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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 %
PAMG
826
Patton Albertson Miller Group
Tennessee
$331K – – –
GWA
827
GGM Wealth Advisors
Maryland
$330K +$454 +1 +0.1%
OCM
828
Orion Capital Management
California
$328K – – –
JFG
829
JDM Financial Group
Texas
$327K +$327K +739 New
BA
830
Baugh & Associates
Georgia
$324K -$3.98K -9 -1%
JWBC
831
John W. Brooker & Co
California
$323K -$24.8K -56 -7%
UFA
832
US Financial Advisors
Massachusetts
$321K – – –
OCM
833
One Capital Management
California
$321K – – –
VPP
834
Vertex Planning Partners
Illinois
$316K +$316K +713 New
FPGK
835
Financial Partners Group (Kansas)
Kansas
$316K – – –
ACM
836
AlphaStar Capital Management
North Carolina
$316K +$443 +1 +0.1%
GWANC
837
Guardian Wealth Advisors (North Carolina)
North Carolina
$315K +$315K +709 New
FPW
838
Flagship Private Wealth
Massachusetts
$315K – – –
CS
839
Cannell & Spears
New York
$315K – – –
NCM
840
Novare Capital Management
North Carolina
$314K -$1.77K -4 -0.6%
BIC
841
Beach Investment Counsel
Pennsylvania
$314K – – –
ACA
842
Aptus Capital Advisors
Alabama
$314K +$314K +709 New
TW
843
TrinityPoint Wealth
Connecticut
$313K – – –
UCB
844
United Community Bank
South Carolina
$312K -$8.86K -20 -3%
ZCM
845
Ziegler Capital Management
Illinois
$311K -$690K -1,558 -69%
RPGK
846
Retirement Planning Group (Kansas)
Kansas
$311K -$34.1K -77 -10%
BDF
847
Black Diamond Financial
Maryland
$311K – – –
AWM
848
Aberdeen Wealth Management
Illinois
$310K – – –
SAM
849
Securian Asset Management
Minnesota
$310K +$88.6K +200 +40%
BAMG
850
Brand Asset Management Group
Missouri
$307K – – –
32 33
34
35 36