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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

683 hedge funds and large institutions have $10.8B invested in SPDR S&P MidCap 400 ETF Trust in 2016 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 206 increasing their positions, 226 reducing their positions, and 33 closing their positions.

Holders
683
Holders Change
+70
Holders Change %
+11.42%
% of All Funds
17.1%
Holding in Top 10
109
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.86%
% of All Funds
2.73%
New
111
Increased
206
Reduced
226
Closed
33
Calls
$801M
Puts
$593M
Net Calls
+$207M
Net Calls Change
-$227M

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$234M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$122M
3
Wells Fargo
3
Wells Fargo
California
$791M
4
State Street
4
State Street
Massachusetts
$173M
5
Morgan Stanley
5
Morgan Stanley
New York
$568M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$143M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$47.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.34M
4
Citigroup
4
Citigroup
New York
$490M
5
KPAG
5
KLS Professional Advisors Group
New York
$123M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
76
Welch & Forbes
Massachusetts
$21.1M 69,777 +1,222 +2%
KWMG
77
King Wealth Management Group
Florida
$20.4M 67,586 -477 -0.7%
PFM
78
PacWest Financial Management
Arizona
$20.4M 6,747 -413 -6%
SIAS
79
Shine Investment Advisory Services
Colorado
$20.3M 67,136 +1,207 +2%
LWM
80
LBA Wealth Management
Florida
$20.1M 66,525 -2,212 -3%
Wolverine Trading
81
Wolverine Trading
Illinois
$20M 66,440 +46,370 +231%
CDH
82
Charles D. Hyman
$20M 66,191 -370 -0.6%
SMC
83
Smith, Moore & Co
Missouri
$19.7M 65,151 +1,620 +3%
1SB
84
1ST Source Bank
Indiana
$19.2M 63,490 +5,290 +9%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$18.8M 62,300 -24,100 -28%
PWM
86
Patriot Wealth Management
Texas
$18.3M 60,595 +46 +0.1%
EVM
87
Evelyn V. Moreno
$18M 59,735 -120 -0.2%
SFP
88
Shepherd Financial Partners
Massachusetts
$17.8M 58,619 +58,619 New
MA
89
MUFG Americas
New York
$17.8M 58,909 -6,728 -10%
PPA
90
Parametric Portfolio Associates
Washington
$17.7M 58,735 +58,735 New
SB
91
Suntrust Banks
Georgia
$17.6M 58,365 +9,520 +19%
CWM
92
Confluence Wealth Management
Oregon
$17.3M 57,476 -2,184 -4%
HBT
93
Hills Bank & Trust
Iowa
$17.1M 56,816 -515 -0.9%
IH
94
IFC Holdings
Florida
$16.8M 55,522 +50,596 +1,027%
LA
95
Leonetti & Associates
Illinois
$16.4M 54,469 -2,462 -4%
CA
96
Clearstead Advisors
Ohio
$16.4M 54,412 +54,412 New
WT
97
Washington Trust
Rhode Island
$16.3M 54,018 +2,883 +6%
DWM
98
Dakota Wealth Management
Florida
$16.1M 53,194 -1,562 -3%
KA
99
Klingman & Associates
New York
$15.9M 52,660 -3,438 -6%
CCM
100
Covington Capital Management
California
$15.9M 52,537 +1,456 +3%
2 3
4
5 6