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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

555 hedge funds and large institutions have $9.11B invested in SPDR S&P MidCap 400 ETF Trust in 2014 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 182 reducing their positions, and 31 closing their positions.

Holders
555
Holders Change
+48
Holders Change %
+9.47%
% of All Funds
14.81%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
87
Increased
173
Reduced
182
Closed
31
Calls
$614M
Puts
$985M
Net Calls
-$371M
Net Calls Change
-$311M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$472M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$210M
3
FIM
3
Freedom Investment Management
Connecticut
$83.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$76.8M
5
MCM
5
MAI Capital Management
Ohio
$57.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$49.6M
2
CM
2
Churchill Management
California
$88.7M
3
CS
3
Credit Suisse
Switzerland
$40.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$247M
5
LPL Financial
5
LPL Financial
California
$409M
Name Market Value Shares Shares
Change 		Shares
Change %
KWMG
76
King Wealth Management Group
Florida
$16.3M 61,597 +3,779 +7%
SMC
77
Smith, Moore & Co
Missouri
$16.2M 61,494 +814 +1%
DWM
78
Dakota Wealth Management
Florida
$15.7M 59,472 +59,472 New
NB
79
NBT Bank
New York
$15.4M 58,219 -1,431 -2%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$15M 57,000 – –
CDH
81
Charles D. Hyman
$14.8M 56,251 +1,260 +2%
FFBTD
82
First Financial Bank - Trust Division
Ohio
$14.4M 54,582 -4,852 -8%
SIAS
83
Shine Investment Advisory Services
Colorado
$14.4M 54,401 +1,459 +3%
HC
84
Highmount Capital
New York
$14.2M 53,771 -669 -1%
CCM
85
Covington Capital Management
California
$14.2M 53,612 -156 -0.3%
PWM
86
Patriot Wealth Management
Texas
$13.8M 52,400 +1,895 +4%
VF
87
Virtu Financial
New York
$13.3M 50,477 +50,477 New
M&T Bank
88
M&T Bank
New York
$13.2M 49,895 -15,140 -23%
BFO
89
Boston Family Office
Massachusetts
$12.9M 48,793 -550 -1%
FA
90
FDx Advisors
Illinois
$12.7M 48,201 +11,579 +32%
LW
91
Linscomb Wealth
Texas
$12.7M 48,144 -962 -2%
KA
92
Klingman & Associates
New York
$12.7M 48,032 +48,032 New
TCT
93
TIAA CREF Trust
Missouri
$12.6M 47,703 -1,234 -3%
FAAS
94
First Allied Advisory Services
California
$12.6M 47,626 -2,157 -4%
DDC
95
Daniel Devine & Co
Florida
$12.4M 46,980 +46,980 New
Bessemer Group
96
Bessemer Group
New Jersey
$11.9M 45,241 -1,371 -3%
FNBT
97
FineMark National Bank & Trust
Florida
$11.9M 45,221 +592 +1%
NRS
98
Neville Rodie & Shaw
New York
$11.9M 45,095 +229 +0.5%
JWM
99
Jacobus Wealth Management
Wisconsin
$11.8M 44,692 +1,029 +2%
WTC
100
WhitTier Trust Company
Nevada
$11.6M 43,892 -1,264 -3%
2 3
4
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