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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 %
MWM
726
Mascoma Wealth Management
New Hampshire
$131K +$3.55K +10 +3%
SWP
727
Strategic Wealth Partners
Ohio
$126K -$2.33M -6,588 -95%
WAS
728
Winch Advisory Services
Wisconsin
$121K – – –
CAC
729
Certified Advisory Corp
Florida
$121K +$356 +1 +0.3%
HT
730
Heritage Trust
Oklahoma
$119K – – –
MDCM
731
Morgan Dempsey Capital Management
Wisconsin
$118K – – –
VIA
732
Vantage Investment Advisors
Pennsylvania
$114K -$2.14K -6 -2%
AIM
733
Anchor Investment Management
South Carolina
$107K – – –
ClearBridge Investments
734
ClearBridge Investments
New York
$104K -$17K -48 -14%
GI
735
Gradient Investments
Minnesota
$100K +$14.2K +40 +17%
CAL
736
Capital Analysts LLC
Pennsylvania
$97K -$5.35K -15 -5%
MYIA
737
Mount Yale Investment Advisors
Colorado
$91K – – –
WEC
738
Winslow Evans & Crocker
Massachusetts
$90K – – –
AWM
739
Avior Wealth Management
Nebraska
$83K – – –
IWP
740
Icon Wealth Partners
Texas
$83K +$83K +233 New
BWP
741
Baldwin Wealth Partners
Massachusetts
$82K +$35.3K +100 +76%
KJWM
742
Kiley Juergens Wealth Management
Washington
$80K +$80K +228 New
CHP
743
Cable Hill Partners
Oregon
$74K -$3.9K -11 -5%
FMB
744
Field & Main Bank
Kentucky
$72K -$5.4K -15 -7%
SMFS
745
Squar Milner Financial Services
California
$72K +$72K +202 New
QCIG
746
Quad-Cities Investment Group
Iowa
$72K +$72K +203 New
VCM
747
Vigilant Capital Management
Maine
$69K -$1.79K -5 -3%
CT
748
Clearstead Trust
Maine
$66K +$66K +185 New
PO
749
Private Ocean
California
$65K -$43.1K -122 -40%
SFSIG
750
San Francisco Sentry Investment Group
California
$65K – – –
28 29
30
31 32