MDY icon

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 %
PCAP
676
Pratt Collard Advisory Partners
New York
$232K – – –
NPA
677
Nichols & Pratt Advisers
Massachusetts
$231K -$23.1K -65 -9%
AF
678
Arrow Financial
New York
$231K – – –
BC
679
Blackhill Capital
New Jersey
$231K – – –
AAMA
680
Advanced Asset Management Advisors
Ohio
$224K – – –
HCIA
681
Hochman Cole Investment Advisors
Illinois
$221K – – –
TFO
682
Tarbox Family Office
California
$221K – – –
PT
683
Plimoth Trust
Massachusetts
$220K – – –
ITIM
684
Indiana Trust & Investment Management
Indiana
$219K – – –
BHIA
685
Birch Hill Investment Advisors
Massachusetts
$219K – – –
BC
686
Burney Company
Virginia
$218K +$218K +615 New
TSS
687
Thomas Story & Son
Indiana
$217K -$8.89K -25 -4%
CAM
688
Concorde Asset Management
Michigan
$216K -$48K -136 -18%
AWA
689
Arete Wealth Advisors
Illinois
$216K -$12.7K -36 -6%
EWA
690
Exencial Wealth Advisors
Oklahoma
$215K -$39.7K -112 -16%
CWM
691
Chesapeake Wealth Management
Virginia
$215K – – –
CCMD
692
Cypress Capital Management (Delaware)
Delaware
$215K – – –
FBFS
693
First Business Financial Services
Wisconsin
$213K – – –
WC
694
Weil Company
California
$213K – – –
NFC
695
Northeast Financial Consultants
Connecticut
$213K – – –
SP
696
Successful Portfolios
Florida
$213K – – –
SLA
697
Silver Lake Advisory
Utah
$210K -$2.23K -7 -1%
FFW
698
Fusion Family Wealth
New York
$210K – – –
NCM
699
Novare Capital Management
North Carolina
$206K -$21.3K -60 -9%
FC
700
Ferris Capital
Massachusetts
$206K – – –
26 27
28
29 30