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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

521 hedge funds and large institutions have $9.41B invested in SPDR S&P MidCap 400 ETF Trust in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 196 reducing their positions, and 30 closing their positions.

Holders
521
Holders Change
+20
Holders Change %
+3.99%
% of All Funds
15.06%
Holding in Top 10
74
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.37%
% of All Funds
2.14%
New
51
Increased
167
Reduced
196
Closed
30
Calls
$600M
Puts
$886M
Net Calls
-$286M
Net Calls Change
-$301M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$502M
2
Jane Street
2
Jane Street
New York
$152M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$205M
4
Bessemer Group
4
Bessemer Group
New Jersey
$36.9M
5
CWM
5
Confluence Wealth Management
Oregon
$18.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$353M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$22.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$111M
4
LPL Financial
4
LPL Financial
California
$615M
5
CM
5
Churchill Management
California
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$80.2M 320,119 -49,427 -13%
Citigroup
27
Citigroup
New York
$71.9M 286,865 -131,871 -31%
FIM
28
Freedom Investment Management
Connecticut
$66.4M 265,096 +32,446 +14%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$59.8M 238,685 -94,966 -28%
LMIM
30
Lockheed Martin Investment Management
Maryland
$58.9M 235,000 +7,000 +3%
Brown Advisory
31
Brown Advisory
Maryland
$49.9M 199,274 +4,743 +2%
NG
32
NatWest Group
United Kingdom
$49.6M 198,016 -3,069 -2%
AC
33
Aperimus Capital
California
$44.8M 178,858 +24,000 +15%
GC
34
Guggenheim Capital
Illinois
$42.2M 168,235 -159,260 -49%
WF
35
WealthTrust Fairport
Ohio
$40.6M 162,228 -386 -0.2%
NEAM
36
New England Asset Management
Connecticut
$37.9M 151,320 +325 +0.2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$37.1M 147,942 -1,247 -0.8%
Bessemer Group
38
Bessemer Group
New Jersey
$36.9M 147,377 +95,987 +187%
LA
39
Leonetti & Associates
Illinois
$35.1M 139,895 +81 +0.1%
CIA
40
Choate Investment Advisors
Massachusetts
$34.4M 137,507 -31,861 -19%
BMM
41
Berkshire Money Management
Massachusetts
$33.8M 134,750 +6,243 +5%
SMG
42
Spectrum Management Group
Indiana
$32M 127,716 +2,505 +2%
WT
43
Whittier Trust
California
$31.7M 126,573 +1,333 +1%
FA
44
FDx Advisors
Illinois
$31.3M 124,993 +5,070 +4%
Creative Planning
45
Creative Planning
Kansas
$31.2M 124,540 +3,733 +3%
MA
46
Montag & Associates
Georgia
$30.1M 120,260 -1,775 -1%
VF
47
Virtu Financial
New York
$29.8M 119,064 -98,235 -45%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$29.1M 115,989 +8,803 +8%
SMA
49
Simply Money Advisors
Ohio
$27.6M 110,203 +4,515 +4%
MSA
50
Mason Street Advisors
Wisconsin
$26.9M 107,413 +6,700 +7%
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