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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

685 hedge funds and large institutions have $10.4B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 204 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
17.1%
Holding in Top 10
95
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.77%
% of All Funds
2.37%
New
45
Increased
204
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$731M
2
SG Americas Securities
SG Americas Securities
New York
$110M
3
Goldman Sachs
Goldman Sachs
New York
$190M
4
Victory Capital Management
Victory Capital Management
Texas
$115M
5
SAS
Sage Advisory Services
Texas
$60.7M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$584K
2
State Street
State Street
Massachusetts
$61.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.6M
4
LPL Financial
LPL Financial
California
$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
426
Fagan Associates
New York
$587K +$317 +1 +0.1%
FIM
427
Freedom Investment Management
Connecticut
$584K -$241M -757,482 -100%
SSWM
428
Sheets Smith Wealth Management
North Carolina
$574K – – –
PCMC
429
Paragon Capital Management (Colorado)
Colorado
$572K – – –
WP
430
WealthPLAN Partners
Nebraska
$571K +$571K +1,798 New
SBIA
431
Sheaff Brock Investment Advisors
Indiana
$569K -$38.5K -121 -6%
TSS
432
Two Sigma Securities
New York
$569K +$569K +1,790 New
AOWM
433
Alpha Omega Wealth Management
Virginia
$562K – – –
LRIC
434
Long Road Investment Counsel
Michigan
$558K +$63.5K +200 +13%
LC
435
LCNB Corp
Ohio
$555K -$7.95K -25 -1%
CIM
436
Cetera Investment Management
California
$553K -$182K -575 -25%
TCOV
437
Trust Company of Vermont
Vermont
$543K – – –
EGA
438
Eagle Global Advisors
Texas
$535K +$23.8K +75 +5%
ATC
439
Argent Trust Co
Tennessee
$526K – – –
KTA
440
Keeley-Teton Advisors
Illinois
$525K +$318 +1 +0.1%
EAM
441
Evanson Asset Management
California
$521K +$317 +1 +0.1%
AP
442
Appleton Partners
Massachusetts
$519K +$8.89K +28 +2%
CIA
443
Capital Investment Advisors
Georgia
$519K +$26K +82 +5%
CAM
444
Concorde Asset Management
Michigan
$518K -$219K -688 -30%
CCMG
445
Clark Capital Management Group
Pennsylvania
$518K – – –
EFS
446
Essex Financial Services
Connecticut
$511K +$70.8K +223 +16%
PWS
447
Peloton Wealth Strategists
Indiana
$511K +$511K +1,609 New
WPC
448
White Pine Capital
Minnesota
$509K – – –
WCM
449
Wealthcare Capital Management
Virginia
$496K +$6.66K +21 +1%
ASN
450
Advisory Services Network
Georgia
$492K +$136K +427 +38%
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