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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

696 hedge funds and large institutions have $10.4B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.38%
Holding in Top 10
92
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.16%
% of All Funds
2.3%
New
55
Increased
187
Reduced
270
Closed
39
Calls
$728M
Puts
$460M
Net Calls
+$269M
Net Calls Change
+$86.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
$92.5M
2
QIM
Quantitative Investment Management
Virginia
$61.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$89.3M
4
SG Americas Securities
SG Americas Securities
New York
$147M
5
Squarepoint
Squarepoint
New York
$23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$548M
2
Citigroup
Citigroup
New York
$11.1M
3
Victory Capital Management
Victory Capital Management
Texas
$50.3M
4
Bank of America
Bank of America
North Carolina
$683M
5
Goldman Sachs
Goldman Sachs
New York
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
376
GM Advisory Group
New York
$975K – – –
RT
377
Rockland Trust
Massachusetts
$955K -$26.1K -80 -3%
Mariner
378
Mariner
Kansas
$945K +$94.7K +290 +11%
UBS AM
379
UBS AM
Illinois
$906K -$12.1K -37 -1%
BBA
380
BLB&B Advisors
Pennsylvania
$899K -$11.4K -35 -1%
DCM
381
Donaldson Capital Management
Indiana
$876K +$91.4K +280 +12%
AGM
382
Alpine Global Management
New York
$865K +$865K +2,650 New
AA
383
Alesco Advisors
New York
$857K – – –
OFG
384
Oxford Financial Group
Indiana
$844K – – –
NSIM
385
North Star Investment Management
Illinois
$844K – – –
AW
386
ACG Wealth
Georgia
$842K -$51.9K -159 -6%
PP
387
Pegasus Partners
Wisconsin
$840K -$299K -917 -26%
CSIC
388
Clifford Swan Investment Counsel
California
$837K – – –
Lido Advisors
389
Lido Advisors
California
$828K – – –
CIBC World Market
390
CIBC World Market
Ontario, Canada
$809K -$2.21M -6,768 -73%
HSA
391
HBK Sorce Advisory
Pennsylvania
$808K -$1.96K -6 -0.2%
OSNBOA
392
Old Second National Bank of Aurora
Illinois
$803K – – –
EB
393
Eastern Bank
Massachusetts
$789K +$90K +276 +13%
SWM
394
SVA Wealth Management
Wisconsin
$786K -$50.6K -155 -6%
IG
395
ING Group
Netherlands
$776K +$776K +2,378 New
MBT
396
Montecito Bank & Trust
California
$772K -$121K -370 -14%
PCM
397
Parsons Capital Management
Rhode Island
$765K -$15.7K -48 -2%
SIC
398
Sigma Investment Counselors
Michigan
$765K – – –
MAA
399
Matrix Asset Advisors
New York
$756K -$13K -40 -2%
TA
400
Tiedemann Advisors
New York
$752K +$24.1K +85 +3%
14 15
16
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