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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

808 hedge funds and large institutions have $11.3B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 323 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
18.52%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
2.5%
New
42
Increased
246
Reduced
323
Closed
40
Calls
$439M
Puts
$447M
Net Calls
-$7.95M
Net Calls Change
-$62M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$111M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.9M
4
Citigroup
Citigroup
New York
+$73.4M
5
NIMC
NWQ Investment Management Company
California
+$40M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$199M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$184M
3
LPL Financial
LPL Financial
California
-$37.8M
4
Barclays
Barclays
United Kingdom
-$35.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
376
Mariner
Kansas
$1.43M +$41.2K +116 +3%
LWM
377
Lyell Wealth Management
California
$1.42M -$35.7K -100 -2%
WMG
378
WESCAP Management Group
California
$1.42M – – –
GWM
379
Geneos Wealth Management
Colorado
$1.42M +$351K +989 +33%
DIA
380
Dana Investment Advisors
Wisconsin
$1.37M +$355 +1 +0%
TI
381
Truepoint Inc
Ohio
$1.34M +$889K +2,504 +197%
OIA
382
Optimum Investment Advisors
Illinois
$1.34M +$110K +311 +9%
AMCA
383
Arthur M. Cohen & Associates
Illinois
$1.34M +$109K +306 +9%
VF
384
Virtu Financial
New York
$1.32M -$13.8M -38,754 -91%
CA
385
Cetera Advisors
Colorado
$1.31M -$34.2K -96 -3%
RT
386
Rockland Trust
Massachusetts
$1.31M -$3.55K -10 -0.3%
UBV
387
United Bank (Virginia)
Virginia
$1.3M – – –
Neuberger Berman Group
388
Neuberger Berman Group
New York
$1.3M +$202K +569 +18%
Walleye Trading
389
Walleye Trading
New York
$1.28M -$1.67M -4,700 -57%
RFC
390
Regions Financial Corp
Alabama
$1.25M -$369K -1,038 -23%
WC
391
Woodstock Corp
Massachusetts
$1.23M – – –
DY
392
Dowling & Yahnke
California
$1.21M – – –
MC
393
Mathes Company
New York
$1.21M +$35.5K +100 +3%
GIA
394
Granite Investment Advisors
New Hampshire
$1.2M -$53.2K -150 -4%
MSAM
395
Moloney Securities Asset Management
Missouri
$1.18M -$3.2K -9 -0.3%
BAAM
396
Baker Avenue Asset Management
California
$1.18M -$167K -470 -12%
PAS
397
Partnervest Advisory Services
California
$1.17M -$138K -389 -11%
AW
398
ACG Wealth
Georgia
$1.17M +$339K +954 +41%
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$1.17M – – –
NSIM
400
North Star Investment Management
Illinois
$1.17M – – –
14 15
16
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