MDY icon

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 %
KCM
526
Kanawha Capital Management
Virginia
$497K – – –
VWA
527
V Wealth Advisors
Kansas
$495K -$236K -666 -32%
NFG
528
NewFocus Financial Group
Washington
$495K – – –
FC
529
FCA Corp
Texas
$492K – – –
CIA
530
Capital Investment Advisors
Georgia
$488K -$25.9K -75 -5%
MMM
531
Mendel Money Management
Illinois
$486K +$486K +1,406 New
SI
532
Shaker Investments
Ohio
$484K +$2.07K +6 +0.4%
WA1
533
Wimmer Associates 1
California
$483K +$23.5K +68 +5%
MC
534
Moors & Cabot
Massachusetts
$480K -$16.6K -48 -3%
JWA
535
JFS Wealth Advisors
Pennsylvania
$479K – – –
GWS
536
Glassman Wealth Services
Virginia
$473K – – –
VF
537
Virtu Financial
New York
$472K -$1.65M -4,781 -78%
MWM
538
Merriman Wealth Management
Washington
$470K -$160K -463 -25%
FNT
539
First National Trust
Pennsylvania
$465K +$15.9K +46 +4%
HIC
540
Holderness Investments Company
North Carolina
$458K +$458K +1,325 New
DT
541
Diversified Trust
Tennessee
$451K – – –
ME
542
McIlrath & Eck
Washington
$446K +$446K +1,291 New
AIM
543
Arcadia Investment Management
Michigan
$445K +$60.5K +175 +16%
SCM
544
SOL Capital Management
Maryland
$442K +$17.3K +50 +4%
CL
545
CPWM LLC
Washington
$441K +$2.07K +6 +0.5%
EWM
546
Evermay Wealth Management
Virginia
$440K – – –
BW
547
Bison Wealth
Georgia
$440K – – –
1832 Asset Management
548
1832 Asset Management
Ontario, Canada
$438K +$13.8K +40 +3%
BP
549
BBR Partners
New York
$437K – – –
WP
550
WealthPLAN Partners
Nebraska
$436K -$24.2K -70 -5%
20 21
22
23 24