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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,045 hedge funds and large institutions have $9.54B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 283 increasing their positions, 339 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+11
Holders Change %
+1.06%
% of All Funds
18.07%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.16%
New
85
Increased
283
Reduced
339
Closed
61
Calls
$575M
Puts
$384M
Net Calls
+$191M
Net Calls Change
-$57.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$63.9M
2
BC
Brookfield Corp
Ontario, Canada
+$46.8M
3
Morgan Stanley
Morgan Stanley
New York
+$33.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$21.6M
5
CA
Crewe Advisors
Utah
+$15.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$325M
2
CCA
Conservest Capital Advisors
Pennsylvania
-$98.6M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$80.3M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50M
5
Wells Fargo
Wells Fargo
California
-$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
801
Beach Investment Counsel
Pennsylvania
$285K – – –
TW
802
TrinityPoint Wealth
Connecticut
$284K – – –
CGPCS
803
Capital Group Private Client Services
California
$284K +$803 +2 +0.3%
OIA
804
Optimum Investment Advisors
Illinois
$283K – – –
BDF
805
Black Diamond Financial
Maryland
$282K – – –
AWM
806
Aberdeen Wealth Management
Illinois
$282K – – –
B
807
Bensler
Washington
$281K – – –
BAMG
808
Brand Asset Management Group
Missouri
$279K -$75.2K -187 -21%
OFG
809
Omega Financial Group
California
$278K -$287K -714 -51%
CCA
810
Clearwater Capital Advisors
Illinois
$278K – – –
IIA
811
ICW Investment Advisors
Arizona
$277K -$804 -2 -0.3%
CFS
812
CRA Financial Services
New Jersey
$277K – – –
RWA
813
Redmont Wealth Advisors
Illinois
$275K – – –
CAM
814
Carret Asset Management
New York
$274K – – –
EWM
815
Endurance Wealth Management
Rhode Island
$273K – – –
WA
816
WP Advisors
California
$272K +$7.62K +19 +3%
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$271K – – –
CCMD
818
Cypress Capital Management (Delaware)
Delaware
$270K -$30.1K -75 -10%
SI
819
Saxon Interests
Texas
$270K – – –
TA
820
TFG Advisers
Michigan
$269K +$803 +2 +0.3%
ZIM
821
Zacks Investment Management
Illinois
$269K +$269K +669 New
PWM
822
Paulson Wealth Management
Illinois
$268K -$1.61K -4 -0.6%
T
823
TCWP
Ohio
$267K -$14.1K -35 -5%
DCM
824
Donaldson Capital Management
Indiana
$266K – – –
BHIC
825
Bassett Hargrove Investment Counsel
Delaware
$265K +$265K +660 New
31 32
33
34 35