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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

696 hedge funds and large institutions have $10.4B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.38%
Holding in Top 10
92
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.16%
% of All Funds
2.3%
New
55
Increased
187
Reduced
270
Closed
39
Calls
$728M
Puts
$460M
Net Calls
+$269M
Net Calls Change
+$86.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
$92.5M
2
QIM
Quantitative Investment Management
Virginia
$61.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$89.3M
4
SG Americas Securities
SG Americas Securities
New York
$147M
5
Squarepoint
Squarepoint
New York
$23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$548M
2
Citigroup
Citigroup
New York
$11.1M
3
Victory Capital Management
Victory Capital Management
Texas
$50.3M
4
Bank of America
Bank of America
North Carolina
$683M
5
Goldman Sachs
Goldman Sachs
New York
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
401
Grimes & Company
Massachusetts
$750K – – –
MCM
402
Manchester Capital Management
Vermont
$749K -$729K – –
NCM
403
Neumann Capital Management
California
$731K -$49K -150 -6%
SI
404
Stephens Inc
Arkansas
$727K -$46.3K -142 -6%
DADC
405
D.A. Davidson & Co
Montana
$727K – – –
BEC
406
Blue Edge Capital
Virginia
$709K +$26.1K +80 +4%
DSC
407
Duncker Streett & Co
Missouri
$699K +$326 +1 +0%
MWP
408
MYCIO Wealth Partners
Pennsylvania
$696K -$3.26K -10 -0.5%
WMG
409
WESCAP Management Group
California
$681K – – –
VWA
410
V Wealth Advisors
Kansas
$673K +$26.7K +82 +4%
PNC
411
Park National Corp
Ohio
$666K -$149K -457 -18%
CC
412
Cadinha & Co
Hawaii
$656K – – –
ASN
413
Advisory Services Network
Georgia
$653K +$147K +452 +29%
PWAP
414
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$651K -$6.52K -20 -1%
CBN
415
Cadence Bank NA
Texas
$646K +$646K +1,982 New
BPCA
416
Bank Pictet & Cie (Asia)
Singapore
$645K – – –
WP
417
WealthSource Partners
California
$644K -$17.9K -55 -3%
MLL
418
Moody Lynn & Lieberson
Massachusetts
$632K +$19.6K +60 +3%
MHS
419
M Holdings Securities
Oregon
$631K -$3.26K -10 -0.5%
TDC
420
Thompson Davis & Co
Virginia
$628K -$398K -1,219 -39%
OWM
421
Orgel Wealth Management
Wisconsin
$615K +$615K +1,884 New
PWS
422
Peloton Wealth Strategists
Indiana
$612K +$86.5K +265 +16%
FA
423
Fagan Associates
New York
$603K – – –
EGA
424
Eagle Global Advisors
Texas
$597K +$47.3K +145 +9%
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$596K +$596K +1,824 New
15 16
17
18 19