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State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
251
Synovus Financial
Georgia
$3.86M
PFS
252
Prospera Financial Services
Texas
$3.85M -$66K -189 -2%
UR
253
USCA RIA
Texas
$3.85M -$57.3K -164 -1%
FFSOTS
254
Fiduciary Financial Services of The Southwest
Texas
$3.8M -$10.5K -30 -0.3%
WIC
255
Whitegate Investment Counselors
New Hampshire
$3.77M -$34.9K -100 -0.9%
MWP
256
MYCIO Wealth Partners
Pennsylvania
$3.73M +$4.19K +12 +0.1%
CT
257
Cambridge Trust
Massachusetts
$3.72M -$171K -490 -4%
KFGK
258
Keystone Financial Group (Kentucky)
Kentucky
$3.69M +$46.8K +134 +1%
CPA
259
Capital Planning Advisors
California
$3.62M -$53.8K -154 -1%
WC
260
Whitnell & Co
Illinois
$3.59M +$97.2K +278 +3%
NPT
261
Nixon Peabody Trust
Massachusetts
$3.56M +$8.04K +23 +0.2%
SJIM
262
St. Johns Investment Management
Florida
$3.49M -$17.5K -50 -0.5%
BP
263
Ballentine Partners
Massachusetts
$3.46M
SAM
264
Sawgrass Asset Management
Florida
$3.44M
SWP
265
Stratos Wealth Partners
Ohio
$3.43M +$32.2K +92 +1%
MMHP
266
Murphy Middleton Hinkle & Parker
Georgia
$3.29M +$349 +1 +0%
BA
267
Bristlecone Advisors
Washington
$3.27M +$14.3K +41 +0.4%
BAM
268
Belpointe Asset Management
Nevada
$3.25M +$2.76M +7,909 +633%
NAMP
269
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.17M -$21K -60 -0.7%
GEA
270
Glen Eagle Advisors
New Jersey
$3.17M +$3.15K +9 +0.1%
SBH
271
Segall Bryant & Hamill
Illinois
$3.1M +$74.8K +214 +3%
APC
272
Aspire Private Capital
North Carolina
$3.1M -$854K -2,443 -22%
PMFA
273
Plante Moran Financial Advisors
Michigan
$3.06M
IWA
274
Intercontinental Wealth Advisors
Texas
$3.05M -$100K -287 -3%
AIP
275
Ameritas Investment Partners
Nebraska
$3.04M

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.