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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

580 hedge funds and large institutions have $8.8B invested in SPDR S&P MidCap 400 ETF Trust in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 182 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+25
Holders Change %
+4.5%
% of All Funds
15.47%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.95%
New
67
Increased
182
Reduced
206
Closed
37
Calls
$541M
Puts
$793M
Net Calls
-$252M
Net Calls Change
+$120M

Top Buyers

1
LPL Financial
LPL Financial
California
$522M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$61.9M
3
Morgan Stanley
Morgan Stanley
New York
$304M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
$46.5M
5
UCFA
United Capital Financial Advisors
Texas
$32.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.4M
3
UBS Group
UBS Group
Switzerland
$485M
4
Bank of America
Bank of America
North Carolina
$661M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
401
Penobscot Investment Management
Massachusetts
$488K +$8.32K +30 +2%
GT
402
Greenleaf Trust
Michigan
$480K -$50.2K -181 -9%
ATC
403
Argent Trust Co
Tennessee
$472K – – –
UR
404
USCA RIA
Texas
$472K +$25.2K +91 +6%
DSC
405
Duncker Streett & Co
Missouri
$471K -$55.2K -199 -10%
SPL
406
Smart Portfolios LLC
Washington
$464K -$3.3K -12 -0.7%
FT
407
Fiduciary Trust
Massachusetts
$464K – – –
RPGK
408
Retirement Planning Group (Kansas)
Kansas
$451K -$83.3K -300 -16%
SCM
409
Southport Capital Management
Tennessee
$445K – – –
FA
410
Fagan Associates
New York
$442K – – –
OC
411
Oarsman Capital
Wisconsin
$440K -$20.8K -75 -5%
BIM
412
BlackRock Investment Management
Delaware
$440K -$6.93K -25 -2%
NEPPG
413
New England Professional Planning Group
Rhode Island
$437K – – –
CAL
414
Capital Advisors Ltd
Ohio
$436K – – –
EAM
415
Evanson Asset Management
California
$436K +$554 +2 +0.1%
EGA
416
Eagle Global Advisors
Texas
$434K -$1.39K -5 -0.3%
WAM
417
Wolverine Asset Management
Illinois
$428K +$428K +1,545 New
SYBT
418
Stock Yards Bank & Trust
Kentucky
$424K -$36.6K -132 -8%
FNBSF
419
First National Bank Sioux Falls
South Dakota
$417K – – –
JIR
420
James Investment Research
Ohio
$416K +$139K +500 +50%
Two Sigma Investments
421
Two Sigma Investments
New York
$416K +$416K +1,500 New
KCM
422
Kanawha Capital Management
Virginia
$413K – – –
CAM
423
Congress Asset Management
Massachusetts
$410K -$14.4K -52 -3%
SI
424
Stephens Inc
Arkansas
$409K +$5.26K +19 +1%
RO
425
Reservoir Operations
New York
$408K +$36.6K +132 +10%
15 16
17
18 19