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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
$162M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$144M
3
Morgan Stanley
Morgan Stanley
New York
$503M
4
Citigroup
Citigroup
New York
$86.6M
5
NIMC
NWQ Investment Management Company
California
$40M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$350K
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
3
LPL Financial
LPL Financial
California
$121M
4
Barclays
Barclays
United Kingdom
$2.62M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
826
LCNB Corp
Ohio
– -$586K -1,715 Closed
FSA
827
Financial Sense Advisors
California
– -$513K -1,500 Closed
EFS
828
Essex Financial Services
Connecticut
– -$445K -1,303 Closed
FTIOP
829
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$348K -1,017 Closed
PSF
830
Pacific Sun Financial
California
– -$302K -885 Closed
IWC
831
Integrated Wealth Concepts
Massachusetts
– -$229K -687 Closed
CDIA
832
Capital Directions Investment Advisors
Georgia
– -$232K -679 Closed
HA
833
Hays Advisory
Tennessee
– -$231K -675 Closed
WMSA
834
Weiss Multi-Strategy Advisers
New York
– -$217K -634 Closed
RIA
835
Regal Investment Advisors
Michigan
– -$211K -618 Closed
KA
836
Kovack Advisors
Florida
– -$210K -614 Closed
MPM
837
Meritage Portfolio Management
Kansas
– -$208K -608 Closed
CBU
838
CIBC Bank USA
Illinois
– -$202K -589 Closed
JG
839
Jefferies Group
New York
– -$171K -500 Closed
FCAG
840
First Capital Advisors Group
New Jersey
– -$126K -369 Closed
APP
841
Avantax Planning Partners
Iowa
– -$68K -198 Closed
WB
842
Webster Bank
Connecticut
– -$57K -168 Closed
ACM
843
Armbruster Capital Management
New York
– -$41K -120 Closed
PWM
844
Perigon Wealth Management
California
– -$36K -105 Closed
IWM
845
IHT Wealth Management
Illinois
– -$28K -85 Closed
TWA
846
TCI Wealth Advisors
Arizona
– -$18K -53 Closed
CGI
847
Cougar Global Investments
Ontario, Canada
– -$14K -42 Closed
KF
848
Krilogy Financial
Missouri
– -$4K -13 Closed
NC
849
NewSquare Capital
Pennsylvania
– -$3K -9 Closed
DWM
850
Destination Wealth Management
California
– -$2K -6 Closed
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