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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
$472M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$210M
3
FIM
Freedom Investment Management
Connecticut
$83.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$76.8M
5
MCM
MAI Capital Management
Ohio
$57.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$49.6M
2
CM
Churchill Management
California
$88.7M
3
CS
Credit Suisse
Switzerland
$40.3M
4
Goldman Sachs
Goldman Sachs
New York
$247M
5
LPL Financial
LPL Financial
California
$409M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
426
First Hawaiian Bank
Hawaii
$362K -$9.77K -37 -3%
UFA
427
US Financial Advisors
Massachusetts
$356K +$356K +1,350 New
SI
428
Shaker Investments
Ohio
$355K +$791 +3 +0.2%
RO
429
Reservoir Operations
New York
$354K – – –
BB
430
Busey Bank
Illinois
$350K – – –
HCMNY
431
Howard Capital Management (New York)
New York
$347K -$3.96K -15 -1%
TCOV
432
Trust Company of Vermont
Vermont
$342K -$16.4K -62 -5%
EWM
433
Evermay Wealth Management
Virginia
$338K – – –
LRIC
434
Long Road Investment Counsel
Michigan
$332K +$332K +1,258 New
BWA
435
Burt Wealth Advisors
Maryland
$331K +$331K +1,255 New
B
436
Bailard
California
$330K – – –
BSB
437
Bangor Savings Bank
Maine
$330K – – –
MMPW
438
Mitchell McLeod Pugh & Williams
Alabama
$323K +$323K +1,224 New
WTB
439
Washington Trust Bank
Washington
$320K +$220K +832 +219%
LWCFA
440
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K – – –
MHS
441
M Holdings Securities
Oregon
$318K +$225K +852 +243%
DWM
442
Destination Wealth Management
California
$317K -$25.9K -98 -8%
VFAM
443
Valley Forge Asset Management
Pennsylvania
$317K -$7.93K -30 -2%
PTC
444
Philadelphia Trust Company
Pennsylvania
$312K – – –
MJRIC
445
Mogy Joel R Investment Counsel
California
$305K – – –
PNC
446
Park National Corp
Ohio
$304K -$6.6K -25 -2%
MDCM
447
Morgan Dempsey Capital Management
Wisconsin
$303K -$19.8K -75 -6%
NFG
448
Next Financial Group
Texas
$298K -$100K -381 -25%
MCM
449
Murphy Capital Management
New Jersey
$298K -$25.1K -95 -8%
CAMI
450
Concord Asset Management (Illinois)
Illinois
$297K +$52.8K +200 +22%
16 17
18
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