We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

686 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $752M | Put options by funds: $570M

0.04% less ownership

Funds ownership: 54.98%54.94% (-0.04%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$412M)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

1% less funds holding

Funds holding: 695686 (-9)

8% less funds holding in top 10

Funds holding in top 10: 10496 (-8)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 272

Holders
686
Holders Change
-9
Holders Change %
-1.29%
% of All Funds
17.1%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
2.39%
New
45
Increased
205
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
Putnam Investments
Massachusetts
$4.16M +$614K +1,950 +17%
WJA
227
Williams Jones & Associates
New York
$4.16M +$187K +593 +5%
PFPT
228
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.09M +$376K +1,193 +10%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$4.04M -$275K -875 -6%
BWAM
230
Boyd Watterson Asset Management
Ohio
$3.91M
TBA
231
Train Babcock Advisors
New York
$3.88M -$27.7K -88 -0.7%
AWM
232
AE Wealth Management
Kansas
$3.87M +$260K +827 +7%
ACM
233
Aviance Capital Management
Florida
$3.85M -$13.3M -42,272 -78%
FPCM
234
Financial Partners Capital Management
New York
$3.77M +$118K +375 +3%
SF
235
Synovus Financial
Georgia
$3.77M +$109K +346 +3%
FHA
236
First Horizon Advisors
Tennessee
$3.72M -$69.3K -220 -2%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$3.7M +$1.57K +5 +0%
NAMP
238
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.65M -$170K -540 -4%
WIC
239
Whitegate Investment Counselors
New Hampshire
$3.56M +$2.83K +9 +0.1%
GA
240
Geneva Advisors
Illinois
$3.47M -$89.1K -283 -3%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$3.42M +$140K +444 +4%
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$3.4M -$24.9M -78,985 -88%
GBT
243
Grove Bank & Trust
Florida
$3.36M -$310K -985 -9%
PFS
244
Prospera Financial Services
Texas
$3.33M +$27.1K +86 +0.8%
SS
245
Simplicity Solutions
Minnesota
$3.32M +$144K +459 +5%
SAM
246
Sawgrass Asset Management
Florida
$3.31M
HTC
247
Haverford Trust Company
Pennsylvania
$3.29M
WC
248
Whitnell & Co
Illinois
$3.25M -$61.7K -196 -2%
VC
249
Vicus Capital
Pennsylvania
$3.21M +$124K +395 +4%
IWA
250
Intercontinental Wealth Advisors
Texas
$3.13M +$1.29M +4,083 +71%

MDY Hedge Fund Activity: Q2 2017 in Review

686 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2017, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MDY and 45 opened new positions — a net loss of 2 holders — while 272 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Freedom Investment Management, cutting an estimated $238M.

  • 686 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2017, down from 695 in Q1 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2017 and 47 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2017 was Morgan Stanley, an estimated $267M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2017 was Freedom Investment Management, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2017.