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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
+$73.3M
2
QIM
Quantitative Investment Management
Virginia
+$61.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$53.7M
4
SG Americas Securities
SG Americas Securities
New York
+$33.2M
5
Squarepoint
Squarepoint
New York
+$20.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$203M
2
Citigroup
Citigroup
New York
-$68.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$68M
4
Bank of America
Bank of America
North Carolina
-$64.9M
5
Goldman Sachs
Goldman Sachs
New York
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
426
Merriman Wealth Management
Washington
$595K +$595K +1,824 New
DDPIC
427
Deroy & Devereaux Private Investment Counsel
Michigan
$589K +$589K +1,806 New
SSWM
428
Sheets Smith Wealth Management
North Carolina
$587K -$2.28K -7 -0.4%
CAM
429
Concorde Asset Management
Michigan
$587K +$50.6K +154 +9%
SBIA
430
Sheaff Brock Investment Advisors
Indiana
$584K – – –
WSFS
431
Wilmington Savings Fund Society
Delaware
$580K -$120K -367 -17%
AOWM
432
Alpha Omega Wealth Management
Virginia
$577K – – –
LRIC
433
Long Road Investment Counsel
Michigan
$574K – – –
LC
434
LCNB Corp
Ohio
$570K – – –
BCM
435
Becker Capital Management
Oregon
$570K +$570K +1,747 New
Kayne Anderson Rudnick Investment Management
436
Kayne Anderson Rudnick Investment Management
California
$565K +$565K +1,731 New
BSW
437
Buckingham Strategic Wealth
Missouri
$563K +$104K +319 +23%
APP
438
Avantax Planning Partners
Iowa
$561K +$70.5K +216 +14%
TCOV
439
Trust Company of Vermont
Vermont
$558K – – –
LIC
440
Lodestar Investment Counsel
Illinois
$556K +$53.2K +163 +11%
NP
441
NorthRock Partners
Minnesota
$551K -$65.6K -200 -11%
OFS
442
Orrstown Financial Services
Pennsylvania
$551K -$57.4K -176 -9%
SS
443
Sunbelt Securities
Texas
$549K +$549K +1,684 New
ATC
444
Argent Trust Co
Tennessee
$541K – – –
KTA
445
Keeley-Teton Advisors
Illinois
$539K +$326 +1 +0.1%
EAM
446
Evanson Asset Management
California
$536K +$326 +1 +0.1%
Verition Fund Management
447
Verition Fund Management
Connecticut
$535K +$535K +1,640 New
AP
448
Appleton Partners
Massachusetts
$533K – – –
PAM
449
Premier Asset Management
Illinois
$510K +$48.9K +150 +11%
BMM
450
Buffington Mohr McNeal
Idaho
$506K – – –
16 17
18
19 20