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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 %
Bank of America
1
Bank of America
North Carolina
$661M 2,385,630 -190,200 -7%
Wells Fargo
2
Wells Fargo
California
$622M 2,243,288 +79,329 +4%
LPL Financial
3
LPL Financial
California
$522M 1,889,682 +341,032 +22%
V
4
Veritable
Delaware
$509M 1,836,265 -19,051 -1%
UBS Group
5
UBS Group
Switzerland
$485M 1,749,205 -626,570 -26%
US Bancorp
6
US Bancorp
Minnesota
$364M 1,313,206 -9,870 -0.7%
Northern Trust
7
Northern Trust
Illinois
$337M 1,214,690 -611 -0.1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$334M 1,205,663 +13,215 +1%
KPAG
9
KLS Professional Advisors Group
New York
$307M 1,108,359 -4,439 -0.4%
Morgan Stanley
10
Morgan Stanley
New York
$304M 1,095,897 +170,172 +18%
Goldman Sachs
11
Goldman Sachs
New York
$221M 798,858 -136,656 -15%
RJA
12
Raymond James & Associates
Florida
$221M 798,139 -78,689 -9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$111M 399,622 -45,638 -10%
Citigroup
14
Citigroup
New York
$109M 392,383 -86,434 -18%
ABTD
15
Arvest Bank Trust Division
Oklahoma
$108M 389,691 +7,904 +2%
FIM
16
Freedom Investment Management
Connecticut
$104M 373,889 +58,339 +18%
State Street
17
State Street
Massachusetts
$92.7M 334,441 -18,709 -5%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$84.5M 304,742 -1,484,742 -83%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$83.8M 302,106 -484 -0.2%
CM
20
Churchill Management
California
$66.2M 238,889 -97,300 -29%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$61.9M 223,105 +179,617 +413%
MCM
22
MAI Capital Management
Ohio
$59.7M 215,187 -1,078 -0.5%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$58.6M 211,206 +10,053 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$57.4M 206,890 -6,247 -3%
Victory Capital Management
25
Victory Capital Management
Texas
$57.2M 206,323 +95,824 +87%
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