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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 %
EIP
951
Ellis Investment Partners
Pennsylvania
$236K +$443 +1 +0.2%
CA
952
CoreCap Advisors
Michigan
$236K +$236K +534 New
JHCP
953
Jackson Hole Capital Partners
Oklahoma
$236K – – –
BHIA
954
Birch Hill Investment Advisors
Massachusetts
$235K – – –
EDRIA
955
Edmonds Duncan Registered Investment Advisors
Kansas
$233K – – –
TFO
956
Tarbox Family Office
California
$231K – – –
AWM
957
Aprio Wealth Management
Georgia
$231K – – –
MWM
958
Marion Wealth Management
Pennsylvania
$229K +$229K +518 New
LW
959
Libra Wealth
California
$228K – – –
LWM
960
Laidlaw Wealth Management
New York
$228K +$228K +514 New
HH
961
Hilltop Holdings
Texas
$227K -$6.64K -15 -3%
KL
962
KWMG LLC
Kansas
$225K – – –
AF
963
Aldebaran Financial
$224K – – –
RMC
964
Resources Management Corp
Connecticut
$224K – – –
PFBT
965
Parkside Financial Bank & Trust
Missouri
$224K – – –
CWM
966
Curi Wealth Management
North Carolina
$224K +$224K +505 New
MWPCG
967
Measured Wealth Private Client Group
New Hampshire
$223K -$16.8K -38 -7%
FDCDDQ
968
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K – – –
CA
969
CapWealth Advisors
Tennessee
$223K +$223K +504 New
APC
970
Asset Planning Corporation
Tennessee
$223K +$443 +1 +0.2%
FIM
971
Freedom Investment Management
Connecticut
$223K +$223K +503 New
WSTAM
972
Wilbanks Smith & Thomas Asset Management
Virginia
$222K +$222K +501 New
PCA
973
Personal Capital Advisors
California
$221K -$42.1K -95 -16%
JCM
974
J2 Capital Management
Michigan
$221K – – –
FFW
975
Fusion Family Wealth
New York
$221K – – –
37 38
39
40 41