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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

683 hedge funds and large institutions have $10.8B invested in SPDR S&P MidCap 400 ETF Trust in 2016 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 206 increasing their positions, 226 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+70
Holders Change %
+11.42%
% of All Funds
17.1%
Holding in Top 10
109
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.86%
% of All Funds
2.73%
New
111
Increased
206
Reduced
226
Closed
33
Calls
$801M
Puts
$593M
Net Calls
+$207M
Net Calls Change
-$227M

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
$234M
2
AllianceBernstein
AllianceBernstein
Tennessee
$122M
3
Wells Fargo
Wells Fargo
California
$791M
4
State Street
State Street
Massachusetts
$173M
5
Morgan Stanley
Morgan Stanley
New York
$568M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$143M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$47.6M
3
SG Americas Securities
SG Americas Securities
New York
$2.34M
4
Citigroup
Citigroup
New York
$490M
5
KPAG
KLS Professional Advisors Group
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
326
Baker Avenue Asset Management
California
$1.57M -$103K -340 -6%
LWA
327
Lowe Wealth Advisors
Maryland
$1.57M -$79.6K -264 -5%
PTB
328
Pioneer Trust Bank
Oregon
$1.57M +$133K +440 +9%
Capital Fund Management (CFM)
329
Capital Fund Management (CFM)
France
$1.57M -$2.59M -8,574 -62%
ZIG
330
Zurich Insurance Group
Switzerland
$1.55M +$1.55M +5,146 New
SFS
331
Sowell Financial Services
Arkansas
$1.54M +$1.54M +4,889 New
CCFCSB
332
Cape Cod Five Cents Savings Bank
Massachusetts
$1.49M -$49.5K -164 -3%
AF
333
Aldebaran Financial
$1.48M +$215K +712 +17%
1IA
334
1834 Investment Advisors
Wisconsin
$1.48M -$96.6K -320 -6%
DIA
335
Dana Investment Advisors
Wisconsin
$1.44M +$130K +430 +10%
IWA
336
Intercontinental Wealth Advisors
Texas
$1.4M +$275K +913 +24%
BWFA
337
Baltimore-Washington Financial Advisors
Maryland
$1.37M +$842K +2,793 +159%
WCM
338
Wunderlich Capital Managemnt
Tennessee
$1.36M -$6.04K -20 -0.4%
LFAS
339
Level Four Advisory Services
Texas
$1.36M +$1.36M +4,505 New
PAS
340
Partnervest Advisory Services
California
$1.31M -$5.73K -19 -0.4%
WPA
341
West Paces Advisors
Georgia
$1.31M +$1.31M +4,335 New
BWM
342
BigSur Wealth Management
Florida
$1.3M +$1.3M +4,300 New
BUB
343
BBVA USA Bancshares
Texas
$1.29M +$17.2K +57 +1%
SIC
344
Shoker Investment Counsel
Ohio
$1.27M -$2.11K -7 -0.2%
CA
345
Cetera Advisors
Colorado
$1.26M +$22.6K +75 +2%
NEPWA
346
New England Private Wealth Advisors
Massachusetts
$1.26M – – –
ST
347
Spinnaker Trust
Maine
$1.26M – – –
PP
348
Pegasus Partners
Wisconsin
$1.23M +$22K +73 +2%
MIFH
349
Migdal Insurance & Financial Holdings
Israel
$1.22M +$1.22M +4,028 New
BFM
350
Boston Financial Management
Massachusetts
$1.21M -$47.1K -156 -4%
12 13
14
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