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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

818 hedge funds and large institutions have $7.79B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 220 increasing their positions, 399 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
-112
Holders Change %
-12.04%
% of All Funds
18.07%
Holding in Top 10
61
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-30.68%
% of All Funds
1.35%
New
52
Increased
220
Reduced
399
Closed
150
Calls
$176M
Puts
$150M
Net Calls
+$25.9M
Net Calls Change
-$23.7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$299M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$235M
3
WA
Waddell & Associates
Tennessee
+$29M
4
Citigroup
Citigroup
New York
+$20M
5
AI
Atom Investors
Texas
+$12.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$68M
2
Bank of America
Bank of America
North Carolina
-$47.7M
3
Barclays
Barclays
United Kingdom
-$42.4M
4
CS
Credit Suisse
Switzerland
-$34.9M
5
BMM
Berkshire Money Management
Massachusetts
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
601
Bison Wealth
Georgia
$277K -$23.7K -90 -8%
CCM
602
Check Capital Management
California
$276K +$276K +1,050 New
FWP
603
FAS Wealth Partners
Kansas
$274K -$9.71K -37 -3%
IAIM
604
International Assets Investment Management
Florida
$273K +$273K +1,040 New
CAG
605
Csenge Advisory Group
Florida
$271K +$42.4K +161 +19%
PMG
606
ProVise Management Group
Florida
$270K -$3.94K -15 -1%
CCMG
607
Clark Capital Management Group
Pennsylvania
$269K -$88.4K -337 -25%
PBF
608
Petix & Botte Financial
California
$268K – – –
VBFG
609
Vishria Bird Financial Group
Tennessee
$267K – – –
EWA
610
Exencial Wealth Advisors
Oklahoma
$267K +$62.5K +238 +31%
RG
611
Rathbones Group
United Kingdom
$263K – – –
MAM
612
Marquette Asset Management
Minnesota
$263K +$263K +1,000 New
PAM
613
Premier Asset Management
Illinois
$261K +$2.11K +8 +0.8%
HIS
614
Harvest Investment Services
Illinois
$260K -$2.18M -8,311 -89%
AWA
615
Alaska Wealth Advisors
Alaska
$260K +$260K +990 New
NSAM
616
North Star Asset Management
Wisconsin
$258K – – –
RW
617
REDW Wealth
New Mexico
$257K +$527 +2 +0.2%
RWA
618
River Wealth Advisors
Pennsylvania
$256K -$552K -2,100 -68%
TAM
619
Tocqueville Asset Management
New York
$254K -$596K -2,265 -70%
BHWM
620
Bay Harbor Wealth Management
Maryland
$253K -$50.5K -192 -17%
BWA
621
BlueSky Wealth Advisors
North Carolina
$253K -$9.73K -37 -4%
WP
622
WealthPLAN Partners
Nebraska
$253K – – –
TAM
623
Tradition Asset Management
Virginia
$253K – – –
NEIRG
624
New England Investment & Retirement Group
Massachusetts
$252K -$15.8K -60 -6%
EWM
625
Empirical Wealth Management
Washington
$251K -$31.5K -120 -11%
23 24
25
26 27