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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 %
ZAM
1151
Zevin Asset Management
Massachusetts
– -$269K -559 Closed
CSPAM
1152
Cary Street Partners Asset Management
Virginia
– -$266K -553 Closed
AWA
1153
Arete Wealth Advisors
Illinois
– -$266K -552 Closed
CWM
1154
Chesapeake Wealth Management
Virginia
– -$252K -525 Closed
COF
1155
Capital One Financial
Virginia
– -$242K -503 Closed
HW
1156
Hedeker Wealth
Illinois
– -$234K -487 Closed
TSS
1157
Thomas Story & Son
Indiana
– -$233K -485 Closed
Kovitz Investment Group Partners
1158
Kovitz Investment Group Partners
Illinois
– -$229K -476 Closed
CAAS
1159
Capital Asset Advisory Services
Michigan
– -$227K -470 Closed
OFS
1160
Orrstown Financial Services
Pennsylvania
– -$224K -466 Closed
EHPM
1161
Emery Howard Portfolio Management
California
– -$224K -466 Closed
NCM
1162
Noesis Capital Mangement
Florida
– -$215K -448 Closed
ICG
1163
InterOcean Capital Group
Tennessee
– -$210K -436 Closed
BAM
1164
Blueshift Asset Management
New Jersey
– -$200K -416 Closed
SAI
1165
Systematic Alpha Investments
New Jersey
– -$153K -300 Closed
CDIA
1166
Capital Directions Investment Advisors
Georgia
– -$91K -190 Closed
KIG
1167
Kowal Investment Group
Wisconsin
– -$69K -143 Closed
GKWIM
1168
Gerber Kawasaki Wealth & Investment Management
California
– -$57K -120 Closed
IFA
1169
Interactive Financial Advisors
Illinois
– -$52K -109 Closed
EWA
1170
Evolution Wealth Advisors
Florida
– -$48K -100 Closed
HA
1171
Herold Advisors
New York
– -$48K -100 Closed
PWM
1172
Prentice Wealth Management
New York
– -$25K -52 Closed
JPLA
1173
Joseph P. Lucia & Associates
New York
– -$24K -50 Closed
DWP
1174
Destiny Wealth Partners
Florida
– -$22K -45 Closed
TWP
1175
TFO Wealth Partners
Ohio
– -$15K -32 Closed
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