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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 %
FFC
301
First Financial Corp
Indiana
$1.2M 4,327 -820 -16%
RCM
302
Rotella Capital Management
Washington
$1.19M 4,305 -2,600 -38%
WCM
303
Wunderlich Capital Managemnt
Tennessee
$1.19M 4,321 – –
HFS
304
HL Financial Services
Kentucky
$1.17M 4,220 +171 +4%
BUB
305
BBVA USA Bancshares
Texas
$1.17M 4,216 – –
NEPWA
306
New England Private Wealth Advisors
Massachusetts
$1.16M 4,187 – –
ST
307
Spinnaker Trust
Maine
$1.15M 4,154 -488 -11%
LPT
308
Legacy Private Trust
Wisconsin
$1.15M 4,145 -828 -17%
WC
309
Whitnell & Co
Illinois
$1.14M 4,096 -15 -0.4%
SBH
310
Segall Bryant & Hamill
Illinois
$1.13M 4,062 – –
BlackRock
311
BlackRock
New York
$1.09M 3,925 +3,925 New
DWT
312
Dorsey & Whitney Trust
South Dakota
$1.08M 3,906 – –
KeyBank National Association
313
KeyBank National Association
Ohio
$1.07M 3,856 -945 -20%
PFP
314
Pinnacle Financial Partners
Tennessee
$1.05M 3,783 +1,197 +46%
TC
315
Telemus Capital
Michigan
$1.03M 3,717 -1 -0%
FIG
316
FundX Investment Group
California
$998K 3,600 +3,600 New
FHC
317
First Heartland Consultants
Missouri
$983K 3,547 +1,177 +50%
CAM
318
Cidel Asset Management
Ontario, Canada
$980K 3,535 +3,535 New
NCM
319
Neumann Capital Management
California
$976K 3,520 – –
CAS
320
Cue Advisory Services
Arizona
$966K 3,465 +114 +3%
CBB
321
Citizens Business Bank
California
$954K 3,438 -139 -4%
OMC
322
Overbrook Management Corp
New York
$928K 3,349 +470 +16%
GIA
323
Granite Investment Advisors
New Hampshire
$927K 3,342 – –
Neuberger Berman Group
324
Neuberger Berman Group
New York
$923K 3,330 -244 -7%
BG
325
Bahl & Gaynor
Ohio
$899K 3,241 -44 -1%
11 12
13
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