We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

697 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $728M | Put options by funds: $460M

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

2% more funds holding

Funds holding: 686697 (+11)

1.38% more ownership

Funds ownership: 54.94%56.33% (+1.4%)

0% less capital invested

Capital invested by funds: $10.5B → $10.5B (-$10.4M)

3% less funds holding in top 10

Funds holding in top 10: 9693 (-3)

31% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 270

Holders
697
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
17.38%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
2.32%
New
55
Increased
187
Reduced
270
Closed
39
Calls
$728M
Puts
$460M
Net Calls
+$269M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
251
Courier Capital
New York
$3.16M +$20K +63 +0.7%
HR
252
Howe & Rusling
New York
$3.12M +$197K +620 +7%
SCG
253
Sonata Capital Group
Washington
$3.1M
CBT
254
Central Bank & Trust
Kentucky
$3.09M -$10.5K -33 -0.3%
RTS
255
Round Table Services
New Jersey
$2.98M -$31.1K -98 -1%
BC
256
Brinker Capital
Pennsylvania
$2.95M +$2.87M +9,040 New
BAM
257
Belpointe Asset Management
Nevada
$2.93M +$2.85M +8,980 New
BA
258
Bristlecone Advisors
Washington
$2.91M -$11.4K -36 -0.4%
BCM
259
BlueCrest Capital Management
Jersey
$2.87M +$2.8M +8,794 New
HFS
260
HL Financial Services
Kentucky
$2.87M -$57.8K -182 -2%
JFG
261
JMG Financial Group
Illinois
$2.86M -$297K -936 -10%
PCP
262
Proficio Capital Partners
Massachusetts
$2.85M -$9.54K -30 -0.3%
GEA
263
Glen Eagle Advisors
New Jersey
$2.85M -$2.62M -8,229 -49%
PMFA
264
Plante Moran Financial Advisors
Michigan
$2.81M -$67.1K -211 -2%
FTS
265
Fifth Third Securities
Ohio
$2.68M -$49.9K -157 -2%
DIA
266
Denver Investment Advisors
Colorado
$2.62M
GAM
267
Gould Asset Management
California
$2.6M
LNC
268
Lincoln National Corp
Pennsylvania
$2.59M +$258K +813 +11%
MCWS
269
McKinley Carter Wealth Services
West Virginia
$2.54M -$12.7K -40 -0.5%
BAC
270
Boys Arnold & Co
North Carolina
$2.48M +$15.9K +50 +0.7%
NPT
271
Nixon Peabody Trust
Massachusetts
$2.39M +$32.1K +101 +1%
LNWWM
272
Laird Norton Wetherby Wealth Management
California
$2.32M
WB
273
WesBanco Bank
West Virginia
$2.31M -$23.8K -75 -1%
SPC
274
Sigma Planning Corp
Michigan
$2.25M +$180K +567 +9%
CT
275
Coastline Trust
Rhode Island
$2.23M -$138K -433 -6%

MDY Hedge Fund Activity: Q3 2017 in Review

697 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 Q3 2017, worth a combined $10.5B — down 0.1% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MDY positions and 39 closed out — a net gain of 16 holders — while 187 added to existing stakes and 270 trimmed.

The largest buyer was Credit Suisse, adding an estimated $71.4M. The largest seller was Morgan Stanley, cutting an estimated $198M.

  • 697 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2017, up from 686 in Q2 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2017, down 0.1% quarter-over-quarter.
  • 55 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2017 and 39 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2017 was Credit Suisse, an estimated $71.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2017.