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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

808 hedge funds and large institutions have $11.3B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 323 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
18.52%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
2.5%
New
42
Increased
246
Reduced
323
Closed
40
Calls
$439M
Puts
$447M
Net Calls
-$7.95M
Net Calls Change
-$62M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$111M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.9M
4
Citigroup
Citigroup
New York
+$73.4M
5
NIMC
NWQ Investment Management Company
California
+$40M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$199M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$184M
3
LPL Financial
LPL Financial
California
-$37.8M
4
Barclays
Barclays
United Kingdom
-$35.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$957K -$162K -456 -14%
PCG
427
Private Capital Group
Connecticut
$941K -$81.9K -230 -8%
HSA
428
HBK Sorce Advisory
Pennsylvania
$925K -$11.7K -33 -1%
OFG
429
Oxford Financial Group
Indiana
$918K – – –
SIC
430
Sigma Investment Counselors
Michigan
$914K +$17.8K +50 +2%
DADC
431
D.A. Davidson & Co
Montana
$910K +$75.3K +212 +9%
LWA
432
Lenox Wealth Advisors
New York
$899K +$97.7K +275 +12%
VDFA
433
Vickerman & Driscoll Financial Advisors
Washington
$897K -$102K -288 -10%
AA
434
Alesco Advisors
New York
$893K – – –
Lido Advisors
435
Lido Advisors
California
$889K +$27K +76 +3%
FA
436
FDx Advisors
Illinois
$867K -$376K -1,059 -30%
PWS
437
Peloton Wealth Strategists
Indiana
$860K +$44K +124 +5%
EB
438
Eastern Bank
Massachusetts
$851K – – –
LSAG
439
Lake Street Advisors Group
New Hampshire
$848K – – –
UBS AM
440
UBS AM
Illinois
$845K -$90.5K -255 -10%
VFA
441
Voya Financial Advisors
Connecticut
$840K -$95K -268 -10%
BPCE
442
Bank Pictet & Cie (Europe)
Germany
$838K +$407K +1,147 +94%
PCM
443
Parsons Capital Management
Rhode Island
$835K +$355 +1 +0%
WSFS
444
Wilmington Savings Fund Society
Delaware
$832K -$98.4K -277 -11%
PNC
445
Park National Corp
Ohio
$831K +$107K +300 +15%
MCM
446
Manchester Capital Management
Vermont
$824K -$793K – –
OSNBOA
447
Old Second National Bank of Aurora
Illinois
$815K -$8.87K -25 -1%
BEC
448
Blue Edge Capital
Virginia
$801K +$25.9K +73 +3%
GA
449
GFS Advisors
Texas
$800K +$5.32K +15 +0.7%
VA
450
Valmark Advisers
Ohio
$796K -$98.7K -278 -11%
16 17
18
19 20