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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

818 hedge funds and large institutions have $7.79B invested in SPDR S&P MidCap 400 ETF Trust in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 220 increasing their positions, 399 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
-112
Holders Change %
-12.04%
% of All Funds
18.07%
Holding in Top 10
61
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-30.68%
% of All Funds
1.35%
New
52
Increased
220
Reduced
399
Closed
150
Calls
$176M
Puts
$150M
Net Calls
+$25.9M
Net Calls Change
-$23.7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$299M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$235M
3
WA
Waddell & Associates
Tennessee
+$29M
4
Citigroup
Citigroup
New York
+$20M
5
AI
Atom Investors
Texas
+$12.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$68M
2
Bank of America
Bank of America
North Carolina
-$47.7M
3
Barclays
Barclays
United Kingdom
-$42.4M
4
CS
Credit Suisse
Switzerland
-$34.9M
5
BMM
Berkshire Money Management
Massachusetts
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
701
Endurance Wealth Management
Rhode Island
$156K – – –
ZB
702
Zions Bancorporation
Utah
$152K – – –
FFW
703
Fusion Family Wealth
New York
$149K – – –
BWA
704
Burt Wealth Advisors
Maryland
$148K – – –
CBT
705
Capital Bank & Trust
California
$148K +$9.2K +35 +7%
PVH
706
Psagot Value Holdings
Israel
$147K +$14.8K +56 +11%
EP
707
Eudaimonia Partners
Tennessee
$145K -$2.36K -9 -2%
RWA
708
Ropes Wealth Advisors
Massachusetts
$141K – – –
CFA
709
Carroll Financial Associates
North Carolina
$139K -$61.9K -236 -31%
PFBT
710
Parkside Financial Bank & Trust
Missouri
$134K – – –
BFC
711
Bedel Financial Consulting
Indiana
$133K – – –
HDIM
712
Hanson & Doremus Investment Management
Vermont
$131K – – –
BBPWM
713
Blue Bell Private Wealth Management
Pennsylvania
$131K +$85.2K +325 +186%
EIP
714
Ellis Investment Partners
Pennsylvania
$124K -$196K -797 -61%
PCTC
715
Perkins Coie Trust Company
Washington
$124K -$60.3K -230 -33%
BAMG
716
Brand Asset Management Group
Missouri
$119K -$93.4K -354 -44%
BWM
717
BerganKDV Wealth Management
Minnesota
$117K – – –
First Manhattan
718
First Manhattan
New York
$116K +$97.8K +375 +536%
VC
719
Vicus Capital
Pennsylvania
$114K +$114K +4,516 New
AWM
720
Avior Wealth Management
Nebraska
$113K -$5.22K -20 -4%
TFS
721
TrustCore Financial Services
Tennessee
$112K – – –
S
722
SignatureFD
Georgia
$110K -$34K -129 -24%
HIA
723
Harbor Investment Advisory
Maryland
$109K – – –
LWANC
724
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K +$1.84K +7 +2%
JGIA
725
Jackson Grant Investment Advisers
Connecticut
$103K +$7.36K +28 +8%
27 28
29
30 31