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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.

New
Increased
Maintained
Reduced
Closed
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
Northwestern Mutual Wealth Management
Wisconsin
$197M
2
CCA
Conservest Capital Advisors
Pennsylvania
$109M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
4
Bessemer Group
Bessemer Group
New Jersey
$75.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$173M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58.3M
2
BC
Brookfield Corp
Ontario, Canada
$22.8M
3
Victory Capital Management
Victory Capital Management
Texas
$2.3M
4
Squarepoint
Squarepoint
New York
$0
5
Verition Fund Management
Verition Fund Management
Connecticut
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
201
Financial Engines Advisors
California
$6.02M -$6.86M -15,433 -53%
BB
202
Busey Bank
Illinois
$5.99M – – –
CCM
203
Colorado Capital Management
Colorado
$5.98M -$166K -376 -3%
CTA
204
Chesley Taft & Associates
Illinois
$5.94M +$79.3K +179 +1%
CB
205
Community Bank
New York
$5.88M -$98.3K -222 -2%
MHWM
206
Montz Harcus Wealth Management
Louisiana
$5.81M -$86.3K -195 -1%
AIP
207
Ameritas Investment Partners
Nebraska
$5.69M +$472K +1,000 +9%
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$5.63M -$25.2K -57 -0.4%
RIS
209
Retirement Income Solutions
Michigan
$5.5M -$228K -515 -4%
LNC
210
Lincoln National Corp
Pennsylvania
$5.48M -$182K -410 -3%
Franklin Resources
211
Franklin Resources
California
$5.46M -$33.2K -75 -0.6%
RWB
212
RMR Wealth Builders
New Jersey
$5.43M +$256K +579 +5%
BONH
213
Bank of New Hampshire
New Hampshire
$5.36M -$568K -1,283 -10%
FHA
214
First Horizon Advisors
Tennessee
$5.31M – – –
MCCA
215
Mill Creek Capital Advisors
Pennsylvania
$5.29M +$5.29M +11,955 New
SHGA
216
Sand Hill Global Advisors
California
$5.26M – – –
ATFA
217
All Terrain Financial Advisors
Minnesota
$5.12M -$135K -306 -3%
PWMAG
218
Pinnacle Wealth Management Advisory Group
New Jersey
$5.1M -$128K -290 -2%
PAM
219
Peak Asset Management
Colorado
$5.03M -$11.5K -26 -0.2%
WANY
220
Wealthspire Advisors (New York)
New York
$4.99M -$818K -1,847 -14%
VFPI
221
Vantage Financial Partners (Illinois)
Illinois
$4.95M +$864K +1,952 +21%
JSW
222
Journey Strategic Wealth
New Jersey
$4.94M – – –
M
223
MOTCO
Texas
$4.93M -$7.97K -18 -0.2%
LI
224
Latigo Investments
Florida
$4.85M – – –
ATC
225
Adirondack Trust Company
New York
$4.85M -$82.4K -186 -2%
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