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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

696 hedge funds and large institutions have $10.4B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.38%
Holding in Top 10
92
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.16%
% of All Funds
2.3%
New
55
Increased
187
Reduced
270
Closed
39
Calls
$728M
Puts
$460M
Net Calls
+$269M
Net Calls Change
+$86.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
$92.5M
2
QIM
Quantitative Investment Management
Virginia
$61.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$89.3M
4
SG Americas Securities
SG Americas Securities
New York
$147M
5
Squarepoint
Squarepoint
New York
$23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$548M
2
Citigroup
Citigroup
New York
$11.1M
3
Victory Capital Management
Victory Capital Management
Texas
$50.3M
4
Bank of America
Bank of America
North Carolina
$683M
5
Goldman Sachs
Goldman Sachs
New York
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
301
BFSG LLC
California
$1.78M -$421K -1,290 -19%
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$1.77M +$171K +525 +11%
LWA
303
Lowe Wealth Advisors
Maryland
$1.72M +$10.4K +32 +0.6%
GW
304
GW & Wade
Massachusetts
$1.71M – – –
Jacobs Levy Equity Management
305
Jacobs Levy Equity Management
New Jersey
$1.66M – – –
IT
306
Independence Trust
Tennessee
$1.63M -$16.3K -50 -1%
TIA
307
Tiemann Investment Advisors
California
$1.63M -$16.3K -50 -1%
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$1.63M -$20.9K -64 -1%
CWM
309
Cornerstone Wealth Management
Missouri
$1.6M +$847K +2,559 +113%
CA
310
Cambridge Advisors
Nebraska
$1.59M – – –
CCFCSB
311
Cape Cod Five Cents Savings Bank
Massachusetts
$1.58M -$4.9K -15 -0.3%
LFAS
312
Level Four Advisory Services
Texas
$1.57M -$390K -1,194 -20%
SPIA
313
Steward Partners Investment Advisory
New York
$1.53M +$459K +1,408 +43%
WCM
314
Wunderlich Capital Managemnt
Tennessee
$1.51M -$160K -489 -10%
BAAM
315
Baker Avenue Asset Management
California
$1.51M -$32.6K -100 -2%
GLA
316
Great Lakes Advisors
Illinois
$1.51M -$424K -1,299 -22%
PP
317
Paloma Partners
Connecticut
$1.5M +$1.5M +4,600 New
HIM
318
Hanlon Investment Management
New Jersey
$1.49M +$1.49M +4,552 New
1IA
319
1834 Investment Advisors
Wisconsin
$1.48M -$8.16K -25 -0.5%
LWM
320
Lyell Wealth Management
California
$1.48M -$46.5K -142 -3%
LPIC
321
LeJeune Puetz Investment Counsel
Michigan
$1.47M – – –
CGA
322
Crescent Grove Advisors
Illinois
$1.46M – – –
SAM
323
Silvercrest Asset Management
New York
$1.46M -$114K -350 -7%
TFA
324
Transamerica Financial Advisors
Florida
$1.45M +$1.45M +4,445 +148,167%
BWM
325
BigSur Wealth Management
Florida
$1.41M – – –
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