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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 %
MWM
751
Merriman Wealth Management
Washington
$413K – – –
ACM
752
Ardent Capital Management
Ohio
$412K +$412K +930 New
FBB
753
Fulton Breakefield Broenniman
Maryland
$412K -$1.77K -4 -0.4%
PMG
754
ProVise Management Group
Florida
$410K -$55.3K -125 -12%
CIA
755
Capital Investment Advisors
Georgia
$409K -$15.1K -34 -4%
TAM
756
Trillium Asset Management
Massachusetts
$407K – – –
VCM
757
Vigilant Capital Management
Maine
$407K – – –
SFG
758
SevenBridge Financial Group
Pennsylvania
$406K – – –
BMC
759
Benin Management Corp
Connecticut
$403K +$1.77K +4 +0.4%
FIA
760
Foundations Investment Advisors
Arizona
$401K +$48.3K +109 +14%
MMPW
761
Mitchell McLeod Pugh & Williams
Alabama
$400K – – –
CF
762
Centaurus Financial
California
$400K -$77.5K -175 -16%
ES
763
Eagle Strategies
New York
$398K +$8.42K +19 +2%
CPSAC
764
Chas P. Smith & Associates (CPS)
Florida
$391K – – –
T
765
TCWP
Ohio
$391K +$96.1K +217 +33%
ZIM
766
Zacks Investment Management
Illinois
$390K +$93.4K +211 +32%
MYIA
767
Mount Yale Investment Advisors
Colorado
$388K +$388K +877 New
LBC
768
Lowe Brockenbrough & Co
Virginia
$388K – – –
RC
769
Rovin Capital
Arizona
$387K -$24.4K -55 -6%
BWL
770
Bogart Wealth LLC
Virginia
$387K – – –
RDWM
771
Red Door Wealth Management
Tennessee
$385K – – –
OMC
772
Overbrook Management Corp
New York
$381K – – –
JAWM
773
J. Arnold Wealth Management
Ohio
$380K +$380K +859 New
Prudential Financial
774
Prudential Financial
New Jersey
$380K +$62K +140 +19%
DWM
775
Denver Wealth Management
Colorado
$380K – – –
29 30
31
32 33