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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 %
MPW
876
Monterey Private Wealth
California
$287K +$287K +649 New
SI
877
Saxon Interests
Texas
$286K -$454 -1 -0.2%
KAH
878
Kathryn A. Hall
$286K – – –
BTW
879
Boston Trust Walden
Massachusetts
$286K +$286K +645 New
GPA
880
Guidance Point Advisors
Massachusetts
$282K +$282K +637 New
VFA
881
Valeo Financial Advisors
Indiana
$281K – – –
BZWA
882
Blue Zone Wealth Advisors
California
$281K – – –
HWA
883
Heartwood Wealth Advisors
Virginia
$280K +$280K +632 New
CWA
884
CM Wealth Advisors
Ohio
$280K – – –
E
885
ETFidea
New York
$279K – – –
CWP
886
CFM Wealth Partners
Texas
$279K – – –
HT
887
Headlands Technologies
Illinois
$278K +$278K +627 New
CFS
888
CRA Financial Services
New Jersey
$275K -$29.7K -67 -10%
QC
889
QCM Cayman
Texas
$275K +$275K +621 New
AF
890
Apexium Financial
Texas
$275K – – –
CCM
891
Carlson Capital Management
Minnesota
$274K – – –
PFG
892
Peterson Financial Group
Iowa
$273K +$443 +1 +0.2%
VCA
893
Verdence Capital Advisors
Maryland
$273K – – –
SFM
894
Signet Financial Management
New Jersey
$273K – – –
SC
895
SouthState Corp
Florida
$273K -$10.6K -24 -4%
SI
896
Shaker Investments
Ohio
$271K +$886 +2 +0.3%
RSA
897
River Street Advisors
Illinois
$269K +$269K +608 New
BL
898
BFSG LLC
California
$266K – – –
YIA
899
YHB Investment Advisors
Connecticut
$266K – – –
SFI
900
SPC Financial Inc
Maryland
$266K – – –
34 35
36
37 38