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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

812 hedge funds and large institutions have $11.2B invested in SPDR S&P MidCap 400 ETF Trust in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 297 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
18.64%
Holding in Top 10
114
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.54%
% of All Funds
2.62%
New
64
Increased
246
Reduced
297
Closed
54
Calls
$486M
Puts
$432M
Net Calls
+$54M
Net Calls Change
+$20.8M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$184M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$168M
3
N
Natixis
France
$51.3M
4
EVM
Eaton Vance Management
Massachusetts
$62.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.8M

Top Sellers

1
Citigroup
Citigroup
New York
$12.7M
2
UBS Group
UBS Group
Switzerland
$405M
3
Barclays
Barclays
United Kingdom
$36.6M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$42M
5
Victory Capital Management
Victory Capital Management
Texas
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
751
Litman Gregory Wealth Management
California
$66K +$8.59K +25 +15%
SFSIG
752
San Francisco Sentry Investment Group
California
$62K – – –
WB
753
Webster Bank
Connecticut
$57K – – –
NPP
754
New Potomac Partners
Maryland
$56K – – –
CHC
755
City Holding Co
West Virginia
$55K – – –
PCM
756
Prelude Capital Management
New York
$53K +$53K +156 New
TL
757
TrueWealth LLC
Georgia
$52K -$54.8K -159 -51%
ADL
758
Asset Dedication LLC
California
$52K – – –
LJHT
759
Laurie J. Hall Trustee
$51K -$357K -1,050 -88%
AP
760
Atwood & Palmer
Missouri
$51K – – –
IFA
761
Interactive Financial Advisors
Illinois
$50K -$35.4K -104 -41%
TIM
762
Tortoise Investment Management
New York
$47K – – –
SHJ
763
Sharkey, Howes & Javer
Colorado
$46K +$341 +1 +0.7%
BWP
764
Baldwin Wealth Partners
Massachusetts
$45K – – –
SWMG
765
Signature Wealth Management Group
Georgia
$44K – – –
KC
766
KHP Capital
Oklahoma
$44K +$44K +128 New
HS
767
Horan Securities
United States
$43K – – –
FIB
768
First Interstate Bank
Montana
$43K – – –
OFW
769
Omnia Family Wealth
Florida
$43K +$43K +125 New
ACM
770
Armbruster Capital Management
New York
$41K – – –
AWM
771
Aevitas Wealth Management
Massachusetts
$40K – – –
AFIA
772
America First Investment Advisors
Nebraska
$38K – – –
GTAM
773
Global Trust Asset Management
Florida
$38K – – –
PWM
774
Perigon Wealth Management
California
$36K – – –
MGIA
775
Moneta Group Investment Advisors
Missouri
$35K – – –
29 30
31
32 33