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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$731M
2
SG Americas Securities
SG Americas Securities
New York
$110M
3
Goldman Sachs
Goldman Sachs
New York
$190M
4
Victory Capital Management
Victory Capital Management
Texas
$115M
5
SAS
Sage Advisory Services
Texas
$60.7M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$584K
2
State Street
State Street
Massachusetts
$61.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.6M
4
LPL Financial
LPL Financial
California
$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
676
MinichMacGregor Wealth Management
New York
$14K +$14K +47 New
CFG
677
CKW Financial Group
Hawaii
$11K – – –
NA
678
NewEdge Advisors
Louisiana
$9.2K +$9.2K +29 New
QCG
679
Quadrant Capital Group
Ohio
$9K – – –
RBC
680
Roble Belko & Company
Pennsylvania
$9K – – –
ED
681
Exane Derivatives
France
$8.57K +$8.57K +27 New
CFA
682
Carroll Financial Associates
North Carolina
$6K – – –
MCIA
683
Mountain Capital Investment Advisors
Colorado
$6K +$6K +20 New
HI
684
Hudock Inc
Pennsylvania
$4K -$686K -2,573 -99%
KF
685
Krilogy Financial
Missouri
$4K -$23.7K -77 -86%
TCM
686
Tradewinds Capital Management
Washington
$3K – – –
RFM
687
Royal Fund Management
Florida
$2K -$18K -63 -90%
TFA
688
Transamerica Financial Advisors
Florida
$1K -$3.64M -10,929 -100%
FWC
689
First Washington Corp
Washington
$254 – – –
IWM
690
IHT Wealth Management
Illinois
$80 – – –
VF
691
Virtu Financial
New York
– -$53.5M -171,221 Closed
Rafferty Asset Management
692
Rafferty Asset Management
New York
– -$32.8M -104,985 Closed
PI
693
Pachira Investments
California
– -$24.4M -78,123 Closed
QIM
694
Quantitative Investment Management
Virginia
– -$13.9M -44,600 Closed
IAA
695
Independent Advisor Alliance
North Carolina
– -$8.68M -28,185 Closed
FIG
696
FundX Investment Group
California
– -$3.91M -12,500 Closed
BC
697
Brinker Capital
Pennsylvania
– -$3.21M -10,258 Closed
HIM
698
Hanlon Investment Management
New Jersey
– -$3.09M -9,878 Closed
KM
699
Kalos Management
Georgia
– -$2.81M -8,996 Closed
CA
700
Cortland Associates
Missouri
– -$2.19M -6,994 Closed
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