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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

810 hedge funds and large institutions have $11.6B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 209 increasing their positions, 279 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+114
Holders Change %
+16.38%
% of All Funds
18.4%
Holding in Top 10
107
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.3%
% of All Funds
2.43%
New
146
Increased
209
Reduced
279
Closed
24
Calls
$709M
Puts
$676M
Net Calls
+$33.2M
Net Calls Change
-$235M

Top Buyers

1
Citigroup
Citigroup
New York
$362M
2
FIM
Freedom Investment Management
Connecticut
$207M
3
Barclays
Barclays
United Kingdom
$124M
4
UBS Group
UBS Group
Switzerland
$500M
5
Victory Capital Management
Victory Capital Management
Texas
$94.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$428M
2
SG Americas Securities
SG Americas Securities
New York
$13.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$54.1M
4
V
Veritable
Delaware
$496M
5
CS
Credit Suisse
Switzerland
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
476
Sheets Smith Wealth Management
North Carolina
$622K – – –
LRIC
477
Long Road Investment Counsel
Michigan
$621K +$13.8K +40 +2%
PA
478
PFG Advisors
Arizona
$621K +$621K +1,799 New
SS
479
Sunbelt Securities
Texas
$620K +$38K +110 +7%
AOWM
480
Alpha Omega Wealth Management
Virginia
$611K – – –
B
481
Bridgeworth
Alabama
$609K +$98.6K +286 +19%
VA
482
Valmark Advisers
Ohio
$606K +$606K +1,755 New
CM
483
Columbus Macro
Pennsylvania
$604K +$604K +1,743 New
TCOV
484
Trust Company of Vermont
Vermont
$602K +$11.1K +32 +2%
Q
485
QVR
California
$602K +$602K +1,744 New
LC
486
LCNB Corp
Ohio
$596K -$6.91K -20 -1%
APP
487
Avantax Planning Partners
Iowa
$590K -$4.15K -12 -0.7%
DWM
488
Dynasty Wealth Management
Florida
$590K +$590K +1,708 New
LIC
489
Lodestar Investment Counsel
Illinois
$589K +$691 +2 +0.1%
BSW
490
Buckingham Strategic Wealth
Missouri
$584K -$11.4K -33 -2%
HPC
491
Hobart Private Capital
North Carolina
$579K +$579K +1,677 New
WPC
492
White Pine Capital
Minnesota
$574K -$1.73K -5 -0.3%
ATC
493
Argent Trust Co
Tennessee
$572K – – –
KTA
494
Keeley-Teton Advisors
Illinois
$572K +$691 +2 +0.1%
CAM
495
Concorde Asset Management
Michigan
$571K -$44.5K -129 -7%
EAM
496
Evanson Asset Management
California
$568K +$691 +2 +0.1%
VIM
497
Vista Investment Management
Pennsylvania
$564K +$564K +1,632 New
CCMG
498
Clark Capital Management Group
Pennsylvania
$563K +$40.1K +116 +8%
NP
499
NorthRock Partners
Minnesota
$562K -$20.8K -60 -4%
First Manhattan
500
First Manhattan
New York
$559K +$89.7K +260 +19%
18 19
20
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