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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TP
1001
Tranquility Partners
Tennessee
$208K 469 +469 New
LSA
1002
L & S Advisors
California
$207K 467 +467 New
MSFP
1003
Mark Sheptoff Financial Planning
Connecticut
$206K 466 +466 New
GC
1004
Garde Capital
Washington
$205K 462 – –
AIM
1005
Aspen Investment Management
Michigan
$205K 463 +463 New
HIA
1006
Harbor Investment Advisory
Maryland
$204K 461 – –
WA
1007
Wambolt & Associates
Colorado
$204K 460 +460 New
CWM
1008
Concentric Wealth Management
California
$204K 460 +460 New
IAS
1009
Investment Advisory Services
Texas
$204K 460 +460 New
LNB
1010
Ledyard National Bank
$203K 459 +459 New
HT
1011
Heritage Trust
Oklahoma
$202K 457 +457 New
SWM
1012
Soundmark Wealth Management
Washington
$202K 457 +457 New
BSB
1013
Bangor Savings Bank
Maine
$202K 457 – –
WDL
1014
Well Done LLC
Michigan
$200K 500 +500 New
LWANC
1015
Laurel Wealth Advisors (North Carolina)
North Carolina
$199K 451 +1 +0.2%
RA
1016
Rise Advisors
New York
$198K 446 +12 +3%
BWM
1017
BerganKDV Wealth Management
Minnesota
$197K 444 – –
OIM
1018
Oder Investment Management
California
$196K 443 +443 New
BTI
1019
Blue Trust Inc
Georgia
$185K 461 +183 +66%
PVH
1020
Psagot Value Holdings
Israel
$181K 408 -94 -19%
USCWA
1021
U.S. Capital Wealth Advisors
Texas
$180K 406 +406 New
EI
1022
Ellevest Inc
New York
$163K 367 – –
BC
1023
Blackhill Capital
New Jersey
$155K 351 – –
SVCP
1024
Silicon Valley Capital Partners
California
$152K 344 +344 New
AIM
1025
Arcadia Investment Management
Michigan
$151K 342 -15 -4%
39 40
41
42 43