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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,034 hedge funds and large institutions have $9.9B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 360 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-59
Holders Change %
-5.4%
% of All Funds
17.48%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
1.05%
New
71
Increased
282
Reduced
360
Closed
111
Calls
$496M
Puts
$248M
Net Calls
+$248M
Net Calls Change
+$19.4M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$128M
2
Goldman Sachs
Goldman Sachs
New York
+$121M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$69M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Truist Financial
Truist Financial
North Carolina
+$18M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$98.1M
2
Bank of America
Bank of America
North Carolina
-$81.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$78M
4
Morgan Stanley
Morgan Stanley
New York
-$61.6M
5
UBS Group
UBS Group
Switzerland
-$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
826
Personal Capital Advisors
California
$246K +$66.2K +160 +37%
MHS
827
M Holdings Securities
Oregon
$242K -$48.8K -118 -17%
PRWA
828
Platte River Wealth Advisors
Colorado
$242K – – –
AWM
829
Avior Wealth Management
Nebraska
$242K – – –
WI
830
Wintrust Investments
Illinois
$241K -$8.67K -21 -3%
PCMK
831
Paragon Capital Management (Kansas)
Kansas
$241K – – –
FFM
832
Forum Financial Management
Illinois
$240K +$240K +580 New
KTM
833
Keeler Thomas Management
Utah
$239K -$7.87K -19 -3%
SAM
834
Summit Asset Management
Tennessee
$239K – – –
IP
835
Investment Partners
Ohio
$239K – – –
Chevy Chase Trust
836
Chevy Chase Trust
Maryland
$238K -$43.8K -106 -16%
HIG
837
Heritage Investment Group
Florida
$238K – – –
TRCT
838
Tower Research Capital (TRC)
New York
$238K +$238K +576 New
CSPIA
839
Cary Street Partners Investment Advisory
Virginia
$237K -$223K -541 -49%
VFA
840
Valeo Financial Advisors
Indiana
$236K -$52.6K -127 -18%
DAC
841
Dividend Assets Capital
South Carolina
$236K – – –
VWA
842
Visionary Wealth Advisors
Illinois
$235K – – –
EWM
843
Echo Wealth Management
Minnesota
$234K – – –
IP
844
Isthmus Partners
Wisconsin
$234K – – –
APW
845
Aurora Private Wealth
New Jersey
$234K +$414 +1 +0.2%
SEP
846
Southland Equity Partners
Missouri
$234K – – –
LWM
847
Laidlaw Wealth Management
New York
$232K -$23.6K -57 -9%
PFGIA
848
Patriot Financial Group Insurance Agency
Massachusetts
$232K – – –
MAM
849
Mystic Asset Management
Rhode Island
$232K – – –
GFP
850
Gryphon Financial Partners
Ohio
$231K +$31K +75 +15%
32 33
34
35 36