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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

580 hedge funds and large institutions have $8.8B invested in SPDR S&P MidCap 400 ETF Trust in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 182 increasing their positions, 206 reducing their positions, and 37 closing their positions.

Holders
580
Holders Change
+25
Holders Change %
+4.5%
% of All Funds
15.47%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.95%
New
67
Increased
182
Reduced
206
Closed
37
Calls
$541M
Puts
$793M
Net Calls
-$252M
Net Calls Change
+$120M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$522M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$61.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$304M
4
RMPT
4
Raytheon Master Pension Trust
Massachusetts
$46.5M
5
UCFA
5
United Capital Financial Advisors
Texas
$32.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$84.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.4M
3
UBS Group
3
UBS Group
Switzerland
$485M
4
Bank of America
4
Bank of America
North Carolina
$661M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
201
Cetera Advisors
Colorado
$3.66M 13,211 +1,158 +10%
CBT
202
Central Bank & Trust
Kentucky
$3.6M 12,974 +1,557 +14%
TBA
203
Train Babcock Advisors
New York
$3.5M 12,623 -37 -0.3%
RIA
204
Regal Investment Advisors
Michigan
$3.41M 12,293 +220 +2%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$3.4M 12,273 -783,007 -98%
GP
206
Gresham Partners
Illinois
$3.4M 12,325 +50 +0.4%
FHA
207
First Horizon Advisors
Tennessee
$3.37M 12,158 +375 +3%
BPC
208
Banque Pictet & Cie
Switzerland
$3.32M 11,969 -1,054 -8%
SF
209
Synovus Financial
Georgia
$3.32M 11,963 – –
CAN
210
Cetera Advisor Networks
California
$3.22M 11,601 -1,404 -11%
BWAM
211
Boyd Watterson Asset Management
Ohio
$3.16M 11,404 +354 +3%
SFG
212
SNS Financial Group
Minnesota
$3.11M 11,217 -841 -7%
CC
213
Courier Capital
New York
$3.11M 11,211 +172 +2%
DC
214
Davenport & Co
Virginia
$2.97M 10,722 +10,722 New
GAM
215
Gould Asset Management
California
$2.96M 10,675 +1,330 +14%
SIM
216
SSI Investment Management
California
$2.94M 10,615 +10,615 New
PWMAG
217
Pinnacle Wealth Management Advisory Group
New Jersey
$2.92M 10,515 +995 +10%
KPCM
218
Kings Point Capital Management
New York
$2.89M 10,435 +216 +2%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$2.81M 10,139 -1,336 -12%
HCP
220
Holt Capital Partners
Texas
$2.76M 9,946 +735 +8%
SCG
221
Sonata Capital Group
Washington
$2.71M 9,785 – –
William Blair & Company
222
William Blair & Company
Illinois
$2.71M 9,774 -50 -0.5%
CPA
223
Capital Planning Advisors
California
$2.7M 9,720 +490 +5%
SAM
224
Sawgrass Asset Management
Florida
$2.67M 9,636 – –
DIA
225
Denver Investment Advisors
Colorado
$2.64M 9,523 -220 -2%
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