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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,034 hedge funds and large institutions have $9.9B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 282 increasing their positions, 360 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
-59
Holders Change %
-5.4%
% of All Funds
17.48%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
1.05%
New
71
Increased
282
Reduced
360
Closed
111
Calls
$496M
Puts
$248M
Net Calls
+$248M
Net Calls Change
+$19.4M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$186M
2
Goldman Sachs
Goldman Sachs
New York
$557M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$125M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$118M
5
Truist Financial
Truist Financial
North Carolina
$59.1M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
2
Bank of America
Bank of America
North Carolina
$834M
3
AllianceBernstein
AllianceBernstein
Tennessee
$47.4M
4
Morgan Stanley
Morgan Stanley
New York
$401M
5
UBS Group
UBS Group
Switzerland
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
976
GW&K Investment Management
Massachusetts
$34K +$34K +82 New
BG
977
Bollard Group
Massachusetts
$33K – – –
WOSD
978
WFA of San Diego
California
$33K +$33K +80 New
HFA
979
HC Financial Advisors
California
$32K – – –
WWM
980
Wagner Wealth Management
South Carolina
$32K +$32K +77 New
CP
981
Castleview Partners
Texas
$31.9K +$30.5K +1,036 +2,252%
CBT
982
CoreFirst Bank & Trust
Kansas
$29K – – –
SIS
983
Sound Income Strategies
Florida
$29K +$29K +70 New
BLC
984
Brown, Lisle/Cummings
Rhode Island
$28.1K – – –
CHC
985
City Holding Co
West Virginia
$25K – – –
AFS
986
Annapolis Financial Services
Maryland
$25K – – –
NF
987
Norwood Financial
Pennsylvania
$24K – – –
CG
988
Cutler Group
California
$23K -$56.3K -142 -71%
AssetMark Inc
989
AssetMark Inc
California
$23K -$9.8K -23 -30%
PSB
990
Piscataqua Savings Bank
New Hampshire
$23K – – –
WB
991
Webster Bank
Connecticut
$23K – – –
EA
992
Evolution Advisers
Virginia
$22K – – –
CAL
993
Capital Analysts LLC
Pennsylvania
$21K -$1.65K -4 -7%
SPWG
994
Sage Private Wealth Group
Illinois
$21K – – –
JPLA
995
Joseph P. Lucia & Associates
New York
$21K – – –
National Bank of Canada
996
National Bank of Canada
Quebec, Canada
$20K -$8.98K -22 -31%
CWP
997
Concord Wealth Partners
Virginia
$19K – – –
BHWM
998
Beaird Harris Wealth Management
Texas
$19K +$19K +46 New
GI
999
Gradient Investments
Minnesota
$18K – – –
TFM
1000
TFC Financial Management
Massachusetts
$17K – – –
38 39
40
41 42