MDY icon

SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

810 hedge funds and large institutions have $11.6B invested in SPDR S&P MidCap 400 ETF Trust in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 209 increasing their positions, 279 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+114
Holders Change %
+16.38%
% of All Funds
18.4%
Holding in Top 10
107
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.3%
% of All Funds
2.43%
New
146
Increased
209
Reduced
279
Closed
24
Calls
$709M
Puts
$676M
Net Calls
+$33.2M
Net Calls Change
-$235M

Top Buyers

1
Citigroup
1
Citigroup
New York
$362M
2
FIM
2
Freedom Investment Management
Connecticut
$207M
3
Barclays
3
Barclays
United Kingdom
$124M
4
UBS Group
4
UBS Group
Switzerland
$500M
5
Victory Capital Management
5
Victory Capital Management
Texas
$94.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$428M
2
SG Americas Securities
2
SG Americas Securities
New York
$13.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$54.1M
4
V
4
Veritable
Delaware
$496M
5
CS
5
Credit Suisse
Switzerland
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLF
201
Sun Life Financial
Ontario, Canada
$6.05M – – –
PWMAG
202
Pinnacle Wealth Management Advisory Group
New Jersey
$6.02M +$13.8K +40 +0.2%
MFW
203
Meristem Family Wealth
Minnesota
$5.87M – – –
RJT
204
Raymond James Trust
Florida
$5.86M -$562K -1,627 -9%
PAM
205
Peak Asset Management
Colorado
$5.85M -$33.2K -96 -0.6%
William Blair & Company
206
William Blair & Company
Illinois
$5.85M +$149K +431 +3%
Cerity Partners
207
Cerity Partners
New York
$5.77M -$203K -587 -3%
AWA
208
AmeriServ Wealth Advisors
Pennsylvania
$5.77M +$5.77M +16,662 New
MPPLM
209
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.76M +$5.76M +16,666 New
MML Investors Services
210
MML Investors Services
Massachusetts
$5.74M +$6.56K +19 +0.1%
LNC
211
Lincoln National Corp
Pennsylvania
$5.74M +$3M +8,672 +109%
DPI
212
Diversified Portfolios Inc
Michigan
$5.72M -$463K -1,339 -7%
Truist Financial
213
Truist Financial
North Carolina
$5.72M -$90.2K -261 -2%
AC
214
Alexandria Capital
Virginia
$5.72M -$408K -1,182 -7%
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$5.51M +$3.79M +10,960 +220%
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$5.38M +$4.78M +13,844 +800%
AWM
217
AE Wealth Management
Kansas
$5.37M -$60.1K -174 -1%
UCFA
218
United Capital Financial Advisors
Texas
$5.29M -$406K -1,170 -7%
ABC
219
Associated Banc-Corp
Wisconsin
$5.24M -$6.22K -18 -0.1%
BF
220
BOK Financial
Oklahoma
$5.16M +$274K +794 +6%
LFS
221
Lutz Financial Services
Nebraska
$5.14M +$5.14M +14,888 New
BCM
222
BlueCrest Capital Management
Jersey
$5.11M +$2.08M +6,012 +68%
DBIA
223
Dumont & Blake Investment Advisors
New Jersey
$5.11M +$126K +365 +3%
SS
224
Simplicity Solutions
Minnesota
$5.03M +$4.8M +13,893 +2,055%
ATFA
225
All Terrain Financial Advisors
Minnesota
$5.02M +$5.02M +14,539 New
7 8
9
10 11