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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 %
LNB
701
Ledyard National Bank
$204K – – –
CG
702
Caprock Group
Idaho
$204K +$204K +570 New
ECM
703
EagleClaw Capital Management
Massachusetts
$204K +$204K +575 New
SFM
704
Signet Financial Management
New Jersey
$203K -$177K -500 -47%
WA
705
WP Advisors
California
$203K +$203K +571 New
DAS
706
Dynamic Advisor Solutions
Arizona
$203K +$203K +572 New
MSA
707
Mason Street Advisors
Wisconsin
$202K -$1.11M -3,120 -85%
LB
708
Landmark Bank
Missouri
$202K +$202K +568 New
AIM
709
Avity Investment Management
Connecticut
$202K +$202K +569 New
T. Rowe Price Associates
710
T. Rowe Price Associates
Maryland
$200K +$200K +564 New
MRCM
711
M&R Capital Management
New Jersey
$195K – – –
JFA
712
JNBA Financial Advisors
Minnesota
$194K – – –
PFBT
713
Parkside Financial Bank & Trust
Missouri
$181K – – –
BFC
714
Bedel Financial Consulting
Indiana
$166K – – –
HDIM
715
Hanson & Doremus Investment Management
Vermont
$160K +$6.15K +18 +4%
FDCDDQ
716
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K – – –
WTB
717
Washington Trust Bank
Washington
$158K – – –
BWM
718
BerganKDV Wealth Management
Minnesota
$158K +$158K +444 New
CPA
719
Clear Perspective Advisors
Illinois
$157K – – –
TFS
720
TrustCore Financial Services
Tennessee
$149K – – –
BC
721
Barnett & Company
Tennessee
$144K – – –
OFW
722
Omnia Family Wealth
Florida
$141K +$96.4K +270 +216%
JGIA
723
Jackson Grant Investment Advisers
Connecticut
$139K +$355 +1 +0.3%
MMG
724
Monetary Management Group
Missouri
$138K +$6.02K +17 +5%
WIM
725
Westside Investment Management
California
$136K +$35.7K +100 +36%
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