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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.

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$84.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.4M
3
UBS Group
3
UBS Group
Switzerland
$485M
4
Bank of America
4
Bank of America
North Carolina
$661M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NG
26
NatWest Group
United Kingdom
$50.4M 181,784 -1,219 -0.7%
Creative Planning
27
Creative Planning
Kansas
$49.9M 179,960 -3,776 -2%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$49.1M 177,157 +6,290 +4%
RMPT
29
Raytheon Master Pension Trust
Massachusetts
$46.5M 167,805 +167,805 New
Brown Advisory
30
Brown Advisory
Maryland
$45.9M 165,420 -605 -0.4%
AC
31
Aperimus Capital
California
$43.8M 158,158 -18,500 -10%
WF
32
WealthTrust Fairport
Ohio
$43.5M 156,894 +2,956 +2%
SMG
33
Spectrum Management Group
Indiana
$43.3M 156,126 -14,010 -8%
SSB
34
Sandy Spring Bank
Maryland
$43.2M 155,798 +1,187 +0.8%
WT
35
Whittier Trust
California
$36.4M 131,295 -3,681 -3%
MA
36
Montag & Associates
Georgia
$34M 122,568 +855 +0.7%
SMA
37
Simply Money Advisors
Ohio
$33.9M 122,417 +982 +0.8%
CIA
38
Choate Investment Advisors
Massachusetts
$33.5M 121,009 +46,500 +62%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$32.6M 117,548 +7,234 +7%
CI
40
Conning Inc
Connecticut
$32.1M 115,655 – –
UCFA
41
United Capital Financial Advisors
Texas
$32.1M 117,357 +100,507 +596%
LA
42
Leonetti & Associates
Illinois
$31.7M 114,332 -9,852 -8%
CFA
43
Capstone Financial Advisors
Illinois
$30.5M 110,049 +2,993 +3%
CS
44
Credit Suisse
Switzerland
$30.5M 110,034 -42,561 -28%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$28.7M 103,461 -187,476 -64%
HBT
46
Hills Bank & Trust
Iowa
$28.6M 103,083 +5,433 +6%
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$28.4M 102,600 +12,200 +13%
HIMC
48
Heritage Investors Management Corp
Maryland
$28M 101,058 -569 -0.6%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$27M 97,489 -799 -0.8%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$26.1M 94,027 -721 -0.8%
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