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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

683 hedge funds and large institutions have $10.8B invested in SPDR S&P MidCap 400 ETF Trust in 2016 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 206 increasing their positions, 226 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+70
Holders Change %
+11.42%
% of All Funds
17.1%
Holding in Top 10
109
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.86%
% of All Funds
2.73%
New
111
Increased
206
Reduced
226
Closed
33
Calls
$801M
Puts
$593M
Net Calls
+$207M
Net Calls Change
-$227M

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
$234M
2
AllianceBernstein
AllianceBernstein
Tennessee
$122M
3
Wells Fargo
Wells Fargo
California
$791M
4
State Street
State Street
Massachusetts
$173M
5
Morgan Stanley
Morgan Stanley
New York
$568M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$143M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$47.6M
3
SG Americas Securities
SG Americas Securities
New York
$2.34M
4
Citigroup
Citigroup
New York
$490M
5
KPAG
KLS Professional Advisors Group
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
451
Argent Trust Co
Tennessee
$500K – – –
KAM
452
Keeley Asset Management
Illinois
$498K +$604 +2 +0.1%
VWA
453
V Wealth Advisors
Kansas
$495K – – –
SIM
454
Strategic Investment Management
Virginia
$492K +$492K +1,632 New
FTIOP
455
Fiduciary Trust International of Pennsylvania
Pennsylvania
$486K – – –
EGA
456
Eagle Global Advisors
Texas
$486K +$112K +370 +30%
AWM
457
AE Wealth Management
Kansas
$484K +$484K +1,605 New
SCM
458
Southport Capital Management
Tennessee
$480K -$15.1K -50 -3%
APP
459
Avantax Planning Partners
Iowa
$480K +$480K +1,591 New
NDSI
460
Newman Dignan & Sheerar Inc
Rhode Island
$470K -$35.6K -118 -7%
SS
461
Simplicity Solutions
Minnesota
$470K +$146K +484 +45%
LRIC
462
Long Road Investment Counsel
Michigan
$470K +$470K +1,558 New
VKH
463
Virtu KCG Holdings
New York
$467K +$467K +1,547 New
LIC
464
Lodestar Investment Counsel
Illinois
$464K +$132K +438 +40%
BHWM
465
Bar Harbor Wealth Management
New Hampshire
$460K – – –
TCOV
466
Trust Company of Vermont
Vermont
$460K – – –
EAM
467
Evanson Asset Management
California
$459K +$302 +1 +0.1%
CAL
468
Capital Advisors Ltd
Ohio
$456K -$19.6K -65 -4%
CWM
469
Cornerstone Wealth Management
Missouri
$455K -$28.8K -95 -6%
Millennium Management
470
Millennium Management
New York
$453K -$15.6M -51,651 -97%
BIM
471
Bridgecreek Investment Management
Oklahoma
$453K – – –
JIR
472
James Investment Research
Ohio
$453K – – –
FNBSF
473
First National Bank Sioux Falls
South Dakota
$452K – – –
KCM
474
Kanawha Capital Management
Virginia
$450K – – –
Walleye Trading
475
Walleye Trading
New York
$447K +$447K +1,481 New
17 18
19
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