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

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$0
2
Bank of America
2
Bank of America
North Carolina
$834M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$47.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$401M
5
UBS Group
5
UBS Group
Switzerland
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
1001
West Financial Advisors
Iowa
$16K – – –
SWM
1002
Selective Wealth Management
Virginia
$15K – – –
Amundi
1003
Amundi
France
$14K – – –
WWM
1004
Wolff Wiese Magana
California
$14K – – –
ACA
1005
Atlas Capital Advisors
Wyoming
$12.7K – – –
GWMIA
1006
Global Wealth Management Investment Advisory
Florida
$12K – – –
FCG
1007
Financial Connections Group
California
$12K – – –
PWM
1008
Prentice Wealth Management
New York
$12K +$12K +29 New
M1FG
1009
Mach-1 Financial Group
Arkansas
$12K +$12K +30 New
IWP
1010
IAG Wealth Partners
Wisconsin
$11K – – –
HBW
1011
Hazlett, Burt & Watson
West Virginia
$11K +$11K +27 New
AWM
1012
Activest Wealth Management
Florida
$10K -$42.9K -103 -81%
CSB
1013
City State Bank
Iowa
$10K – – –
AF
1014
Arrow Financial
New York
$10K – – –
MCM
1015
McMillion Capital Management
North Carolina
$10K +$10K +25 New
AAP
1016
Arax Advisory Partners
Colorado
$9K – – –
SFG
1017
Steward Financial Group
Texas
$9K – – –
CFG
1018
CKW Financial Group
Hawaii
$8K – – –
GIA
1019
GHP Investment Advisors
Colorado
$8K +$8K +20 New
SC
1020
Stephens Consulting
Michigan
$7.86K – – –
VNA
1021
Valley National Advisers
Pennsylvania
$7K – – –
GFPC
1022
Global Financial Private Client
Florida
$6.7K -$10.1K -24 -60%
SCA
1023
Stonebridge Capital Advisors
Minnesota
$6K – – –
SC
1024
Solstein Capital
California
$4K – – –
FSWA
1025
Financial Synergies Wealth Advisors
Texas
$2.5K +$2.5K +6 New
39 40
41
42 43