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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

812 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 297 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
18.64%
Holding in Top 10
114
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.54%
% of All Funds
2.62%
New
64
Increased
246
Reduced
297
Closed
54
Calls
$486M
Puts
$432M
Net Calls
+$54M
Net Calls Change
+$20.8M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
+$184M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$114M
3
N
Natixis
France
+$42.7M
4
EVM
Eaton Vance Management
Massachusetts
+$30.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$28.8M

Top Sellers

1
Citigroup
Citigroup
New York
-$345M
2
UBS Group
UBS Group
Switzerland
-$89.7M
3
Barclays
Barclays
United Kingdom
-$85.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$47.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
526
Fiera Capital (Canada)
Quebec, Canada
$500K +$210K +615 +72%
MWAC
527
Mariner Wealth Advisors (Cincinnati)
Ohio
$498K -$172K -502 -26%
NB
528
Nicolet Bankshares
Wisconsin
$498K – – –
WA
529
Wealth Architects
California
$495K -$3.76K -11 -0.8%
NSAM
530
North Star Asset Management
Wisconsin
$493K – – –
KCM
531
Kanawha Capital Management
Virginia
$492K – – –
NFG
532
NewFocus Financial Group
Washington
$490K – – –
DWA
533
Douglass Winthrop Advisors
New York
$488K +$488K +1,428 New
CIA
534
Capital Investment Advisors
Georgia
$483K – – –
SI
535
Shaker Investments
Ohio
$480K +$1.71K +5 +0.4%
WA1
536
Wimmer Associates 1
California
$478K – – –
IIC
537
Integrated Investment Consultants
Michigan
$478K +$478K +1,400 New
RGC
538
Roberts, Glore & Co
Illinois
$477K +$477K +1,397 New
MC
539
Moors & Cabot
Massachusetts
$475K +$684 +2 +0.1%
JWA
540
JFS Wealth Advisors
Pennsylvania
$474K +$342 +1 +0.1%
FC
541
FCA Corp
Texas
$472K -$14.7K -43 -3%
SBIA
542
Sheaff Brock Investment Advisors
Indiana
$468K -$33.5K -98 -7%
GWS
543
Glassman Wealth Services
Virginia
$468K – – –
HIC
544
Holderness Investments Company
North Carolina
$453K – – –
UB
545
UMB Bank
Missouri
$450K +$19.1K +56 +4%
BMM
546
Buffington Mohr McNeal
Idaho
$448K -$61.6K -180 -12%
DT
547
Diversified Trust
Tennessee
$446K – – –
EFS
548
Essex Financial Services
Connecticut
$445K +$445K +1,303 New
WCM
549
Wealthcare Capital Management
Virginia
$444K -$58.7K -172 -12%
BJL
550
Brighton Jones LLC
Washington
$442K +$98.4K +288 +29%
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