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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

810 hedge funds and large institutions have $11.6B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 209 increasing their positions, 279 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+114
Holders Change %
+16.38%
% of All Funds
18.4%
Holding in Top 10
107
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.3%
% of All Funds
2.43%
New
146
Increased
209
Reduced
279
Closed
24
Calls
$709M
Puts
$676M
Net Calls
+$33.2M
Net Calls Change
-$235M

Top Buyers

1
Citigroup
1
Citigroup
New York
$362M
2
FIM
2
Freedom Investment Management
Connecticut
$207M
3
Barclays
3
Barclays
United Kingdom
$124M
4
UBS Group
4
UBS Group
Switzerland
$500M
5
Victory Capital Management
5
Victory Capital Management
Texas
$94.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$428M
2
SG Americas Securities
2
SG Americas Securities
New York
$13.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$54.1M
4
V
4
Veritable
Delaware
$496M
5
CS
5
Credit Suisse
Switzerland
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
226
St. Johns Investment Management
Florida
$5.02M -$1.28M -3,694 -20%
FCBT
227
First Citizens Bank & Trust
North Carolina
$5M -$1.02M -2,955 -17%
Legal & General Group
228
Legal & General Group
United Kingdom
$4.91M – – –
MWM
229
Modera Wealth Management
New Jersey
$4.85M -$204K -591 -4%
SWP
230
Stratos Wealth Partners
Ohio
$4.82M -$106K -307 -2%
CA
231
Capital Advantage
California
$4.73M -$170K -493 -3%
BOTW
232
Bank of the West
California
$4.73M -$619K -1,793 -12%
CT
233
Cambridge Trust
Massachusetts
$4.71M -$54.9K -159 -1%
PFP
234
Pinnacle Financial Partners
Tennessee
$4.7M +$5.87K +17 +0.1%
SCA
235
STALEY CAPITAL ADVISERS
Pennsylvania
$4.69M – – –
WJA
236
Williams Jones & Associates
New York
$4.65M +$4.49K +13 +0.1%
PWG
237
Private Wealth Group
Florida
$4.64M +$4.64M +13,439 New
BP
238
Ballentine Partners
Massachusetts
$4.55M -$191K -553 -4%
TVWM
239
Tower View Wealth Management
Wisconsin
$4.43M +$4.43M +12,824 New
BWFA
240
Baltimore-Washington Financial Advisors
Maryland
$4.39M -$335K -971 -7%
BWAM
241
Boyd Watterson Asset Management
Ohio
$4.36M – – –
FFSOTS
242
Fiduciary Financial Services of The Southwest
Texas
$4.29M -$120K -348 -3%
SF
243
Synovus Financial
Georgia
$4.2M +$338K +978 +9%
IWA
244
Intercontinental Wealth Advisors
Texas
$4.16M +$289K +838 +7%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$4.13M +$226K +650 +6%
IA
246
IFP Advisors
Florida
$4.13M -$1.78M -5,158 -30%
SAM
247
Southernsun Asset Management
Tennessee
$4.12M +$4.12M +11,914 New
CPA
248
Capital Planning Advisors
California
$4.04M +$435K +1,260 +12%
SBWM
249
Sunflower Bank Wealth Management
Arizona
$4M +$4M +11,570 New
FPCM
250
Financial Partners Capital Management
New York
$3.95M -$52.5K -152 -1%
8 9
10
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