MDY icon

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
$594M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$257M
3
WA
Waddell & Associates
Tennessee
$29M
4
Citigroup
Citigroup
New York
$98.4M
5
AI
Atom Investors
Texas
$12.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$238M
2
Bank of America
Bank of America
North Carolina
$643M
3
Barclays
Barclays
United Kingdom
$205K
4
CS
Credit Suisse
Switzerland
$13.6M
5
BMM
Berkshire Money Management
Massachusetts
$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
Select Equity Group
851
Select Equity Group
New York
– -$778K -2,072 Closed
Jennison Associates
852
Jennison Associates
New York
– -$676K -1,802 Closed
PCMC
853
Paragon Capital Management (Colorado)
Colorado
– -$657K -1,750 Closed
AOWM
854
Alpha Omega Wealth Management
Virginia
– -$626K -1,668 Closed
SS
855
Sunbelt Securities
Texas
– -$598K -1,593 Closed
BIM
856
Bridgecreek Investment Management
Oklahoma
– -$569K -1,515 Closed
EP
857
Edgestream Partners
New Jersey
– -$562K -1,498 Closed
HIIFS
858
Harel Insurance Investments & Financial Services
Israel
– -$551K -1,480 Closed
SI
859
Shaker Investments
Ohio
– -$540K -1,440 Closed
WMSA
860
Weiss Multi-Strategy Advisers
New York
– -$541K -1,440 Closed
IIA
861
ICW Investment Advisors
Arizona
– -$531K -1,415 Closed
S
862
Surevest
California
– -$531K -1,414 Closed
IIC
863
Integrated Investment Consultants
Michigan
– -$526K -1,400 Closed
CL
864
Choreo LLC
Illinois
– -$524K -1,390 Closed
IWC
865
Integrated Wealth Concepts
Massachusetts
– -$505K -1,346 Closed
WWM
866
WJ Wealth Management
Arizona
– -$471K -1,255 Closed
EE
867
EWG Elevate
California
– -$447K -1,190 Closed
FI
868
FormulaFolio Investments
Michigan
– -$429K -1,142 Closed
BHTS
869
Bar Harbor Trust Services
Maine
– -$428K -1,140 Closed
CC
870
Cadinha & Co
Hawaii
– -$425K -1,131 Closed
BP
871
BBR Partners
New York
– -$402K -1,070 Closed
SPP
872
Single Point Partners
Massachusetts
– -$396K -1,056 Closed
NEPPG
873
New England Professional Planning Group
Rhode Island
– -$381K -1,015 Closed
APW
874
Aurora Private Wealth
New Jersey
– -$371K -989 Closed
JIR
875
James Investment Research
Ohio
– -$357K -950 Closed
33 34
35
36 37