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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

808 hedge funds and large institutions have $11.3B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 323 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
18.52%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
2.5%
New
42
Increased
246
Reduced
323
Closed
40
Calls
$439M
Puts
$447M
Net Calls
-$7.95M
Net Calls Change
-$62M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$111M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.9M
4
Citigroup
Citigroup
New York
+$73.4M
5
NIMC
NWQ Investment Management Company
California
+$40M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$199M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$184M
3
LPL Financial
LPL Financial
California
-$37.8M
4
Barclays
Barclays
United Kingdom
-$35.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$579K +$385K +1,085 +198%
First Manhattan
502
First Manhattan
New York
$575K – – –
WPC
503
White Pine Capital
Minnesota
$563K -$26.6K -75 -5%
CL
504
CPWM LLC
Washington
$562K +$129K +363 +30%
GWS
505
Glassman Wealth Services
Virginia
$561K +$74.6K +210 +15%
WI
506
Wintrust Investments
Illinois
$560K +$560K +1,578 New
LRIC
507
Long Road Investment Counsel
Michigan
$556K -$79.9K -225 -13%
SI
508
Stephens Inc
Arkansas
$553K -$908K -2,559 -62%
BOH
509
Bank of Hawaii
Hawaii
$544K – – –
AP
510
Appleton Partners
Massachusetts
$542K – – –
CCMG
511
Clark Capital Management Group
Pennsylvania
$541K -$94.7K -267 -15%
SCM
512
Southport Capital Management
Tennessee
$536K – – –
OPCM
513
Osborne Partners Capital Management
California
$536K +$10.7K +30 +2%
JIR
514
James Investment Research
Ohio
$533K – – –
BIM
515
Bridgecreek Investment Management
Oklahoma
$533K – – –
FNBSF
516
First National Bank Sioux Falls
South Dakota
$530K – – –
JIC
517
Joel Isaacson & Co
New York
$528K -$65.7K -185 -11%
FWP
518
FAS Wealth Partners
Kansas
$525K – – –
BHWM
519
Bar Harbor Wealth Management
New Hampshire
$520K -$3.55K -10 -0.7%
Fiera Capital (Canada)
520
Fiera Capital (Canada)
Quebec, Canada
$520K – – –
MWAC
521
Mariner Wealth Advisors (Cincinnati)
Ohio
$517K – – –
WA
522
Wealth Architects
California
$515K – – –
NSAM
523
North Star Asset Management
Wisconsin
$512K – – –
KCM
524
Kanawha Capital Management
Virginia
$511K – – –
HIC
525
Holderness Investments Company
North Carolina
$511K +$40.8K +115 +9%
19 20
21
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