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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 %
VFS
376
VSR Financial Services
Kansas
$512K -$1.62M -6,144 -76%
RPGK
377
Retirement Planning Group (Kansas)
Kansas
$508K -$129K -489 -20%
SIC
378
Sigma Investment Counselors
Michigan
$508K – – –
GT
379
Greenleaf Trust
Michigan
$505K -$369K -1,397 -42%
DSC
380
Duncker Streett & Co
Missouri
$501K +$264 +1 +0.1%
Jennison Associates
381
Jennison Associates
New York
$500K +$500K +1,896 New
WPC
382
Waters Parkerson & Co
Louisiana
$487K -$52.8K -200 -10%
IH
383
IFC Holdings
Florida
$479K +$72.2K +271 +18%
PCMC
384
Paragon Capital Management (Colorado)
Colorado
$475K – – –
SSWM
385
Sheets Smith Wealth Management
North Carolina
$475K – – –
MAA
386
Matrix Asset Advisors
New York
$468K +$145K +550 +45%
WA
387
Wealth Architects
California
$468K +$468K +1,773 New
NES
388
New England Securities
New York
$466K -$5.28K -20 -1%
BOH
389
Bank of Hawaii
Hawaii
$465K – – –
PIM
390
Penobscot Investment Management
Massachusetts
$456K -$23.7K -90 -5%
Luther King Capital Management (LKCM)
391
Luther King Capital Management (LKCM)
Texas
$455K – – –
BW
392
Bison Wealth
Georgia
$452K +$452K +1,713 New
ATC
393
Argent Trust Co
Tennessee
$450K +$450K +1,703 New
SPL
394
Smart Portfolios LLC
Washington
$447K -$2.76M -10,488 -86%
EAMA
395
EFG Asset Management (Americas)
Florida
$447K +$447K +1,661 New
FFA
396
First Foundation Advisors
California
$445K +$212K +805 +91%
FT
397
Fiduciary Trust
Massachusetts
$442K -$11.1K -42 -2%
EFS
398
Essex Financial Services
Connecticut
$440K – – –
SYBT
399
Stock Yards Bank & Trust
Kentucky
$439K -$56.5K -214 -11%
OC
400
Oarsman Capital
Wisconsin
$439K -$17.2K -65 -4%
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