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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 %
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$2M 7,196 -54 -0.7%
BSA
252
Braun Stacey Associates
New York
$1.97M 7,106 +57 +0.8%
PCMK
253
Paragon Capital Management (Kansas)
Kansas
$1.95M 7,035 -25 -0.4%
MBT
254
Montecito Bank & Trust
California
$1.89M 6,827 -25 -0.4%
SAM
255
Silvercrest Asset Management
New York
$1.89M 6,799 -1,556 -19%
WRM
256
Westport Resources Management
Connecticut
$1.88M 6,765 +170 +3%
FANJ
257
Financial Architects (New Jersey)
New Jersey
– – – –
ASN
258
Advisory Services Network
Georgia
$1.83M 6,539 +2,815 +76%
AL
259
Agran Libbie
California
$1.82M 6,572 -255 -4%
HR
260
Howe & Rusling
New York
$1.81M 6,544 +185 +3%
AMG
261
Asset Management Group
Connecticut
$1.81M 6,539 +198 +3%
SIC
262
Shoker Investment Counsel
Ohio
$1.78M 6,415 +1 +0%
UBWV
263
United Bank (West Virginia)
West Virginia
$1.78M 6,407 +1,914 +43%
CCMG
264
Clark Capital Management Group
Pennsylvania
$1.77M 6,388 -15,461 -71%
RTS
265
Round Table Services
New Jersey
$1.71M 6,152 +1,106 +22%
EC
266
Estate Counselors
Wisconsin
$1.7M 6,125 -8,810 -59%
CPA
267
Court Place Advisors
Maryland
$1.68M 6,055 +35 +0.6%
LFM
268
Lumina Fund Management
New York
$1.66M 6,000 – –
FLPIM
269
F.L. Putnam Investment Management
Massachusetts
$1.66M 5,999 +10 +0.2%
SPC
270
Sigma Planning Corp
Michigan
$1.65M 5,958 +75 +1%
Parallax Volatility Advisers
271
Parallax Volatility Advisers
California
$1.65M 5,934 +5,930 +148,250%
GHAM
272
Gilman Hill Asset Management
Connecticut
$1.64M 5,909 – –
AIM
273
Advantage Investment Management
Iowa
$1.61M 5,794 +4,918 +561%
FAAM
274
First Allied Asset Management
California
$1.6M 5,782 +534 +10%
Comerica Bank
275
Comerica Bank
Texas
$1.56M 5,634 -4,314 -43%
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