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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

683 hedge funds and large institutions have $10.8B invested in SPDR S&P MidCap 400 ETF Trust in 2016 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 206 increasing their positions, 226 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+70
Holders Change %
+11.42%
% of All Funds
17.1%
Holding in Top 10
109
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.86%
% of All Funds
2.73%
New
111
Increased
206
Reduced
226
Closed
33
Calls
$801M
Puts
$593M
Net Calls
+$207M
Net Calls Change
-$227M

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
$234M
2
AllianceBernstein
AllianceBernstein
Tennessee
$122M
3
Wells Fargo
Wells Fargo
California
$791M
4
State Street
State Street
Massachusetts
$173M
5
Morgan Stanley
Morgan Stanley
New York
$568M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$143M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$47.6M
3
SG Americas Securities
SG Americas Securities
New York
$2.34M
4
Citigroup
Citigroup
New York
$490M
5
KPAG
KLS Professional Advisors Group
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
251
Geneva Advisors
Illinois
$3.37M +$726K +2,405 +27%
CFC
252
Coyle Financial Counsel
Illinois
$3.37M -$475K -1,573 -12%
SAM
253
Southernsun Asset Management
Tennessee
$3.31M +$3.31M +10,974 New
WIC
254
Whitegate Investment Counselors
New Hampshire
$3.3M +$3.92K +13 +0.1%
NL
255
NWAM LLC
Washington
$3.29M +$368K +1,220 +13%
FCH
256
Freestone Capital Holdings
Washington
$3.27M -$11.2M -37,077 -77%
FCBT
257
First Citizens Bank & Trust
North Carolina
$3.26M -$556K -1,844 -15%
BC
258
Brinker Capital
Pennsylvania
$3.23M -$133K -438 -4%
SFG
259
SNS Financial Group
Minnesota
$3.18M -$26.6K -88 -0.8%
KM
260
Kalos Management
Georgia
$3.12M +$1.57M +5,198 +101%
SAM
261
Sawgrass Asset Management
Florida
$3.09M -$12.1K -40 -0.4%
HFS
262
HL Financial Services
Kentucky
$3.02M +$670K +2,220 +28%
CPA
263
Capital Planning Advisors
California
$3M -$167K -555 -5%
LNC
264
Lincoln National Corp
Pennsylvania
$2.99M +$215K +711 +8%
RTS
265
Round Table Services
New Jersey
$2.95M -$1.31M -4,348 -31%
CC
266
Courier Capital
New York
$2.95M -$10.9K -36 -0.4%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$2.95M -$4.85K -16 -0.2%
CBT
268
Central Bank & Trust
Kentucky
$2.92M +$19.9K +66 +0.7%
SCG
269
Sonata Capital Group
Washington
$2.9M – – –
PMFA
270
Plante Moran Financial Advisors
Michigan
$2.82M +$275K +910 +11%
VC
271
Vicus Capital
Pennsylvania
$2.78M +$246K +815 +10%
BTS
272
BB&T Securities
Virginia
$2.75M – – –
BA
273
Bristlecone Advisors
Washington
$2.72M +$793K +2,629 +41%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$2.67M +$2.06M +6,817 +336%
CA
275
Cumberland Advisors
Florida
$2.61M -$196K -650 -7%
9 10
11
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