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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

572 hedge funds and large institutions have $9.29B invested in SPDR S&P MidCap 400 ETF Trust in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 211 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-8
Holders Change %
-1.38%
% of All Funds
15.43%
Holding in Top 10
82
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.33%
% of All Funds
2.21%
New
48
Increased
211
Reduced
183
Closed
48
Calls
$548M
Puts
$533M
Net Calls
+$15.3M
Net Calls Change
+$267M

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$303M
2
Victory Capital Management
2
Victory Capital Management
Texas
$201M
3
Wells Fargo
3
Wells Fargo
California
$685M
4
Morgan Stanley
4
Morgan Stanley
New York
$364M
5
MSU
5
Mizuho Securities USA
New York
$49.8M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$427K
2
UBS Group
2
UBS Group
Switzerland
$412M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60.5M
4
HNB
4
Huntington National Bank
Ohio
$22.6M
5
V
5
Veritable
Delaware
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
401
ACG Wealth
Georgia
$450K +$450K +1,645 New
UR
402
USCA RIA
Texas
$449K -$16.1K -59 -3%
SCM
403
Southport Capital Management
Tennessee
$439K – – –
FA
404
Fagan Associates
New York
$436K – – –
PI
405
Putnam Investments
Massachusetts
$435K -$863K -3,156 -66%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$431K +$431K +1,576 New
CAL
407
Capital Advisors Ltd
Ohio
$430K +$273 +1 +0.1%
EAM
408
Evanson Asset Management
California
$430K +$273 +1 +0.1%
EGA
409
Eagle Global Advisors
Texas
$428K – – –
FIM
410
Freedom Investment Management
Connecticut
$427K -$102M -372,327 -100%
RPGK
411
Retirement Planning Group (Kansas)
Kansas
$424K -$20.2K -74 -5%
OC
412
Oarsman Capital
Wisconsin
$420K -$13.7K -50 -3%
FNBSF
413
First National Bank Sioux Falls
South Dakota
$411K – – –
JIR
414
James Investment Research
Ohio
$410K – – –
SYBT
415
Stock Yards Bank & Trust
Kentucky
$409K -$9.01K -33 -2%
KCM
416
Kanawha Capital Management
Virginia
$407K – – –
SPL
417
Smart Portfolios LLC
Washington
$405K -$56.3K -206 -12%
RO
418
Reservoir Operations
New York
$402K – – –
OMC
419
Overbrook Management Corp
New York
$401K -$513K -1,880 -56%
WSFS
420
Wilmington Savings Fund Society
Delaware
$401K +$149K +546 +59%
DP
421
Dearborn Partners
Illinois
$396K +$396K +1,450 New
OPCM
422
Osborne Partners Capital Management
California
$394K +$156K +570 +65%
B
423
Bailard
California
$393K +$50.6K +185 +15%
OSNBOA
424
Old Second National Bank of Aurora
Illinois
$391K -$4.1K -15 -1%
BFM
425
Boston Financial Management
Massachusetts
$390K -$5.46K -20 -1%
15 16
17
18 19