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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 %
PA
776
Parallel Advisors
California
$34K – – –
AF
777
Advisornet Financial
Minnesota
$32K – – –
WAM
778
Watermark Asset Management
California
$32K – – –
LC
779
Landaas & Company
Wisconsin
$32K +$32K +89 New
EWM
780
Elmwood Wealth Management
California
$30.5K – – –
FGAM
781
Financial Gravity Asset Management
Texas
$30K -$7.79M -21,289 -100%
SWA
782
Sutton Wealth Advisors
Florida
$29.1K – – –
CB
783
CNB Bank
Pennsylvania
$28K -$68.8K -194 -71%
FWC
784
First Washington Corp
Washington
$28K – – –
BG
785
Bollard Group
Massachusetts
$28K – – –
LJHT
786
Laurie J. Hall Trustee
$27K -$27K -75 -50%
WWM
787
Wagner Wealth Management
South Carolina
$27K – – –
LYV
788
Live Your Vision
Pennsylvania
$25K – – –
IF
789
Ironwood Financial
Arizona
$23K – – –
CC
790
Claybrook Capital
Massachusetts
$20K – – –
ML
791
McAdam LLC
Pennsylvania
$20K +$4K +11 +25%
PS
792
Portfolio Strategies
New York
$18K – – –
CWA
793
Clarus Wealth Advisors
Arizona
$17K +$17K +50 New
AWM
794
AllSquare Wealth Management
New York
$15K -$68.6K -192 -82%
JA
795
JOYN Advisors
Georgia
$14K +$14K +40 New
FEG
796
Financial Enhancement Group
Indiana
$13K – – –
RFA
797
Reilly Financial Advisors
California
$12K – – –
CFG
798
CKW Financial Group
Hawaii
$12K – – –
QCG
799
Quadrant Capital Group
Ohio
$10K – – –
SIS
800
Sound Income Strategies
Florida
$8K +$348 +1 +5%
30 31
32
33 34