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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 %
ZCA
776
Zeke Capital Advisors
Pennsylvania
$379K – – –
Fiera Capital (Canada)
777
Fiera Capital (Canada)
Quebec, Canada
$378K – – –
SG
778
StoneX Group
New York
$377K -$4.02K -9 -1%
IRAG
779
Investment Research & Advisory Group
Georgia
$375K – – –
TC
780
Titleist Capital
Texas
$374K – – –
CPA
781
Cardiff Park Advisors
California
$373K +$885 +2 +0.2%
AIP
782
Almanack Investment Partners
Pennsylvania
$372K -$247K -559 -40%
MWA
783
Monograph Wealth Advisors
California
$371K +$371K +835 New
AWS
784
AJ Wealth Strategies
New York
$370K -$210K -475 -36%
FNT
785
First National Trust
Pennsylvania
$367K – – –
MTIC
786
Missouri Trust & Investment Company
Missouri
$367K – – –
SCM
787
Seascape Capital Management
New Hampshire
$362K – – –
CAL
788
Capital Advisors Ltd
Ohio
$362K +$16.8K +38 +5%
GWM
789
Geneos Wealth Management
Colorado
$362K +$6.2K +14 +2%
FA
790
Fiduciary Alliance
South Carolina
$362K +$362K +817 New
GFS
791
GYL Financial Synergies
Connecticut
$361K +$29.2K +66 +9%
TWM
792
Thrive Wealth Management
Pennsylvania
$361K +$361K +815 New
FCP
793
Fidelis Capital Partners
Florida
$360K +$360K +794 New
TFS
794
TrustCore Financial Services
Tennessee
$360K +$103K +233 +40%
PTP
795
Platform Technology Partners
New York
$359K -$3.99K -9 -1%
ACM
796
Ayrshire Capital Management
Connecticut
$358K – – –
LIA
797
LS Investment Advisors
Michigan
$355K – – –
CK
798
Cohen Klingenstein
New York
$354K – – –
NSAM
799
North Star Asset Management
Wisconsin
$354K – – –
CGIM
800
Cannon Global Investment Management
Florida
$354K -$1.33M -3,000 -79%
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