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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 %
NCM
501
Novare Capital Management
North Carolina
$233K -$8.32K -30 -3%
OA
502
Oxbow Advisors
Texas
$230K – – –
SCA
503
Salient Capital Advisors
Texas
$226K – – –
CK
504
Cohen Klingenstein
New York
$222K – – –
FI
505
FormulaFolio Investments
Michigan
$218K -$4.44K -16 -2%
FMBTD
506
First Midwest Bank Trust Division
Illinois
$217K +$217K +783 New
PFM
507
Parsec Financial Management
North Carolina
$217K +$217K +783 New
BHIA
508
Birch Hill Investment Advisors
Massachusetts
$216K – – –
TTWM
509
TCV Trust & Wealth Management
Virginia
$213K – – –
CW
510
Cabot-Wellington
Massachusetts
$206K +$206K +743 New
TYCC
511
Texas Yale Capital Corp
Florida
$206K +$206K +743 New
VAM
512
Visionary Asset Management
Texas
$206K +$206K +744 New
TH
513
TCTC Holdings
Texas
$205K +$205K +738 New
EWM
514
Endurance Wealth Management
Rhode Island
$205K +$205K +743 New
VST
515
Van Strum & Towne
California
$204K +$204K +737 New
WTB
516
Washington Trust Bank
Washington
$202K -$134K -484 -40%
SI
517
SII Investments
Wisconsin
$202K -$109K -392 -35%
KT
518
Kanaly Trust
Texas
$194K – – –
BC
519
Blackhill Capital
New Jersey
$180K -$59.2K -214 -25%
AF
520
Allworth Financial
California
$177K +$177K +640 New
RWA
521
Ropes Wealth Advisors
Massachusetts
$166K +$166K +597 New
JIC
522
Joel Isaacson & Co
New York
$165K – – –
NFG
523
Next Financial Group
Texas
$150K -$163K -589 -52%
CDIA
524
Capital Directions Investment Advisors
Georgia
$148K – – –
FMA
525
FNY Managed Accounts
New York
$139K +$139K +500 New
19 20
21
22 23