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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 %
FC
426
FCA Corp
Texas
$389K – – –
TCOV
427
Trust Company of Vermont
Vermont
$377K -$17.8K -65 -5%
BWFA
428
Baltimore-Washington Financial Advisors
Maryland
$377K +$16.4K +60 +5%
NPA
429
Nichols & Pratt Advisers
Massachusetts
$373K – – –
UAS
430
United Asset Strategies
New York
$372K -$9.29K -34 -2%
SI
431
Shaker Investments
Ohio
$370K +$820 +3 +0.2%
CL
432
CPWM LLC
Washington
$367K -$27.3K -100 -7%
BB
433
Busey Bank
Illinois
$362K – – –
SS
434
Simplicity Solutions
Minnesota
$356K +$356K +1,303 New
RWA
435
River Wealth Advisors
Pennsylvania
$351K – – –
EWM
436
Evermay Wealth Management
Virginia
$349K – – –
SCM
437
SOL Capital Management
Maryland
$347K +$82K +300 +31%
LRIC
438
Long Road Investment Counsel
Michigan
$344K – – –
BWA
439
Burt Wealth Advisors
Maryland
$343K +$273 +1 +0.1%
GT
440
Greenleaf Trust
Michigan
$342K -$131K -481 -28%
MHS
441
M Holdings Securities
Oregon
$341K +$12K +44 +4%
CA
442
Cullinan Associates
Kentucky
$340K +$27.3K +100 +9%
MMPW
443
Mitchell McLeod Pugh & Williams
Alabama
$334K +$273 +1 +0.1%
LWCFA
444
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$331K – – –
CCM
445
Coldstream Capital Management
Washington
$326K -$22.2K -81 -6%
FHB
446
First Hawaiian Bank
Hawaii
$325K -$34.1K -125 -9%
GC
447
Grimes & Company
Massachusetts
$324K +$324K +1,185 New
CAM
448
Congress Asset Management
Massachusetts
$322K -$81.9K -300 -20%
HCMNY
449
Howard Capital Management (New York)
New York
$321K -$6.83K -25 -2%
CW
450
Cabot-Wellington
Massachusetts
$319K +$116K +425 +57%
16 17
18
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