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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 %
IIA
851
ICW Investment Advisors
Arizona
$306K +$887 +2 +0.3%
WA
852
WP Advisors
California
$306K +$6.2K +14 +2%
CCA
853
Clearwater Capital Advisors
Illinois
$306K – – –
GSIAS
854
Garden State Investment Advisory Services
New Jersey
$305K +$305K +685 New
BWP
855
BSW Wealth Partners
Colorado
$304K -$30.5K -69 -9%
RWA
856
Redmont Wealth Advisors
Illinois
$303K – – –
TA
857
TFG Advisers
Michigan
$303K +$5.76K +13 +2%
CAM
858
Carret Asset Management
New York
$302K – – –
DWA
859
Delap Wealth Advisory
Oregon
$302K +$302K +682 New
RWP
860
RWA Wealth Partners
Massachusetts
$302K -$41.3K -89 -12%
BTWM
861
Baker Tilly Wealth Management
Wisconsin
$302K -$3.02M -6,811 -91%
EWM
862
Endurance Wealth Management
Rhode Island
$299K -$1.77K -4 -0.6%
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$299K – – –
CC
864
Cadinha & Co
Hawaii
$298K +$55.3K +125 +23%
BMCM
865
Bryn Mawr Capital Management
Pennsylvania
$298K +$298K +672 New
OIA
866
Optimum Investment Advisors
Illinois
$297K -$15.5K -35 -5%
JWA
867
JFS Wealth Advisors
Pennsylvania
$296K +$51.8K +117 +21%
PSCM
868
Per Stirling Capital Management
Texas
$296K +$296K +668 New
CAG
869
Crestwood Advisors Group
Massachusetts
$292K -$97.4K -220 -25%
BAM
870
Baldrige Asset Management
Pennsylvania
$291K – – –
B
871
Bensler
Washington
$291K -$18.6K -42 -6%
BFC
872
Bedel Financial Consulting
Indiana
$291K – – –
TC
873
Trust Company
Kansas
$290K – – –
DL
874
DOHJ LLC
Washington
$288K -$2.66K -6 -0.9%
NPA
875
Nichols & Pratt Advisers
Massachusetts
$288K – – –
33 34
35
36 37