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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 %
MFBTD
651
MB Financial Bank - Trust Department
Illinois
$264K – – –
TC
652
Trust Company
Kansas
$264K – – –
VST
653
Van Strum & Towne
California
$262K – – –
FHA
654
Flagship Harbor Advisors
Massachusetts
$261K +$10.6K +30 +4%
PCTC
655
Perkins Coie Trust Company
Washington
$260K -$30.2K -85 -10%
CCA
656
Clearwater Capital Advisors
Illinois
$260K +$7.1K +20 +3%
GG
657
GenWealth Group
New Jersey
$258K -$30.5K -86 -11%
FMBTD
658
First Midwest Bank Trust Division
Illinois
$255K -$3.55K -10 -1%
BHBT
659
Burke & Herbert Bank & Trust
Virginia
$254K – – –
ACM
660
AlphaStar Capital Management
North Carolina
$254K +$254K +715 New
CS
661
Cannell & Spears
New York
$253K – – –
BIC
662
Beach Investment Counsel
Pennsylvania
$252K – – –
PGWM
663
Parisi Gray Wealth Management
New Jersey
$250K -$14.5K -40 -5%
RWA
664
Ropes Wealth Advisors
Massachusetts
$250K +$30.9K +87 +14%
TAM
665
Trillium Asset Management
Massachusetts
$249K – – –
CAM
666
Carret Asset Management
New York
$249K – – –
MCM
667
Murphy Capital Management
New Jersey
$247K +$28.7K +81 +13%
EDRIA
668
Edmonds Duncan Registered Investment Advisors
Kansas
$246K – – –
CPSAC
669
Chas P. Smith & Associates (CPS)
Florida
$245K +$9.25K +26 +4%
CCM
670
Crabel Capital Management
California
$244K -$72.3K -204 -23%
WPIC
671
White Pine Investment Company
Michigan
$244K -$4.62K -13 -2%
BOS
672
Bingham Osborn & Scarborough
California
$244K – – –
AB
673
AT Bancorp
Iowa
$240K – – –
EWM
674
Endurance Wealth Management
Rhode Island
$235K – – –
CAM
675
Congress Asset Management
Massachusetts
$233K +$21.7K +61 +10%
25 26
27
28 29