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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

555 hedge funds and large institutions have $9.11B invested in SPDR S&P MidCap 400 ETF Trust in 2014 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 182 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
+48
Holders Change %
+9.47%
% of All Funds
14.81%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
87
Increased
173
Reduced
182
Closed
31
Calls
$614M
Puts
$985M
Net Calls
-$371M
Net Calls Change
-$311M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$207M
3
FIM
Freedom Investment Management
Connecticut
+$83.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$68M
5
MCM
MAI Capital Management
Ohio
+$57.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$285M
2
CM
Churchill Management
California
-$110M
3
CS
Credit Suisse
Switzerland
-$102M
4
Goldman Sachs
Goldman Sachs
New York
-$96.2M
5
LPL Financial
LPL Financial
California
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
326
Leavell Investment Management
Alabama
$838K -$113K -430 -12%
SRC
327
Shufro Rose & Co
New York
$833K -$1.32K -5 -0.2%
BTNA
328
Bremer Trust National Association
Minnesota
$819K -$17.4K -66 -2%
MFBTD
329
MB Financial Bank - Trust Department
Illinois
$814K -$1.19M -4,498 -59%
DY
330
Dowling & Yahnke
California
$811K +$104K +394 +15%
NCM
331
Noesis Capital Mangement
Florida
$798K +$4.22K +16 +0.5%
MMM
332
Mendel Money Management
Illinois
$787K +$5.28K +20 +0.7%
AA
333
Alesco Advisors
New York
$783K – – –
SC
334
SouthState Corp
Florida
$770K -$64.4K -244 -8%
UBS AM
335
UBS AM
Illinois
$769K +$769K +2,913 New
MC
336
Martin & Co
Tennessee
$766K – – –
BBA
337
BLB&B Advisors
Pennsylvania
$763K -$8.18K -31 -1%
OMC
338
Overbrook Management Corp
New York
$760K +$396K +1,500 +109%
PI
339
Putnam Investments
Massachusetts
$740K +$26.9K +102 +4%
EIM
340
Emerson Investment Management
Massachusetts
$722K – – –
PWAP
341
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$716K – – –
CSIC
342
Clifford Swan Investment Counsel
California
$694K – – –
BRWM
343
B. Riley Wealth Management
Tennessee
$692K -$53.8K -204 -7%
AF
344
Arrow Financial
New York
$686K -$597K -2,261 -47%
PFP
345
Pinnacle Financial Partners
Tennessee
$682K +$166K +629 +32%
HSA
346
HBK Sorce Advisory
Pennsylvania
$669K – – –
CRIG
347
Charter Research & Investment Group
Connecticut
$665K +$665K +2,520 New
PFG
348
Pacific Financial Group
Washington
$659K +$792 +3 +0.1%
RT
349
Rockland Trust
Massachusetts
$659K +$171K +649 +35%
CBN
350
Cadence Bank NA
Texas
$656K – – –
12 13
14
15 16