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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

521 hedge funds and large institutions have $9.41B invested in SPDR S&P MidCap 400 ETF Trust in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+20
Holders Change %
+3.99%
% of All Funds
15.06%
Holding in Top 10
74
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.37%
% of All Funds
2.14%
New
51
Increased
167
Reduced
196
Closed
30
Calls
$600M
Puts
$886M
Net Calls
-$286M
Net Calls Change
-$301M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
Jane Street
Jane Street
New York
$152M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$205M
4
Bessemer Group
Bessemer Group
New Jersey
$36.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$353M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$22.8M
3
SG Americas Securities
SG Americas Securities
New York
$111M
4
LPL Financial
LPL Financial
California
$615M
5
CM
Churchill Management
California
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
426
Wilmington Savings Fund Society
Delaware
$284K – – –
SCM
427
Silver Capital Management
New York
$281K – – –
BFA
428
Bragg Financial Advisors
North Carolina
$280K – – –
MAA
429
Matrix Asset Advisors
New York
$278K +$278K +1,111 New
CAMI
430
Concord Asset Management (Illinois)
Illinois
$276K +$25.1K +100 +10%
SIM
431
Sigma Investment Management
Oregon
$270K – – –
SFG
432
SNS Financial Group
Minnesota
$268K -$2.98M -11,895 -92%
CWP
433
Capital Wealth Planning
Florida
$268K +$268K +1,070 New
KAM
434
Keeley Asset Management
Illinois
$267K +$267K +1,065 New
BIM
435
BlackRock Investment Management
Delaware
$264K -$15K -60 -5%
ESBC
436
E.S. Barr & Co
Kentucky
$263K -$28.3K -113 -10%
EVC
437
Eidelman Virant Capital
Missouri
$263K – – –
CCM
438
Coldstream Capital Management
Washington
$261K +$261K +1,042 New
JIR
439
James Investment Research
Ohio
$251K -$251K -1,000 -50%
NL
440
NWAM LLC
Washington
$246K -$2.2M -8,771 -90%
OPCM
441
Osborne Partners Capital Management
California
$242K -$7.01K -28 -3%
OCM
442
One Capital Management
California
$241K +$241K +960 New
MIC
443
Meridian Investment Counsel
California
$240K -$14.8K -59 -6%
T
444
Thomaspartners
Massachusetts
$239K -$13.8K -55 -5%
PMFA
445
Plante Moran Financial Advisors
Michigan
$238K -$43.8K -175 -16%
ONB
446
Old National Bancorp
Indiana
$236K -$16.8K -67 -7%
NCM
447
Novare Capital Management
North Carolina
$234K -$27.5K -110 -11%
FWP
448
FAS Wealth Partners
Kansas
$233K – – –
CIS
449
Connors Investor Services
Pennsylvania
$231K – – –
MPM
450
Meritage Portfolio Management
Kansas
$229K -$68.8K -274 -23%
16 17
18
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