alliance
North Carolina
$531K – – –
CCMG
684
Clark Capital Management Group
Pennsylvania
$529K -$872K -1,970 -62%
SBIA
685
Sheaff Brock Investment Advisors
Indiana
$527K – – –
BFA
686
Bragg Financial Advisors
North Carolina
$526K -$10.2K -23 -2%
CS
687
Comerica Securities
Michigan
$525K +$62.2K +140 +13%
W
688
WorthPointe
California
$525K – – –
AP
689
Appleton Partners
Massachusetts
$523K – – –
BFEC
690
Benjamin F. Edwards & Company
Missouri
$521K +$24.8K +56 +5%
HPA
691
High Probability Advisors
New York
$521K +$6.64K +15 +1%
TDC
692
Thompson Davis & Co
Virginia
$518K +$2.66K +6 +0.5%
OWP
693
Obermeyer Wealth Partners
Colorado
$517K +$9.3K +21 +2%
KPWS
694
Kestra Private Wealth Services
Texas
$514K -$153K -346 -23%
SIC
695
Samalin Investment Counsel
New York
$514K -$159K -358 -24%
EWA
696
Encompass Wealth Advisors
Oregon
$514K – – –
GLA
697
Great Lakes Advisors
Illinois
$509K -$114K -258 -18%
QWM
698
QP Wealth Management
New Jersey
$509K +$509K +1,150 New
P
699
&Partners
Tennessee
$509K +$193K +437 +61%
GAB
700
German American Bancorp
Indiana
$506K +$506K +1,142 New
26 27
28
29 30