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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.

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

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$49.6M
2
CM
Churchill Management
California
$88.7M
3
CS
Credit Suisse
Switzerland
$40.3M
4
Goldman Sachs
Goldman Sachs
New York
$247M
5
LPL Financial
LPL Financial
California
$409M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSI
476
Pinnacle Summer Investments
Virginia
$236K – – –
BCM
477
Brookmont Capital Management
Texas
$235K – – –
EFSCE
478
Enterprise Financial Services Corp (EFSC)
Missouri
$232K +$113K +430 +96%
AIM
479
Advantage Investment Management
Iowa
$231K +$231K +876 New
NCM
480
Novare Capital Management
North Carolina
$230K – – –
BC
481
Blackhill Capital
New Jersey
$228K – – –
BOK
482
Bank of Kentucky
Kentucky
$227K +$128K +486 +130%
MCC
483
Mid Continent Capital
Illinois
$225K +$225K +853 New
OCM
484
One Capital Management
California
$224K – – –
OPCM
485
Osborne Partners Capital Management
California
$222K +$222K +842 New
OA
486
Oxbow Advisors
Texas
$219K – – –
SFS
487
Strategic Financial Services
New York
$218K +$218K +825 New
AIM
488
Avity Investment Management
Connecticut
$216K +$216K +819 New
Fisher Asset Management
489
Fisher Asset Management
Washington
$216K +$216K +820 New
SCA
490
Salient Capital Advisors
Texas
$215K – – –
CAM
491
Carret Asset Management
New York
$213K – – –
CK
492
Cohen Klingenstein
New York
$211K +$211K +800 New
FI
493
FormulaFolio Investments
Michigan
$211K +$211K +801 New
T
494
Thomaspartners
Massachusetts
$210K +$210K +796 New
HS
495
HighVista Strategies
Massachusetts
$210K +$210K +796 New
BHIA
496
Birch Hill Investment Advisors
Massachusetts
$206K +$206K +780 New
TTWM
497
TCV Trust & Wealth Management
Virginia
$203K +$203K +768 New
GT
498
Glenview Trust
Kentucky
$202K +$202K +765 New
KT
499
Kanaly Trust
Texas
$185K – – –
JIC
500
Joel Isaacson & Co
New York
$157K +$263 +1 +0.2%
18 19
20
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