MDY icon

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 %
SWPG
851
Strategic Wealth Partners Group
Illinois
$231K +$44.6K +108 +24%
AC
852
Abbrea Capital
California
$230K – – –
WA
853
WealthTrust Axiom
Pennsylvania
$230K +$18.6K +45 +9%
OWA
854
Octavia Wealth Advisors
Ohio
$229K – – –
MW
855
Marcum Wealth
Ohio
$229K +$229K +553 New
JWA
856
JFS Wealth Advisors
Pennsylvania
$228K – – –
TC
857
TownSquare Capital
Utah
$228K +$228K +552 New
RMC
858
Resources Management Corp
Connecticut
$226K – – –
AIM
859
Avity Investment Management
Connecticut
$226K – – –
TWM
860
Tradition Wealth Management
Minnesota
$226K – – –
MWPCG
861
Measured Wealth Private Client Group
New Hampshire
$224K -$93.4K -226 -29%
HNWAG
862
High Net Worth Advisory Group
Florida
$223K -$2.48K -6 -1%
RWA
863
Ropes Wealth Advisors
Massachusetts
$222K – – –
BW
864
Bison Wealth
Georgia
$221K -$174K -422 -44%
HH
865
Hilltop Holdings
Texas
$221K -$37.6K -91 -15%
SNB
866
Security National Bank
Nebraska
$220K -$20.7K -50 -9%
EIP
867
Ellis Investment Partners
Pennsylvania
$220K – – –
BHIA
868
Birch Hill Investment Advisors
Massachusetts
$220K – – –
JHCP
869
Jackson Hole Capital Partners
Oklahoma
$220K – – –
BWA
870
Burt Wealth Advisors
Maryland
$217K – – –
EDRIA
871
Edmonds Duncan Registered Investment Advisors
Kansas
$217K – – –
TFO
872
Tarbox Family Office
California
$216K – – –
ARC
873
Advisor Resource Council
Texas
$216K +$216K +521 New
SFPM
874
Sensible Financial Planning & Management
Massachusetts
$216K +$216K +523 New
KL
875
KWMG LLC
Kansas
$213K +$2.9K +7 +1%
33 34
35
36 37