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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

856 hedge funds and large institutions have $10.9B invested in SPDR S&P MidCap 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.56%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M

Top Buyers

1
Citigroup
Citigroup
New York
+$136M
2
Bank of America
Bank of America
North Carolina
+$60.2M
3
SG Americas Securities
SG Americas Securities
New York
+$48.3M
4
CL
Cabana LLC
Arkansas
+$47.2M
5
Goldman Sachs
Goldman Sachs
New York
+$44.2M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$92.2M
2
Wells Fargo
Wells Fargo
California
-$79M
3
Citadel Advisors
Citadel Advisors
Florida
-$65.7M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$62.9M
5
DA
Duality Advisers
Florida
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
526
Legacy Private Trust
Wisconsin
$563K – – –
SAM
527
Seelaus Asset Management
New Jersey
$561K – – –
BCA
528
Bay Colony Advisors
Massachusetts
$561K – – –
First Manhattan
529
First Manhattan
New York
$559K – – –
LFAS
530
Level Four Advisory Services
Texas
$557K -$483K -1,399 -46%
OIA
531
OneDigital Investment Advisors
Kansas
$548K -$316K -916 -37%
WI
532
Wintrust Investments
Illinois
$547K -$11.7K -34 -2%
QPWM
533
Quadrant Private Wealth Management
Pennsylvania
$546K -$94.2K -273 -15%
GWS
534
Glassman Wealth Services
Virginia
$546K – – –
DADC
535
D.A. Davidson & Co
Montana
$536K +$47.8K +141 +10%
CFA
536
Carroll Financial Associates
North Carolina
$533K +$526K +1,524 +7,620%
LRIC
537
Long Road Investment Counsel
Michigan
$530K +$104K +300 +24%
BWP
538
Baldwin Wealth Partners
Massachusetts
$528K +$448K +1,296 +559%
CCMG
539
Clark Capital Management Group
Pennsylvania
$527K – – –
BOH
540
Bank of Hawaii
Hawaii
$524K -$5.18K -15 -1%
APA
541
American Portfolios Advisors
New York
$523K +$179K +517 +52%
CFGS
542
Concourse Financial Group Securities
Alabama
$520K +$45.7K +132 +10%
JIR
543
James Investment Research
Ohio
$518K – – –
BIM
544
Bridgecreek Investment Management
Oklahoma
$518K – – –
OPCM
545
Osborne Partners Capital Management
California
$509K +$43.2K +125 +9%
HIIFS
546
Harel Insurance Investments & Financial Services
Israel
$507K -$405K -1,350 Closed
WA
547
Wealth Architects
California
$507K +$345 +1 +0.1%
BHWM
548
Bar Harbor Wealth Management
New Hampshire
$506K – – –
CL
549
CPWM LLC
Washington
$505K +$1.38K +4 +0.3%
IWC
550
Integrated Wealth Concepts
Massachusetts
$502K +$502K +1,454 New
20 21
22
23 24