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State Street SPDR S&P MIDCAP 400 ETF Trust

1,313 hedge funds and large institutions have $14B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 367 increasing their positions, 433 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

19% more call options, than puts

Call options by funds: $275M | Put options by funds: $231M

7% more capital invested

Capital invested by funds: $13.1B → $14B (+$964M)

3.96% more ownership

Funds ownership: 61.68%65.63% (+4%)

2% more funds holding

Funds holding: 1,2871,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

15% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 433

Holders
1,313
Holders Change
+26
Holders Change %
+2.02%
% of All Funds
18.85%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.73%
New
97
Increased
367
Reduced
433
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
226
Diversified Portfolios Inc
Michigan
$6.19M -$20.9K -38 -0.3%
ATC
227
Adirondack Trust Company
New York
$6.14M -$79.9K -145 -1%
RIS
228
Retirement Income Solutions
Michigan
$6.13M -$13.8K -25 -0.2%
LIM
229
Leavell Investment Management
Alabama
$6.11M +$275K +500 +5%
WSFS
230
Wilmington Savings Fund Society
Delaware
$5.91M +$5.2M +9,441 +1,003%
IC
231
IEQ Capital
California
$5.9M +$1.34M +2,435 +31%
GF
232
Gries Financial
Ohio
$5.9M +$66.1K +120 +1%
LPAM
233
Lodestar Private Asset Management
California
$5.77M +$74.9K +136 +1%
FLPIM
234
F.L. Putnam Investment Management
Massachusetts
$5.74M -$16.5K -30 -0.3%
RC
235
RBF Capital
California
$5.7M
DWP
236
Daymark Wealth Partners
Ohio
$5.63M +$145K +263 +3%
FCM
237
Firestone Capital Management
Florida
$5.61M -$130K -236 -2%
CPA
238
Court Place Advisors
Maryland
$5.57M +$521K +946 +11%
BONH
239
Bank of New Hampshire
New Hampshire
$5.56M -$111K -202 -2%
PAM
240
Peak Asset Management
Colorado
$5.55M -$163K -296 -3%
RCA
241
Resonant Capital Advisors
Wisconsin
$5.55M
MFA
242
Mayflower Financial Advisors
Massachusetts
$5.52M -$104K -189 -2%
HWM
243
HB Wealth Management
Georgia
$5.52M +$4.96K +9 +0.1%
ST
244
Sageworth Trust
Pennsylvania
$5.46M +$41.9K +76 +0.8%
BF
245
BOK Financial
Oklahoma
$5.42M -$118K -215 -2%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$5.41M +$1.26M +2,296 +32%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$5.38M
M
248
MOTCO
Texas
$5.38M -$38K -69 -0.7%
CTC
249
Central Trust Company
Missouri
$5.35M -$77.1K -140 -1%
SL
250
Sentinus LLC
Illinois
$5.33M +$54.3M +98,590 +4,366%

MDY Hedge Fund Activity: Q3 2024 in Review

1,313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2024, worth a combined $14B — up 7.4% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MDY positions and 55 closed out — a net gain of 42 holders — while 367 added to existing stakes and 433 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.2B. The largest seller was Bank of America, cutting an estimated $147M.

  • 1,313 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2024, up from 1,287 in Q2 2024.
  • Funds reported $14B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 97 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2024 and 55 closed out, a net change of +42 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $1.2B added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2024 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.