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

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
2
Bank of America
Bank of America
North Carolina
$834M
3
AllianceBernstein
AllianceBernstein
Tennessee
$47.4M
4
Morgan Stanley
Morgan Stanley
New York
$401M
5
UBS Group
UBS Group
Switzerland
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
201
Retirement Income Solutions
Michigan
$5.35M -$375K -906 -7%
SCA
202
STALEY CAPITAL ADVISERS
Pennsylvania
$5.34M -$40.1K -97 -0.7%
AI
203
Atria Investments
North Carolina
$5.33M +$4.2M +10,147 +371%
MPPLM
204
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.3M -$1.67M -4,034 -24%
LNC
205
Lincoln National Corp
Pennsylvania
$5.28M +$440K +1,063 +9%
UL
206
Unionview LLC
Washington
$5.27M +$324K +783 +7%
WANY
207
Wealthspire Advisors (New York)
New York
$5.24M +$1.51M +3,663 +41%
FHA
208
First Horizon Advisors
Tennessee
$5.13M +$150K +363 +3%
Franklin Resources
209
Franklin Resources
California
$5.12M +$677K +1,638 +15%
SHGA
210
Sand Hill Global Advisors
California
$4.93M +$310K +750 +7%
SPIA
211
Steward Partners Investment Advisory
New York
$4.89M +$39.3K +95 +0.8%
PWMAG
212
Pinnacle Wealth Management Advisory Group
New Jersey
$4.88M -$16.5K -40 -0.3%
JF
213
Jump Financial
Illinois
$4.87M -$17M -41,155 -78%
M
214
MOTCO
Texas
$4.85M -$55.4K -134 -1%
MWM
215
Modera Wealth Management
New Jersey
$4.81M -$155K -376 -3%
PAM
216
Peak Asset Management
Colorado
$4.71M -$12.4K -30 -0.3%
ATFA
217
All Terrain Financial Advisors
Minnesota
$4.68M -$751K -1,816 -14%
APA
218
American Portfolios Advisors
New York
$4.64M +$1.82M +4,401 +65%
JSW
219
Journey Strategic Wealth
New Jersey
$4.61M – – –
IFPG
220
Intrepid Financial Planning Group
Indiana
$4.61M +$4.61M +11,149 New
ATC
221
Adirondack Trust Company
New York
$4.55M -$311K -752 -6%
SC
222
Savant Capital
Illinois
$4.54M +$43.8K +106 +1%
LI
223
Latigo Investments
Florida
$4.53M – – –
RWB
224
RMR Wealth Builders
New Jersey
$4.45M +$349K +845 +9%
CCFCSB
225
Cape Cod Five Cents Savings Bank
Massachusetts
$4.41M +$1.1M +2,669 +33%
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