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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

855 hedge funds and large institutions have $11B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.6%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$157M
2
Citigroup
2
Citigroup
New York
$221M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$93.5M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$56.2M
5
MIM
5
MetLife Investment Management
New Jersey
$32.1M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$218K
2
Wells Fargo
2
Wells Fargo
California
$765M
3
Goldman Sachs
3
Goldman Sachs
New York
$162M
4
Barclays
4
Barclays
United Kingdom
$27.9M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Modera Wealth Management
New Jersey
$4.8M -$24.1K -68 -0.5%
WJA
227
Williams Jones & Associates
New York
$4.75M -$504K -1,422 -10%
VFPI
228
Vantage Financial Partners (Illinois)
Illinois
$4.74M +$266K +750 +6%
CF
229
Centaurus Financial
California
$4.74M +$3.1M +8,753 +190%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$4.73M +$292K +823 +7%
FAAS
231
First Allied Advisory Services
California
$4.69M -$294K -828 -6%
MPPLM
232
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.69M +$102K +287 +2%
BWAM
233
Boyd Watterson Asset Management
Ohio
$4.65M – – –
CA
234
Calton & Associates
Florida
$4.62M -$184K -520 -4%
BWFA
235
Baltimore-Washington Financial Advisors
Maryland
$4.6M +$34.7K +98 +0.8%
PWP
236
Personal Wealth Partners
Minnesota
$4.53M -$163K -460 -3%
BPB
237
Badgley, Phelps & Bell
Washington
$4.48M -$357K -1,007 -7%
B
238
Bridgeworth
Alabama
$4.42M -$240K -676 -5%
PWG
239
Private Wealth Group
Florida
$4.32M +$2.15M +6,060 +99%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$4.27M +$4.02M +11,323 +1,549%
LC
241
Lourd Capital
California
$4.26M -$60.3K -170 -1%
PCP
242
Proficio Capital Partners
Massachusetts
$4.25M – – –
SBWM
243
Sunflower Bank Wealth Management
Arizona
$4.25M -$35.5K -100 -0.8%
AWM
244
Affinity Wealth Management
Delaware
$4.14M -$123K -346 -3%
SHGA
245
Sand Hill Global Advisors
California
$4.14M -$1.79M -5,041 -30%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$4.06M -$145K -410 -3%
PP
247
Pegasus Partners
Wisconsin
$4.02M -$17.7K -50 -0.4%
FHA
248
First Horizon Advisors
Tennessee
$3.94M +$3.19K +9 +0.1%
EK
249
Evensky & Katz
Florida
$3.92M -$17.4K -49 -0.4%
SF
250
Synovus Financial
Georgia
$3.86M – – –
8 9
10
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