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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.4M
3
UBS Group
UBS Group
Switzerland
$485M
4
Bank of America
Bank of America
North Carolina
$661M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBNAT
476
FirstMerit Bank N.A. Trustee
Ohio
$288K – – –
ZB
477
Zions Bancorporation
Utah
$281K +$281K +1,015 New
CG
478
Colony Group
Massachusetts
$280K -$1.58M -5,715 -85%
Millennium Management
479
Millennium Management
New York
$277K -$10.7M -38,623 -97%
PCTC
480
Perkins Coie Trust Company
Washington
$277K -$8.04K -29 -3%
SKK
481
Shepherd Kaplan Krochuk
Massachusetts
$277K +$277K +1,000 New
SCM
482
SOL Capital Management
Maryland
$269K +$269K +970 New
BFA
483
Bragg Financial Advisors
North Carolina
$268K – – –
AIM
484
Arcadia Investment Management
Michigan
$268K – – –
SLG
485
Stanley-Laman Group
Pennsylvania
$263K +$263K +949 New
FWP
486
FAS Wealth Partners
Kansas
$258K – – –
WSFS
487
Wilmington Savings Fund Society
Delaware
$256K – – –
PAM
488
Premier Asset Management
Illinois
$255K – – –
IC
489
InterOcean Capital
Illinois
$248K -$12.5K -45 -5%
PSI
490
Pinnacle Summer Investments
Virginia
$248K – – –
MCC
491
Mid Continent Capital
Illinois
$248K +$11.1K +40 +5%
BCM
492
Brookmont Capital Management
Texas
$247K – – –
IWM
493
Integrated Wealth Management
California
$246K +$246K +888 New
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$244K – – –
FWCM
495
Ferguson Wellman Capital Management
Oregon
$243K +$243K +878 New
OPCM
496
Osborne Partners Capital Management
California
$242K +$8.33K +30 +4%
BOK
497
Bank of Kentucky
Kentucky
$239K – – –
AIM
498
Avity Investment Management
Connecticut
$238K +$9.75K +35 +4%
OCM
499
One Capital Management
California
$236K – – –
DADC
500
D.A. Davidson & Co
Montana
$235K -$53.9K -195 -19%
18 19
20
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