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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

555 hedge funds and large institutions have $9.11B invested in SPDR S&P MidCap 400 ETF Trust in 2014 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 182 reducing their positions, and 31 closing their positions.

Holders
555
Holders Change
+48
Holders Change %
+9.47%
% of All Funds
14.81%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
87
Increased
173
Reduced
182
Closed
31
Calls
$614M
Puts
$985M
Net Calls
-$371M
Net Calls Change
-$311M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$472M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$210M
3
FIM
3
Freedom Investment Management
Connecticut
$83.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$76.8M
5
MCM
5
MAI Capital Management
Ohio
$57.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$49.6M
2
CM
2
Churchill Management
California
$88.7M
3
CS
3
Credit Suisse
Switzerland
$40.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$247M
5
LPL Financial
5
LPL Financial
California
$409M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$56.3M +$4.91M +18,583 +10%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$53.1M -$9.51M -36,041 -15%
Deutsche Bank
28
Deutsche Bank
Germany
$49.6M -$285M -1,080,422 -85%
Creative Planning
29
Creative Planning
Kansas
$48.5M +$9.8M +37,136 +25%
AC
30
Aperimus Capital
California
$46.6M -$739K -2,800 -2%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$45.1M +$712K +2,698 +2%
SMG
32
Spectrum Management Group
Indiana
$44.9M +$9.34M +35,369 +26%
Brown Advisory
33
Brown Advisory
Maryland
$43.8M -$301K -1,140 -0.7%
SSB
34
Sandy Spring Bank
Maryland
$40.8M -$102K -385 -0.2%
WF
35
WealthTrust Fairport
Ohio
$40.6M +$536K +2,030 +1%
CS
36
Credit Suisse
Switzerland
$40.3M -$102M -385,635 -72%
WT
37
Whittier Trust
California
$35.6M +$1.87M +7,088 +6%
SG Americas Securities
38
SG Americas Securities
New York
$33.4M +$7.44M +28,186 +29%
LA
39
Leonetti & Associates
Illinois
$32.8M -$4.12M -15,626 -11%
MA
40
Montag & Associates
Georgia
$32.1M +$310K +1,175 +1%
SMA
41
Simply Money Advisors
Ohio
$32.1M +$730K +2,766 +2%
CI
42
Conning Inc
Connecticut
$30.5M – – –
SAM
43
Southernsun Asset Management
Tennessee
$30.4M +$30.4M +115,037 New
Victory Capital Management
44
Victory Capital Management
Texas
$29.2M +$29.2M +110,499 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$29.1M +$20M +75,910 +221%
CFA
46
Capstone Financial Advisors
Illinois
$28.3M +$434K +1,646 +2%
HIMC
47
Heritage Investors Management Corp
Maryland
$26.8M -$176K -668 -0.7%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$25.9M -$138K -524 -0.5%
HBT
49
Hills Bank & Trust
Iowa
$25.8M -$478K -1,811 -2%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$25M +$1.16M +4,401 +5%
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