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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 %
ROTUOC
276
Regents of the University of California
California
$1.55M 5,600 – –
PTB
277
Pioneer Trust Bank
Oregon
$1.54M 5,560 +30 +0.5%
HCM
278
Hollencrest Capital Management
California
$1.54M 5,550 – –
Franklin Resources
279
Franklin Resources
California
$1.53M 5,508 -812 -13%
GW
280
GW & Wade
Massachusetts
$1.53M 5,500 -8 -0.1%
CA
281
Cumberland Advisors
Florida
$1.52M 5,485 -1,555 -22%
GA
282
GFS Advisors
Texas
$1.51M 5,445 -400 -7%
PWAP
283
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.5M 5,420 +2,709 +100%
TIA
284
Tiemann Investment Advisors
California
$1.5M 5,415 -300 -5%
JG
285
Jefferies Group
New York
$1.5M 5,412 +850 +19%
LWA
286
Lowe Wealth Advisors
Maryland
$1.48M 5,328 +245 +5%
JFG
287
JMG Financial Group
Illinois
$1.44M 5,175 +737 +17%
FTI
288
Fiduciary Trust International
Massachusetts
$1.41M 5,096 -1,800 -26%
ECM
289
Exchange Capital Management
Michigan
$1.39M 4,996 -94 -2%
RFC
290
Regions Financial Corp
Alabama
$1.37M 4,956 +17 +0.3%
1IA
291
1834 Investment Advisors
Wisconsin
$1.36M 4,915 – –
BAAM
292
Baker Avenue Asset Management
California
$1.36M 4,915 – –
AIA
293
Avalon Investment & Advisory
Texas
$1.33M 4,800 +4,800 New
PI
294
Putnam Investments
Massachusetts
$1.32M 4,746 +1,942 +69%
AllianceBernstein
295
AllianceBernstein
Tennessee
$1.3M 4,700 +1,129 +32%
WP
296
WealthPLAN Partners
Nebraska
$1.3M 4,695 +4,695 New
ICM
297
Ionic Capital Management
New York
$1.25M 4,500 +4,500 New
CG
298
Cleary Gull
Wisconsin
$1.25M 4,500 +4,500 New
WC
299
Woodstock Corp
Massachusetts
$1.25M 4,491 +755 +20%
CA
300
Cambridge Advisors
Nebraska
$1.21M 12,020 +6,495 +118%
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