MDY icon

SPDR S&P MidCap 400 ETF Trust

509 hedge funds and large institutions have $9.44B invested in SPDR S&P MidCap 400 ETF Trust in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
-12
Holders Change %
-2.3%
% of All Funds
14.64%
Holding in Top 10
70
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.41%
% of All Funds
2.01%
New
31
Increased
171
Reduced
190
Closed
42
Calls
$613M
Puts
$933M
Net Calls
-$320M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
401
Evermay Wealth Management
Virginia
$333K
B
402
Bailard
California
$331K
EFS
403
Essex Financial Services
Connecticut
$330K
MCM
404
Murphy Capital Management
New Jersey
$326K +$2.6K +10 +0.8%
MAA
405
Matrix Asset Advisors
New York
$319K +$29.2K +112 +10%
LWCFA
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$315K
DWM
407
Destination Wealth Management
California
$313K
WSFS
408
Wilmington Savings Fund Society
Delaware
$306K +$10.4K +40 +4%
KFS
409
KMS Financial Services
Washington
$301K -$509K -1,958 -63%
MJRIC
410
Mogy Joel R Investment Counsel
California
$301K -$9.12K -35 -3%
MDCM
411
Morgan Dempsey Capital Management
Wisconsin
$299K
SCM
412
Silver Capital Management
New York
$292K
BFA
413
Bragg Financial Advisors
North Carolina
$291K
UAS
414
United Asset Strategies
New York
$287K +$287K +1,100 New
NL
415
NWAM LLC
Washington
$286K +$30.7K +118 +12%
SIM
416
Sigma Investment Management
Oregon
$280K
KAM
417
Keeley Asset Management
Illinois
$277K
Two Sigma Investments
418
Two Sigma Investments
New York
$275K -$7.02M -26,987 -96%
EVC
419
Eidelman Virant Capital
Missouri
$274K
ESBC
420
E.S. Barr & Co
Kentucky
$273K
MC
421
Moors & Cabot
Massachusetts
$262K +$262K +1,008 New
JIR
422
James Investment Research
Ohio
$261K
RCAG
423
Rehmann Capital Advisory Group
Michigan
$261K +$261K +1,002 New
SI
424
SII Investments
Wisconsin
$258K +$258K +990 New
MIC
425
Meridian Investment Counsel
California
$250K