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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,119 hedge funds and large institutions have $13.6B invested in SPDR S&P MidCap 400 ETF Trust in 2021 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 291 increasing their positions, 346 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+102
Holders Change %
+10.03%
% of All Funds
17.28%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
1.11%
New
178
Increased
291
Reduced
346
Closed
59
Calls
$144M
Puts
$321M
Net Calls
-$178M
Net Calls Change
+$1.24B

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$548M
2
CM
2
Churchill Management
California
$241M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$300M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$236M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$165M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$392M
2
Citigroup
2
Citigroup
New York
$158M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$185M
4
Bessemer Group
4
Bessemer Group
New Jersey
$19.4M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1001
Winch Advisory Services
Wisconsin
$165K -$2.07K -4 -1%
AIM
1002
AHL Investment Management
Florida
$163K +$163K +315 New
HF
1003
Halpern Financial
Virginia
$153K – – –
RDFA
1004
Ritter Daniher Financial Advisory
Ohio
$150K +$150K +290 New
FAG
1005
Fortitude Advisory Group
Washington
$144K +$144K +279 New
DAC
1006
Dividend Assets Capital
South Carolina
$138K – – –
SIC
1007
SJS Investment Consulting
Ohio
$136K +$136K +262 New
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$133K +$2.07K +4 +2%
EWM
1009
Evermay Wealth Management
Virginia
$129K – – –
BBPWM
1010
Blue Bell Private Wealth Management
Pennsylvania
$128K – – –
SCA
1011
Sandy Cove Advisors
Massachusetts
$128K +$128K +247 New
CIM
1012
Contravisory Investment Management
Massachusetts
$126K -$2.07K -4 -2%
MMG
1013
Monetary Management Group
Missouri
$119K – – –
BA
1014
Bivin & Associates
Oklahoma
$115K +$115K +222 New
GLLW
1015
Graves Light Lenhart Wealth
Virginia
$111K -$16K -31 -13%
TF
1016
TimeScale Financial
Massachusetts
$109K – – –
HNWA
1017
Henrickson Nauta Wealth Advisors
Michigan
$108K +$108K +225 New
WIM
1018
Westside Investment Management
California
$108K – – –
MTWM
1019
Masso Torrence Wealth Management
New Jersey
$107K +$107K +206 New
GCM
1020
Gables Capital Management
Florida
$104K – – –
WTA
1021
Washington Trust Advisors
Massachusetts
$104K +$104K +200 New
CIA
1022
Cascade Investment Advisors
Oregon
$104K – – –
SWM
1023
Sugarloaf Wealth Management
Georgia
$103K – – –
PPWM
1024
PFG Private Wealth Management
Florida
$103K – – –
Parallax Volatility Advisers
1025
Parallax Volatility Advisers
California
$102K -$285K -551 -74%
39 40
41
42 43