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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
UR
251
USCA RIA
Texas
$3.8M +$896K +2,663 +32%
CT
252
Cambridge Trust
Massachusetts
$3.79M -$351K -1,042 -9%
Kayne Anderson Rudnick Investment Management
253
Kayne Anderson Rudnick Investment Management
California
$3.79M -$61.3M -182,158 -94%
SF
254
Synovus Financial
Georgia
$3.76M -$1.38M -4,097 -27%
WIC
255
Whitegate Investment Counselors
New Hampshire
$3.72M
FFSOTS
256
Fiduciary Financial Services of The Southwest
Texas
$3.71M -$58.2K -173 -2%
TRCT
257
Tower Research Capital (TRC)
New York
$3.65M -$2.98M -8,867 -46%
MWP
258
MYCIO Wealth Partners
Pennsylvania
$3.63M +$6.39K +19 +0.2%
CRA
259
Circle Road Advisors
New York
$3.61M -$6.71M -19,950 -66%
CPA
260
Capital Planning Advisors
California
$3.58M +$116K +346 +3%
KFGK
261
Keystone Financial Group (Kentucky)
Kentucky
$3.54M -$12.4K -37 -0.4%
NPT
262
Nixon Peabody Trust
Massachusetts
$3.46M -$178K -530 -5%
PGCM
263
Prescott Group Capital Management
Oklahoma
$3.45M +$3.36M +10,000 New
BRWM
264
B. Riley Wealth Management
Tennessee
$3.42M +$1.05M +3,128 +46%
SJIM
265
St. Johns Investment Management
Florida
$3.42M -$45.4K -135 -1%
SFS
266
Sowell Financial Services
Arkansas
$3.4M +$229K +681 +7%
WC
267
Whitnell & Co
Illinois
$3.4M +$330K +982 +11%
BP
268
Ballentine Partners
Massachusetts
$3.37M -$666K -1,981 -17%
SAM
269
Sawgrass Asset Management
Florida
$3.35M -$57.2K -170 -2%
HFS
270
HL Financial Services
Kentucky
$3.34M -$342K -1,016 -9%
SWP
271
Stratos Wealth Partners
Ohio
$3.31M +$7.4K +22 +0.2%
SCG
272
Sonata Capital Group
Washington
$3.23M
MMHP
273
Murphy Middleton Hinkle & Parker
Georgia
$3.2M +$673 +2 +0%
BA
274
Bristlecone Advisors
Washington
$3.17M +$77K +229 +3%
NAMP
275
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.11M -$204K -605 -6%

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.