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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

580 hedge funds and large institutions have $8.8B invested in SPDR S&P MidCap 400 ETF Trust in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 182 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+25
Holders Change %
+4.5%
% of All Funds
15.47%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.95%
New
67
Increased
182
Reduced
206
Closed
37
Calls
$541M
Puts
$793M
Net Calls
-$252M
Net Calls Change
+$120M

Top Buyers

1
LPL Financial
LPL Financial
California
$522M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$61.9M
3
Morgan Stanley
Morgan Stanley
New York
$304M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
$46.5M
5
UCFA
United Capital Financial Advisors
Texas
$32.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.4M
3
UBS Group
UBS Group
Switzerland
$485M
4
Bank of America
Bank of America
North Carolina
$661M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPCA
451
Bank Pictet & Cie (Asia)
Singapore
$344K -$908K -3,271 -73%
MMPW
452
Mitchell McLeod Pugh & Williams
Alabama
$340K – – –
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$335K – – –
MHS
454
M Holdings Securities
Oregon
$334K +$277 +1 +0.1%
HCMNY
455
Howard Capital Management (New York)
New York
$333K -$31.9K -115 -9%
DWM
456
Destination Wealth Management
California
$333K – – –
PTC
457
Philadelphia Trust Company
Pennsylvania
$327K – – –
CFS
458
Commonwealth Financial Services
West Virginia
$327K +$287K +1,038 +726%
PFBT
459
Parkside Financial Bank & Trust
Missouri
$327K +$327K +1,178 New
MJRIC
460
Mogy Joel R Investment Counsel
California
$320K – – –
VFAM
461
Valley Forge Asset Management
Pennsylvania
$319K -$13.9K -50 -4%
MDCM
462
Morgan Dempsey Capital Management
Wisconsin
$318K – – –
CA
463
Cullinan Associates
Kentucky
$318K +$318K +1,146 New
PNC
464
Park National Corp
Ohio
$316K -$2.77K -10 -0.9%
MCM
465
Murphy Capital Management
New Jersey
$314K +$1.38K +5 +0.4%
RCAG
466
Rehmann Capital Advisory Group
Michigan
$313K +$313K +1,129 New
SCM
467
Silver Capital Management
New York
$311K – – –
KIG
468
Kovitz Investment Group
Illinois
$310K -$80.3K -290 -21%
NSAM
469
North Star Asset Management
Wisconsin
$309K – – –
ST
470
Spot Trading
Illinois
$300K +$300K +1,081 New
SIM
471
Sigma Investment Management
Oregon
$298K – – –
MIC
472
Meridian Investment Counsel
California
$298K +$277 +1 +0.1%
LIC
473
Lodestar Investment Counsel
Illinois
$294K +$294K +1,060 New
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$291K -$20.8K -75 -7%
EVC
475
Eidelman Virant Capital
Missouri
$291K – – –
17 18
19
20 21