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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

509 hedge funds and large institutions have $9.44B invested in SPDR S&P MidCap 400 ETF Trust in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
-12
Holders Change %
-2.3%
% of All Funds
14.64%
Holding in Top 10
70
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.41%
% of All Funds
2.01%
New
31
Increased
171
Reduced
190
Closed
42
Calls
$613M
Puts
$933M
Net Calls
-$320M
Net Calls Change
-$33.5M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$232M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$151M
3
Citigroup
3
Citigroup
New York
$184M
4
U
4
UBS
Switzerland
$338M
5
Goldman Sachs
5
Goldman Sachs
New York
$434M

Top Sellers

1
RI
1
Relational Investors
California
$16.2M
2
Jane Street
2
Jane Street
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$377M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$76.5M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
301
Telemus Capital
Michigan
$969K – – –
RCM
302
Rotella Capital Management
Washington
$965K -$703K -2,700 -42%
KT
303
Kanaly Trust
Texas
$948K +$1.82K +7 +0.2%
CBB
304
Citizens Business Bank
California
$946K -$114K -439 -11%
MFS
305
MSI Financial Services
Massachusetts
$916K +$30.7K +118 +3%
HFS
306
HL Financial Services
Kentucky
$910K -$70.3K -270 -7%
WA
307
WFG Advisors
Texas
$893K +$33.9K +130 +4%
GIA
308
Granite Investment Advisors
New Hampshire
$871K – – –
BG
309
Bahl & Gaynor
Ohio
$871K – – –
AWA
310
Arete Wealth Advisors
Illinois
$835K – – –
SRC
311
Shufro Rose & Co
New York
$824K -$78.1K -300 -9%
DWT
312
Dorsey & Whitney Trust
South Dakota
$807K – – –
CHFS
313
Cobble Hill Financial Services
New Jersey
$782K – – –
MC
314
Middleton & Co
Massachusetts
$782K – – –
AA
315
Alesco Advisors
New York
$773K -$19.6K -75 -2%
BSWMG
316
Barrington Strategic Wealth Management Group
Illinois
$764K -$54.7K -210 -7%
BRWM
317
B. Riley Wealth Management
Tennessee
$752K -$112K -429 -13%
EIM
318
Emerson Investment Management
Massachusetts
$752K -$104K -400 -12%
FTIOP
319
Fiduciary Trust International of Pennsylvania
Pennsylvania
$751K -$26.1K -100 -3%
DY
320
Dowling & Yahnke
California
$751K – – –
ATC
321
Argent Trust Company
Louisiana
$749K +$749K +2,874 New
OFS
322
Orrstown Financial Services
Pennsylvania
$734K -$109K -420 -13%
PWAP
323
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$706K -$8.33K -32 -1%
IPC
324
Independent Portfolio Consultants
Florida
$700K -$597K -2,290 -46%
Nomura Holdings
325
Nomura Holdings
Japan
$690K -$350K -1,345 -34%
11 12
13
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