MDY icon

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 %
TPSF
351
Texas Permanent School Fund
Texas
$1.21M -$1.75M -5,800 -59%
CHJWM
352
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.19M +$164K +545 +16%
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.18M -$187K -619 -14%
UBS AM
354
UBS AM
Illinois
$1.18M -$59.7K -198 -5%
BG
355
Bahl & Gaynor
Ohio
$1.15M – – –
DY
356
Dowling & Yahnke
California
$1.15M -$34.7K -115 -3%
CIM
357
Cetera Investment Management
California
$1.15M – – –
SBH
358
Segall Bryant & Hamill
Illinois
$1.14M – – –
LWM
359
Lyell Wealth Management
California
$1.13M +$1.13M +3,736 New
TC
360
Telemus Capital
Michigan
$1.12M -$534K -1,769 -32%
UBWV
361
United Bank (West Virginia)
West Virginia
$1.1M -$30.5K -101 -3%
WC
362
Woodstock Corp
Massachusetts
$1.1M – – –
GWM
363
Geneos Wealth Management
Colorado
$1.09M -$100K -333 -8%
DWT
364
Dorsey & Whitney Trust
South Dakota
$1.07M -$111K -367 -9%
CBB
365
Citizens Business Bank
California
$1.07M -$6.64K -22 -0.6%
CAS
366
Cue Advisory Services
Arizona
$1.06M -$30.2K -100 -3%
TI
367
Truepoint Inc
Ohio
$1.05M +$616K +1,999 +143%
MSAM
368
Moloney Securities Asset Management
Missouri
$1.04M +$1.04M +3,443 New
ICOA
369
Investment Centers of America
North Dakota
$1.04M +$272K +903 +35%
GAG
370
GM Advisory Group
New York
$1.03M +$1.03M +3,411 New
AFP
371
Ausdal Financial Partners
Iowa
$1.03M +$1.03M +3,421 New
Franklin Resources
372
Franklin Resources
California
$1M – – –
MCM
373
Manchester Capital Management
Vermont
$1M -$922K – –
SSG
374
Summit Securities Group
New York
$996K +$996K +3,300 New
CL
375
Choreo LLC
Illinois
$995K +$261K +863 +36%
13 14
15
16 17