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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

685 hedge funds and large institutions have $10.4B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 204 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
17.1%
Holding in Top 10
95
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.77%
% of All Funds
2.37%
New
45
Increased
204
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$731M
2
SG Americas Securities
2
SG Americas Securities
New York
$110M
3
Goldman Sachs
3
Goldman Sachs
New York
$190M
4
Victory Capital Management
4
Victory Capital Management
Texas
$115M
5
SAS
5
Sage Advisory Services
Texas
$60.7M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$584K
2
State Street
2
State Street
Massachusetts
$61.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.6M
4
LPL Financial
4
LPL Financial
California
$136M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Aldebaran Financial
$1.8M +$237K +745 +15%
GHAM
302
Gilman Hill Asset Management
Connecticut
$1.8M -$14K -44 -0.8%
BSA
303
Braun Stacey Associates
New York
$1.75M +$52.4K +165 +3%
ICOA
304
Investment Centers of America
North Dakota
$1.69M +$278K +876 +20%
TC
305
Telemus Capital
Michigan
$1.68M -$4.13K -13 -0.2%
GW
306
GW & Wade
Massachusetts
$1.66M – – –
LWA
307
Lowe Wealth Advisors
Maryland
$1.66M +$13K +41 +0.8%
PTB
308
Pioneer Trust Bank
Oregon
$1.66M – – –
HPC
309
HM Payson & Co
Maine
$1.64M -$497K -1,565 -23%
CHJWM
310
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.64M +$128K +402 +8%
WCM
311
Wunderlich Capital Managemnt
Tennessee
$1.63M +$152K +477 +10%
Jacobs Levy Equity Management
312
Jacobs Levy Equity Management
New Jersey
$1.61M – – –
IT
313
Independence Trust
Tennessee
$1.6M -$318K -1,000 -17%
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$1.6M +$1.24M +3,914 +346%
TIA
315
Tiemann Investment Advisors
California
$1.6M -$72.7K -229 -4%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$1.56M +$322K +1,014 +26%
CA
317
Cambridge Advisors
Nebraska
$1.55M -$31.8K -100 -2%
CCFCSB
318
Cape Cod Five Cents Savings Bank
Massachusetts
$1.55M -$7.94K -25 -0.5%
DIA
319
Dana Investment Advisors
Wisconsin
$1.53M +$318 +1 +0%
SAM
320
Silvercrest Asset Management
New York
$1.53M -$79.4K -250 -5%
BAAM
321
Baker Avenue Asset Management
California
$1.5M -$95.3K -300 -6%
CA
322
Cumberland Advisors
Florida
$1.48M -$13.9M -43,645 -90%
LWM
323
Lyell Wealth Management
California
$1.48M +$171K +536 +13%
1IA
324
1834 Investment Advisors
Wisconsin
$1.45M -$63.5K -200 -4%
KPCM
325
Kings Point Capital Management
New York
$1.45M -$597K -1,880 -29%
11 12
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