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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 %
AAM
401
Aston Asset Management
Illinois
$438K +$438K +1,660 New
UR
402
USCA RIA
Texas
$426K -$510K -1,931 -54%
BIM
403
BlackRock Investment Management
Delaware
$426K +$3.17K +12 +0.8%
SCM
404
Southport Capital Management
Tennessee
$424K – – –
SCA
405
STALEY CAPITAL ADVISERS
Pennsylvania
$422K – – –
FA
406
Fagan Associates
New York
$421K – – –
NEPPG
407
New England Professional Planning Group
Rhode Island
$418K +$418K +1,581 New
CAM
408
Concorde Asset Management
Michigan
$417K +$417K +1,607 New
CAL
409
Capital Advisors Ltd
Ohio
$416K – – –
FC
410
FCA Corp
Texas
$415K -$20.3K -77 -5%
EAM
411
Evanson Asset Management
California
$415K +$15.9K +60 +4%
EGA
412
Eagle Global Advisors
Texas
$414K -$28.2K -107 -6%
CAM
413
Congress Asset Management
Massachusetts
$404K -$38.3K -145 -9%
BFM
414
Boston Financial Management
Massachusetts
$402K -$36.9K -140 -8%
FNBSF
415
First National Bank Sioux Falls
South Dakota
$396K – – –
KCM
416
Kanawha Capital Management
Virginia
$393K – – –
RGC
417
Roberts, Glore & Co
Illinois
$390K +$390K +1,476 New
SI
418
Stephens Inc
Arkansas
$385K +$6.87K +26 +2%
CL
419
CPWM LLC
Washington
$381K -$11.6K -44 -3%
KAM
420
Keeley Asset Management
Illinois
$381K +$100K +380 +36%
OSNBOA
421
Old Second National Bank of Aurora
Illinois
$381K +$381K +1,445 New
BWFA
422
Baltimore-Washington Financial Advisors
Maryland
$378K -$160K -605 -30%
KIG
423
Kovitz Investment Group
Illinois
$372K -$327K -1,240 -47%
WFG
424
Windsor Financial Group
Minnesota
$371K +$371K +1,405 New
DCM
425
Donaldson Capital Management
Indiana
$367K -$77.8K -295 -17%
15 16
17
18 19