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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 %
PFG
976
PAX Financial Group
Texas
$221K – – –
MW
977
MBL Wealth
North Carolina
$221K – – –
MW
978
Marcum Wealth
Ohio
$220K -$6.64K -15 -3%
BCI
979
Brinker Capital Investments
Pennsylvania
$220K +$220K +496 New
MCA
980
Maryland Capital Advisors
Maryland
$219K – – –
IWC
981
Integrated Wealth Concepts
Massachusetts
$219K +$219K +495 New
BWA
982
BlueSky Wealth Advisors
North Carolina
$218K +$218K +493 New
VIA
983
Vickerman Investment Advisors
Washington
$218K +$218K +493 New
Millennium Management
984
Millennium Management
New York
$218K -$4.23M -9,544 -95%
NSB
985
Norway Savings Bank
Maine
$217K – – –
BHIC
986
Bassett Hargrove Investment Counsel
Delaware
$216K -$77.9K -175 -27%
AC
987
Apella Capital
Connecticut
$216K +$216K +487 New
MG
988
Mather Group
Illinois
$215K +$215K +487 New
SIA
989
Schechter Investment Advisors
Michigan
$215K +$215K +485 New
SWM
990
Scissortail Wealth Management
Oklahoma
$213K +$213K +442 New
HDIM
991
Hanson & Doremus Investment Management
Vermont
$210K – – –
PB
992
Pinnacle Bancorp
Nebraska
$210K – – –
SAG
993
SageView Advisory Group
California
$210K +$210K +473 New
Fisher Asset Management
994
Fisher Asset Management
Washington
$209K +$209K +472 New
EWM
995
Echo Wealth Management
Minnesota
$208K -$37.2K -79 -15%
SHFP
996
Second Half Financial Partners
Florida
$208K +$208K +430 New
RA
997
Rodgers & Associates
Pennsylvania
$208K +$208K +470 New
PI
998
Pachira Investments
California
$208K -$15.1K -34 -7%
LSC
999
Lesa Sroufe & Co
Washington
$208K +$208K +470 New
AG
1000
Ascent Group
Virginia
$208K -$39K -88 -16%
38 39
40
41 42