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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

696 hedge funds and large institutions have $10.4B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.38%
Holding in Top 10
92
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.16%
% of All Funds
2.3%
New
55
Increased
187
Reduced
270
Closed
39
Calls
$728M
Puts
$460M
Net Calls
+$269M
Net Calls Change
+$86.5M

Top Buyers

1
CS
Credit Suisse
Switzerland
$92.5M
2
QIM
Quantitative Investment Management
Virginia
$61.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$89.3M
4
SG Americas Securities
SG Americas Securities
New York
$147M
5
Squarepoint
Squarepoint
New York
$23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$548M
2
Citigroup
Citigroup
New York
$11.1M
3
Victory Capital Management
Victory Capital Management
Texas
$50.3M
4
Bank of America
Bank of America
North Carolina
$683M
5
Goldman Sachs
Goldman Sachs
New York
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
526
OneDigital Investment Advisors
Kansas
$333K +$1.96K +6 +0.6%
BJL
527
Brighton Jones LLC
Washington
$328K – – –
APSP
528
Asset Planning Services (Pennsylvania)
Pennsylvania
$327K – – –
IIA
529
IPG Investment Advisors
California
$327K +$327K +1,002 New
RG
530
Rathbones Group
United Kingdom
$326K – – –
Bank of Nova Scotia
531
Bank of Nova Scotia
Ontario, Canada
$326K +$326K +1,000 New
CBU
532
CIBC Bank USA
Illinois
$315K +$315K +964 New
TCM
533
Tradition Capital Management
New Jersey
$314K -$29.7K -91 -9%
BWA
534
BlueSky Wealth Advisors
North Carolina
$314K – – –
SIM
535
Sigma Investment Management
Oregon
$313K – – –
BWA
536
Burt Wealth Advisors
Maryland
$311K – – –
OCM
537
One Capital Management
California
$307K – – –
CIM
538
Contravisory Investment Management
Massachusetts
$305K +$67.8K +208 +29%
LNB
539
Ledyard National Bank
$302K – – –
MWAC
540
Mariner Wealth Advisors (Cincinnati)
Ohio
$301K – – –
SFG
541
SevenBridge Financial Group
Pennsylvania
$299K – – –
FNBOO
542
First National Bank of Omaha
Nebraska
$296K – – –
OMC
543
Overbrook Management Corp
New York
$295K -$131K -400 -31%
GT
544
Greenleaf Trust
Michigan
$295K – – –
FWIA
545
Fort Washington Investment Advisors
Ohio
$295K +$295K +899 New
VAM
546
Visionary Asset Management
Texas
$295K +$295K +904 New
BCM
547
Brookmont Capital Management
Texas
$290K +$65.2K +200 +29%
EFSCE
548
Enterprise Financial Services Corp (EFSC)
Missouri
$287K – – –
FHB
549
First Hawaiian Bank
Hawaii
$283K – – –
BWM
550
Baystate Wealth Management
Massachusetts
$280K -$68K -206 -20%
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