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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

808 hedge funds and large institutions have $11.3B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 323 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
18.52%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
2.5%
New
42
Increased
246
Reduced
323
Closed
40
Calls
$439M
Puts
$447M
Net Calls
-$7.95M
Net Calls Change
-$62M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$111M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.9M
4
Citigroup
Citigroup
New York
+$73.4M
5
NIMC
NWQ Investment Management Company
California
+$40M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$199M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$184M
3
LPL Financial
LPL Financial
California
-$37.8M
4
Barclays
Barclays
United Kingdom
-$35.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMNY
626
Howard Capital Management (New York)
New York
$302K -$14.2K -40 -4%
TCM
627
Telos Capital Management
California
$300K -$1.78K -5 -0.6%
VWM
628
Venturi Wealth Management
Texas
$299K -$7.32K -20 -2%
ST
629
Smithfield Trust
Pennsylvania
$296K -$12.5K -35 -4%
TPCM
630
Three Peaks Capital Management
Colorado
$296K +$296K +834 New
GLA
631
Great Lakes Advisors
Illinois
$294K -$5.67K -16 -2%
CT
632
CPF Texas
Texas
$294K +$7.45K +21 +3%
S
633
SignatureFD
Georgia
$294K +$217K +610 +281%
TTWM
634
TCV Trust & Wealth Management
Virginia
$293K – – –
LIA
635
LS Investment Advisors
Michigan
$290K +$207K +584 +251%
ZB
636
Zions Bancorporation
Utah
$288K +$288K +811 New
SC
637
SouthState Corp
Florida
$286K -$253K -710 -47%
WSTAM
638
Wilbanks Smith & Thomas Asset Management
Virginia
$285K +$32.3K +91 +13%
MHIC
639
Marble Harbor Investment Counsel
Massachusetts
$284K – – –
CK
640
Cohen Klingenstein
New York
$284K – – –
BPC
641
Banque Pictet & Cie
Switzerland
$284K – – –
ACI
642
Alpha Cubed Investments
California
$283K +$10.3K +29 +4%
MA
643
Mutual Advisors
Nebraska
$283K +$283K +797 New
RG
644
Rikoon Group
New Mexico
$282K – – –
FMWA
645
Forvis Mazars Wealth Advisors
Missouri
$274K – – –
NWS
646
Newport Wealth Strategies
California
$272K – – –
SC
647
Savant Capital
Illinois
$271K -$19.6K -55 -7%
CIM
648
Contravisory Investment Management
Massachusetts
$270K -$27.7K -78 -9%
NCM
649
Noesis Capital Mangement
Florida
$269K -$7.1K -20 -3%
GT
650
Glenview Trust
Kentucky
$264K -$10.6K -30 -4%
24 25
26
27 28