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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

580 hedge funds and large institutions have $8.8B invested in SPDR S&P MidCap 400 ETF Trust in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 182 increasing their positions, 206 reducing their positions, and 37 closing their positions.

Holders
580
Holders Change
+25
Holders Change %
+4.5%
% of All Funds
15.47%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.95%
New
67
Increased
182
Reduced
206
Closed
37
Calls
$541M
Puts
$793M
Net Calls
-$252M
Net Calls Change
+$120M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$522M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$61.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$304M
4
RMPT
4
Raytheon Master Pension Trust
Massachusetts
$46.5M
5
UCFA
5
United Capital Financial Advisors
Texas
$32.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$84.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.4M
3
UBS Group
3
UBS Group
Switzerland
$485M
4
Bank of America
4
Bank of America
North Carolina
$661M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
226
Merriman Wealth Management
Washington
$2.54M 9,100 -600 -6%
GWA
227
Genesis Wealth Advisors
Massachusetts
$2.48M 8,986 -237 -3%
AI
228
Atria Investments
North Carolina
$2.44M 8,786 -91 -1%
PMFA
229
Plante Moran Financial Advisors
Michigan
$2.41M 8,699 +7,748 +815%
FNBOMD
230
First National Bank of Mount Dora
Florida
$2.38M 8,583 -215 -2%
NL
231
NWAM LLC
Washington
$2.36M 8,503 +8,503 New
CCFCSB
232
Cape Cod Five Cents Savings Bank
Massachusetts
$2.35M 8,473 -25 -0.3%
GA
233
Geneva Advisors
Illinois
$2.33M 8,408 +200 +2%
TCIM
234
TIAA CREF Investment Management
New York
$2.33M 8,400 – –
CFC
235
Coyle Financial Counsel
Illinois
$2.3M 8,298 -415 -5%
ICAS
236
Investors Capital Advisory Services
Massachusetts
$2.3M 8,292 +38 +0.5%
PAG
237
Pinnacle Advisory Group
Maryland
$2.23M 8,157 – –
WJA
238
Williams Jones & Associates
New York
$2.23M 8,026 +75 +0.9%
Jacobs Levy Equity Management
239
Jacobs Levy Equity Management
New Jersey
$2.22M 8,000 -2,500 -24%
RMDI
240
R.M. Davis Inc
Maine
$2.22M 8,000 -60 -0.7%
MCWS
241
McKinley Carter Wealth Services
West Virginia
$2.19M 7,886 – –
TDC
242
Thompson Davis & Co
Virginia
$2.16M 7,776 +2,009 +35%
IT
243
Independence Trust
Tennessee
$2.16M 7,773 +15 +0.2%
FPCM
244
Financial Partners Capital Management
New York
$2.15M 7,757 -10 -0.1%
HighTower Advisors
245
HighTower Advisors
Illinois
$2.15M 7,751 +873 +13%
MFS
246
MSI Financial Services
Massachusetts
$2.11M 7,620 +4,416 +138%
ALA
247
Atherton Lane Advisers
California
$2.11M 7,611 -64 -0.8%
CT
248
Coastline Trust
Rhode Island
$2.1M 7,576 -10 -0.1%
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$2.1M 7,565 +187 +3%
WB
250
WesBanco Bank
West Virginia
$2.04M 7,352 -445 -6%
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