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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

572 hedge funds and large institutions have $9.29B invested in SPDR S&P MidCap 400 ETF Trust in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 211 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-8
Holders Change %
-1.38%
% of All Funds
15.43%
Holding in Top 10
82
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.33%
% of All Funds
2.21%
New
48
Increased
211
Reduced
183
Closed
48
Calls
$548M
Puts
$533M
Net Calls
+$15.3M
Net Calls Change
+$267M

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$303M
2
Victory Capital Management
2
Victory Capital Management
Texas
$201M
3
Wells Fargo
3
Wells Fargo
California
$685M
4
Morgan Stanley
4
Morgan Stanley
New York
$364M
5
MSU
5
Mizuho Securities USA
New York
$49.8M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$427K
2
UBS Group
2
UBS Group
Switzerland
$412M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60.5M
4
HNB
4
Huntington National Bank
Ohio
$22.6M
5
V
5
Veritable
Delaware
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRIG
351
Charter Research & Investment Group
Connecticut
$691K +$2.19K +8 +0.3%
NCM
352
Noesis Capital Mangement
Florida
$689K -$106K -388 -13%
PFG
353
Pacific Financial Group
Washington
$676K -$13.4K -49 -2%
OFS
354
Orrstown Financial Services
Pennsylvania
$669K – – –
ISB
355
Iowa State Bank
Iowa
$669K – – –
BRWA
356
B. Riley Wealth Advisors
Florida
$668K +$66.5K +243 +11%
DIA
357
Dana Investment Advisors
Wisconsin
$660K +$7.92K +29 +1%
NSIM
358
North Star Investment Management
Illinois
$659K – – –
ICOA
359
Investment Centers of America
North Dakota
$648K -$101K -369 -13%
GWM
360
Gupta Wealth Management
California
$647K – – –
GLA
361
Great Lakes Advisors
Illinois
$635K +$56K +205 +10%
KC
362
Kingfisher Capital
North Carolina
$626K +$21.3K +78 +4%
BIM
363
BlackRock Investment Management
Delaware
$626K +$193K +706 +44%
BSW
364
Buckingham Strategic Wealth
Missouri
$616K +$18.8K +69 +3%
LJHT
365
Laurie J. Hall Trustee
$615K – – –
IH
366
IFC Holdings
Florida
$606K +$52.1K +187 +9%
DCM
367
Donaldson Capital Management
Indiana
$603K -$34.2K -125 -5%
CIBC World Market
368
CIBC World Market
Ontario, Canada
$602K -$27K -99 -4%
CBU
369
CIBC Bank USA
Illinois
$597K -$5.73K -21 -1%
FTIOP
370
Fiduciary Trust International of Pennsylvania
Pennsylvania
$590K +$54.4K +195 +10%
MC
371
Middleton & Co
Massachusetts
$574K – – –
CCWA
372
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$574K +$574K +2,100 New
MCM
373
Manchester Capital Management
Vermont
$564K -$572K – –
HIC
374
Hartline Investment Corp
Illinois
$560K -$19.1K -70 -3%
NEPPG
375
New England Professional Planning Group
Rhode Island
$559K +$126K +462 +29%
13 14
15
16 17