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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 %
BCM
726
Brookstone Capital Management
Illinois
$451K -$1.48M -3,255 -77%
IWM
727
IHT Wealth Management
Illinois
$448K +$44.3K +100 +11%
JWM
728
Jackson Wealth Management
Florida
$445K +$445K +1,004 New
GL
729
GHE LLC
Tennessee
$443K -$1.19M -2,677 -73%
CWA
730
Clarus Wealth Advisors
Arizona
$443K +$8.25K +18 +2%
RG
731
Rathbones Group
United Kingdom
$443K – – –
MAM
732
Marquette Asset Management
Minnesota
$443K – – –
CCM
733
Canal Capital Management
Virginia
$443K – – –
TCM
734
Triumph Capital Management
Colorado
$442K +$16.8K +38 +4%
RBC
735
Roble Belko & Company
Pennsylvania
$440K – – –
VBFG
736
Vishria Bird Financial Group
Tennessee
$440K – – –
FFG
737
Fortem Financial Group
California
$438K – – –
BHWM
738
Bar Harbor Wealth Management
New Hampshire
$437K +$2.21K +5 +0.5%
SQA
739
Simon Quick Advisors
New Jersey
$437K – – –
Capstone Investment Advisors
740
Capstone Investment Advisors
New York
$435K -$628K -1,418 -59%
CAC
741
Certified Advisory Corp
Florida
$433K -$142K -321 -25%
WSFS
742
Wilmington Savings Fund Society
Delaware
$430K -$545K -1,230 -56%
TCOV
743
Trust Company of Vermont
Vermont
$426K -$13.7K -31 -3%
NWM
744
NEIRG Wealth Management
Massachusetts
$425K – – –
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
$422K +$168K +380 +66%
AMBIA
746
Allen Mooney & Barnes Investment Advisors
Georgia
$420K +$885 +2 +0.2%
WP
747
WealthPLAN Partners
Nebraska
$420K +$420K +862 New
WIM
748
WealthPlan Investment Management
Nebraska
$420K -$3.41K -7 -0.8%
RSWM
749
Robertson Stephens Wealth Management
California
$419K – – –
WA
750
Wealth Alliance
New York
$414K -$353K -797 -46%
28 29
30
31 32