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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 %
YIA
901
YHB Investment Advisors
Connecticut
$266K – – –
MWAM
902
Manhattan West Asset Management
California
$266K +$266K +600 New
PCH
903
PGIM Custom Harvest
New Jersey
$265K +$265K +598 New
MA
904
Mutual Advisors
Nebraska
$264K +$264K +597 New
PCMC
905
Private Capital Management (Colorado)
Colorado
$264K -$63.7K -144 -19%
GT
906
Glenview Trust
Kentucky
$263K – – –
CA
907
Cortland Associates
Missouri
$262K -$54.5K -123 -17%
SEP
908
Southland Equity Partners
Missouri
$260K -$7.09K -16 -3%
MMM
909
Mendel Money Management
Illinois
$260K – – –
BFC
910
Blue Fin Capital
Rhode Island
$260K +$260K +588 New
VWA
911
V Wealth Advisors
Kansas
$260K -$7.53K -17 -3%
PRWA
912
Platte River Wealth Advisors
Colorado
$259K – – –
WIC
913
Woodmont Investment Counsel
Tennessee
$259K +$259K +585 New
CAM
914
Congress Asset Management
Massachusetts
$258K +$36.8K +83 +17%
PCMK
915
Paragon Capital Management (Kansas)
Kansas
$258K – – –
FFM
916
Forum Financial Management
Illinois
$257K – – –
KTM
917
Keeler Thomas Management
Utah
$256K +$886 +2 +0.3%
SAM
918
Summit Asset Management
Tennessee
$256K – – –
LFS
919
Legacy Financial Strategies
Kansas
$255K – – –
NEAM
920
New England Asset Management
Connecticut
$255K – – –
HIG
921
Heritage Investment Group
Florida
$255K – – –
DAC
922
Dividend Assets Capital
South Carolina
$253K – – –
LFAS
923
Level Four Advisory Services
Texas
$253K +$23.5K +53 +10%
VWA
924
Visionary Wealth Advisors
Illinois
$252K – – –
MPW
925
MGO Private Wealth
California
$252K -$214K -483 -46%
35 36
37
38 39