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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 %
PAS
351
Partnervest Advisory Services
California
$655K +$5.01K +19 +0.8%
QIM
352
Quest Investment Management
Oregon
$653K – – –
OFS
353
Orrstown Financial Services
Pennsylvania
$647K -$71K -269 -10%
ISB
354
Iowa State Bank
Iowa
$647K – – –
NSIM
355
North Star Investment Management
Illinois
$636K +$21.1K +80 +3%
RP
356
Reinhart Partners
Wisconsin
$632K +$264K +1,000 +72%
TAM
357
Tocqueville Asset Management
New York
$632K +$632K +2,395 New
SIC
358
Salem Investment Counselors
North Carolina
$628K – – –
FHC
359
First Heartland Consultants
Missouri
$626K -$5.55K -21 -0.9%
LJHT
360
Laurie J. Hall Trustee
$623K -$26.4K -100 -4%
DIA
361
Dana Investment Advisors
Wisconsin
$620K +$45.4K +172 +8%
GLA
362
Great Lakes Advisors
Illinois
$617K -$1.85K -7 -0.3%
KC
363
Kingfisher Capital
North Carolina
$595K +$36.2K +137 +6%
SWM
364
SVA Wealth Management
Wisconsin
$594K – – –
CBU
365
CIBC Bank USA
Illinois
$578K – – –
BSW
366
Buckingham Strategic Wealth
Missouri
$577K – – –
HIC
367
Hartline Investment Corp
Illinois
$563K – – –
MC
368
Middleton & Co
Massachusetts
$554K – – –
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$547K +$107K +404 +24%
PCM
370
Parsons Capital Management
Rhode Island
$533K -$1.32K -5 -0.2%
GJIC
371
Gamble Jones Investment Counsel
California
$532K -$44.1K -167 -8%
MCM
372
Manchester Capital Management
Vermont
$532K – – –
IG
373
ING Group
Netherlands
$531K +$531K +2,012 New
FTIOP
374
Fiduciary Trust International of Pennsylvania
Pennsylvania
$530K -$221K -835 -29%
ICOA
375
Investment Centers of America
North Dakota
$522K -$300K -1,137 -36%
13 14
15
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