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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 %
PSF
701
Pacific Sun Financial
California
$500K – – –
FNBOO
702
First National Bank of Omaha
Nebraska
$500K +$6.64K +15 +1%
Jennison Associates
703
Jennison Associates
New York
$499K +$167K +377 +50%
KCM
704
Kanawha Capital Management
Virginia
$496K -$11.1K -25 -2%
BFS
705
Bickling Financial Services
Massachusetts
$496K +$1.33K +3 +0.3%
EWM
706
Empirical Wealth Management
Washington
$496K – – –
NHT
707
New Hampshire Trust
New Hampshire
$496K +$496K +1,120 New
JRP
708
Jasper Ridge Partners
California
$485K – – –
WP
709
WealthShield Partners
North Carolina
$484K – – –
AI
710
Accredited Investors
Minnesota
$480K +$480K +1,083 New
PIM
711
Progressive Investment Management
Oregon
$478K – – –
JFA
712
JNBA Financial Advisors
Minnesota
$477K – – –
SWP
713
Strategic Wealth Partners
Ohio
$476K +$14.6K +33 +3%
TSS
714
Two Sigma Securities
New York
$473K -$446K -1,007 -49%
FA
715
Fagan Associates
New York
$472K -$443 -1 -0.1%
LT
716
Legacy Trust
Michigan
$470K +$470K +1,062 New
GVAG
717
Great Valley Advisor Group
Delaware
$470K +$885 +2 +0.2%
FWP
718
FAS Wealth Partners
Kansas
$465K +$2.66K +6 +0.6%
GIA
719
Gladstone Institutional Advisory
Florida
$462K -$4.87K -11 -1%
AT
720
American Trust
Kentucky
$462K +$217K +491 +89%
KOC
721
Koss-Olinger Consulting
Florida
$461K -$17.3K -39 -4%
NWMG
722
National Wealth Management Group
Ohio
$458K +$10.6K +24 +2%
FWA
723
FSM Wealth Advisors
Ohio
$453K +$29.2K +66 +7%
SPIO
724
Seven Post Investment Office
California
$452K – – –
FHA
725
Flagship Harbor Advisors
Massachusetts
$452K – – –
27 28
29
30 31