MDY icon

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 %
IP
926
Investment Partners
Ohio
$252K -$103K -232 -29%
MAM
927
Mystic Asset Management
Rhode Island
$251K -$3.99K -9 -2%
GHA
928
Granite Harbor Advisors
Texas
$250K +$250K +566 New
IP
929
Isthmus Partners
Wisconsin
$250K – – –
HNWAG
930
High Net Worth Advisory Group
Florida
$250K +$11.1K +25 +5%
MHS
931
M Holdings Securities
Oregon
$249K -$7.53K -17 -3%
KP
932
Keel Point
Alabama
$247K +$886 +2 +0.4%
WA
933
WealthTrust Axiom
Pennsylvania
$247K – – –
AC
934
Abbrea Capital
California
$247K – – –
HWP
935
Heritage Wealth Partners
Ohio
$246K +$246K +536 New
OWA
936
Octavia Wealth Advisors
Ohio
$245K – – –
WCA
937
Waypoint Capital Advisors
Minnesota
$245K -$177K -400 -42%
RLIM
938
Red Lighthouse Investment Management
New York
$244K +$244K +550 New
TWM
939
Tradition Wealth Management
Minnesota
$242K – – –
AIM
940
Avity Investment Management
Connecticut
$242K – – –
ANBT
941
American National Bank & Trust
Texas
$241K – – –
BBL
942
Beck Bode LLC
Massachusetts
$240K -$483K -1,091 -67%
GFP
943
Gryphon Financial Partners
Ohio
$240K -$7.97K -18 -3%
Chevy Chase Trust
944
Chevy Chase Trust
Maryland
$240K – – –
MAG
945
MRA Advisory Group
New Jersey
$239K -$1.33K -3 -0.6%
BW
946
Bison Wealth
Georgia
$239K -$10.4K -22 -4%
RWA
947
Ropes Wealth Advisors
Massachusetts
$238K – – –
FIB
948
First Interstate Bank
Montana
$238K +$238K +538 New
GWP
949
Gateway Wealth Partners
Wisconsin
$237K +$237K +536 New
JMFC
950
J.M. Forbes & Co
Massachusetts
$237K +$237K +536 New
36 37
38
39 40