MDY icon

SPDR S&P MidCap 400 ETF Trust

685 hedge funds and large institutions have $10.4B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 204 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
17.1%
Holding in Top 10
95
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.77%
% of All Funds
2.37%
New
45
Increased
204
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
626
Barnett & Company
Tennessee
$103K +$103K +325 New
AIM
627
Anchor Investment Management
South Carolina
$95.3K
PSW
628
Portfolio Strategies (Washington)
Washington
$90K -$210K -662 -70%
WIM
629
Westside Investment Management
California
$88.8K
SHJ
630
Sharkey, Howes & Javer
Colorado
$87K +$25.4K +80 +41%
MIFH
631
Migdal Insurance & Financial Holdings
Israel
$86K -$232K -728 -73%
IFA
632
Interactive Financial Advisors
Illinois
$85K -$2.85K -9 -3%
PCM
633
Prelude Capital Management
New York
$81K +$81K +256 New
GI
634
Gradient Investments
Minnesota
$77K -$20.6K -65 -21%
AWM
635
Avior Wealth Management
Nebraska
$74K
LIA
636
LS Investment Advisors
Michigan
$74K
AWM
637
AllSquare Wealth Management
New York
$74K +$11.4K +36 +18%
ABFS
638
Appropriate Balance Financial Services
Washington
$72.3K -$649 -206 -0.9%
FC
639
Ferris Capital
Massachusetts
$68K +$68K +215 New
PO
640
Private Ocean
California
$64K
CT
641
Clearstead Trust
Maine
$64K +$64K +200 New
VIA
642
Vantage Investment Advisors
Pennsylvania
$61K -$4.77K -15 -7%
MWM
643
Mascoma Wealth Management
New Hampshire
$60K
WTB
644
Washington Trust Bank
Washington
$57K
WB
645
Webster Bank
Connecticut
$53K
CHC
646
City Holding Co
West Virginia
$51K
UWPG
647
Ullmann Wealth Partners Group
Florida
$50K
ADL
648
Asset Dedication LLC
California
$49K
AP
649
Atwood & Palmer
Missouri
$48K +$48K +150 New
TIM
650
Tortoise Investment Management
New York
$44K