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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Affinity Wealth Management
Delaware
$4.03M -$39.8K -110 -1%
PP
252
Pegasus Partners
Wisconsin
$4.03M
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$4.03M -$239K -660 -6%
B
254
Bridgeworth
Alabama
$4.02M -$223K -618 -5%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$4.01M -$1.22M -3,372 -24%
WIC
256
Whitegate Investment Counselors
New Hampshire
$3.99M
FFSOTS
257
Fiduciary Financial Services of The Southwest
Texas
$3.9M -$35.8K -99 -0.9%
IA
258
IFG Advisory
Georgia
$3.9M +$120K +332 +3%
VF
259
Virtu Financial
New York
$3.86M +$3.72M +10,289 New
EK
260
Evensky & Katz
Florida
$3.8M -$331K -917 -8%
HCM
261
Howard Capital Management
Georgia
$3.78M -$16.9M -46,759 -82%
SFS
262
Sowell Financial Services
Arkansas
$3.76M -$1.91M -5,282 -35%
BAC
263
Boys Arnold & Co
North Carolina
$3.73M +$587K +1,625 +20%
SWP
264
Stratos Wealth Partners
Ohio
$3.71M +$30.7K +85 +0.9%
CT
265
Cambridge Trust
Massachusetts
$3.69M -$75.5K -209 -2%
CG
266
Colony Group
Massachusetts
$3.68M +$2.55M +7,067 +258%
NPT
267
Nixon Peabody Trust
Massachusetts
$3.67M -$88.2K -244 -2%
PFS
268
Prospera Financial Services
Texas
$3.67M +$154K +427 +5%
SJIM
269
St. Johns Investment Management
Florida
$3.64M -$50.6K -140 -1%
WC
270
Whitnell & Co
Illinois
$3.61M -$115K -317 -3%
PWP
271
Personal Wealth Partners
Minnesota
$3.59M -$860K -2,380 -20%
HIS
272
Harvest Investment Services
Illinois
$3.49M -$715K -1,977 -18%
RhumbLine Advisers
273
RhumbLine Advisers
Massachusetts
$3.49M -$25.3K -70 -0.7%
BAM
274
Belpointe Asset Management
Nevada
$3.46M +$214K +593 +7%
MWA
275
Meridian Wealth Advisors
Texas
$3.44M +$68K +188 +2%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.