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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 Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1026
Tyler-Stone Wealth Management
Ohio
$148K – – –
AWM
1027
Avior Wealth Management
Nebraska
$142K -$4.44K -10 -3%
MIA
1028
Milestone Investment Advisors
Wisconsin
$141K +$141K +319 New
JWM
1029
Janiczek Wealth Management
Colorado
$136K – – –
FCA
1030
Fortis Capital Advisors
Kansas
$133K +$133K +300 New
TFP
1031
Tilia Fiduciary Partners
North Carolina
$121K – – –
CIM
1032
Contravisory Investment Management
Massachusetts
$118K -$885 -2 -0.7%
MRCM
1033
M&R Capital Management
New Jersey
$117K +$117K +265 New
SIC
1034
SJS Investment Consulting
Ohio
$116K – – –
JGIA
1035
Jackson Grant Investment Advisers
Connecticut
$115K +$884 +2 +0.8%
RFA
1036
Resurgent Financial Advisors
Georgia
$114K +$114K +256 New
S
1037
SignatureFD
Georgia
$111K +$6.21K +14 +6%
EWM
1038
Evermay Wealth Management
Virginia
$111K – – –
ACM
1039
AUA Capital Management
Pennsylvania
$111K – – –
BBPWM
1040
Blue Bell Private Wealth Management
Pennsylvania
$110K – – –
FMB
1041
Field & Main Bank
Kentucky
$108K +$19.9K +45 +23%
ADL
1042
Asset Dedication LLC
California
$104K – – –
MMG
1043
Monetary Management Group
Missouri
$102K – – –
EBA
1044
Eagle Bay Advisors
New York
$101K -$322K -727 -76%
AWM
1045
Activest Wealth Management
Florida
$99.2K – – –
TIM
1046
Tortoise Investment Management
New York
$97.4K – – –
WIM
1047
Westside Investment Management
California
$97.1K – – –
AWM
1048
Accurate Wealth Management
Florida
$96.3K +$96.3K +210 New
WAS
1049
Winch Advisory Services
Wisconsin
$94K -$39.5K -89 -30%
BCMLT
1050
Beacon Capital Management LLC (Tennessee)
Tennessee
$92.1K -$886 -2 -1%
40 41
42
43 44