We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
226
Badgley, Phelps & Bell
Washington
$4.71M -$954K -2,835 -17%
MWM
227
Modera Wealth Management
New Jersey
$4.7M -$32K -95 -0.7%
CA
228
Calton & Associates
Florida
$4.68M +$207K +615 +5%
BB
229
Busey Bank
Illinois
$4.66M +$3.48M +10,359 +330%
PWP
230
Personal Wealth Partners
Minnesota
$4.57M -$9.64M -28,649 -68%
Mariner
231
Mariner
Kansas
$4.56M +$26.4M +78,479 +1,175%
B
232
Bridgeworth
Alabama
$4.54M -$317K -942 -7%
BWAM
233
Boyd Watterson Asset Management
Ohio
$4.53M +$171K +508 +4%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$4.52M +$132K +393 +3%
MPPLM
235
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.46M -$263K -781 -6%
BWFA
236
Baltimore-Washington Financial Advisors
Maryland
$4.45M -$43.4K -129 -1%
Fidelity Investments
237
Fidelity Investments
Massachusetts
$4.32M +$150K +445 +4%
SPIA
238
Steward Partners Investment Advisory
New York
$4.31M +$121K +360 +3%
LC
239
Lourd Capital
California
$4.21M
SBWM
240
Sunflower Bank Wealth Management
Arizona
$4.17M -$103K -305 -2%
AWM
241
Affinity Wealth Management
Delaware
$4.15M -$3.5M -10,410 -46%
PCP
242
Proficio Capital Partners
Massachusetts
$4.14M -$43.7K -130 -1%
VFPI
243
Vantage Financial Partners (Illinois)
Illinois
$4.12M +$15.1K +45 +0.4%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$4.09M +$84.1K +250 +2%
CA
245
Capital Advantage
California
$4.01M -$108K -320 -3%
PP
246
Pegasus Partners
Wisconsin
$3.93M -$14M -41,650 -79%
PFS
247
Prospera Financial Services
Texas
$3.86M +$404K +1,201 +12%
APC
248
Aspire Private Capital
North Carolina
$3.86M -$977K -2,903 -21%
FHA
249
First Horizon Advisors
Tennessee
$3.84M +$155K +460 +4%
EK
250
Evensky & Katz
Florida
$3.83M +$3.73M +11,092 New

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.