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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 %
SWM
451
SVA Wealth Management
Wisconsin
$793K -$62.1K -175 -7%
MAA
452
Matrix Asset Advisors
New York
$780K -$32.7K -92 -4%
NCM
453
Neumann Capital Management
California
$774K -$21.3K -60 -3%
Chevy Chase Trust
454
Chevy Chase Trust
Maryland
$770K +$77.4K +218 +11%
DSC
455
Duncker Streett & Co
Missouri
$763K +$355 +1 +0%
PP
456
Pegasus Partners
Wisconsin
$748K -$161K -453 -18%
GC
457
Grimes & Company
Massachusetts
$744K -$6.39K -18 -0.9%
ASN
458
Advisory Services Network
Georgia
$739K +$82.1K +226 +12%
CSIC
459
Clifford Swan Investment Counsel
California
$736K – – –
MHS
460
M Holdings Securities
Oregon
$735K +$20.2K +57 +3%
TH
461
TCTC Holdings
Texas
$724K +$462K +1,300 +176%
PA
462
PFG Advisors
Arizona
$722K +$3.2K +9 +0.4%
HPC
463
HM Payson & Co
Maine
$721K +$430K +1,213 +148%
PWAP
464
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$714K +$355 +1 +0%
VCM
465
Virtue Capital Management
Tennessee
$713K -$16.9M -47,443 -96%
STA
466
Summit Trail Advisors
New York
$711K -$129K -363 -15%
TDC
467
Thompson Davis & Co
Virginia
$704K +$11.4K +32 +2%
BL
468
BFSG LLC
California
$688K -$92.3K -260 -12%
CBN
469
Cadence Bank NA
Texas
$687K -$1.78K -5 -0.3%
SFA
470
Sequoia Financial Advisors
Ohio
$678K -$79.9K -225 -11%
DWA
471
Douglass Winthrop Advisors
New York
$678K +$171K +482 +34%
TCOV
472
Trust Company of Vermont
Vermont
$675K -$20.2K -57 -3%
SWM
473
SeaCrest Wealth Management
New York
$674K +$355 +1 +0.1%
BJL
474
Brighton Jones LLC
Washington
$670K +$210K +592 +46%
OWM
475
Orgel Wealth Management
Wisconsin
$669K -$131K -370 -16%
17 18
19
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