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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
HSBC Holdings
251
HSBC Holdings
United Kingdom
$5.23M -$2.9M -5,270 -36%
BPWM
252
Badgley Phelps Wealth Managers
Washington
$5.21M +$183K +332 +4%
BWP
253
Balboa Wealth Partners
Arizona
$5.19M -$1.12M -2,033 -18%
GSC
254
G&S Capital
Colorado
$5.17M +$102K +185 +2%
Financial Engines Advisors
255
Financial Engines Advisors
California
$5.16M -$76.6K -139 -2%
NCG
256
Newport Capital Group
New Jersey
$5.16M +$127K +230 +3%
ABC
257
Associated Banc-Corp
Wisconsin
$5.15M -$52.3K -95 -1%
CCFCSB
258
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M -$57.3K -104 -1%
BPA
259
Beacon Pointe Advisors
California
$5.07M -$428K -777 -8%
TT
260
TI-Trust
Illinois
$4.96M -$41.9K -76 -0.9%
NC
261
NBW Capital
Massachusetts
$4.95M +$406K +737 +9%
AF
262
Allworth Financial
California
$4.79M +$32.5K +59 +0.7%
ANTB
263
AMG National Trust Bank
Colorado
$4.79M -$2.95M -5,360 -39%
CGH
264
CMG Global Holdings
Texas
$4.76M +$28.1K +51 +0.6%
KFP
265
KMG Fiduciary Partners
Ohio
$4.71M -$199K -361 -4%
MMHP
266
Murphy Middleton Hinkle & Parker
Georgia
$4.68M -$44.6K -81 -1%
SGCA
267
Steel Grove Capital Advisors
Tennessee
$4.68M -$207K -376 -4%
MWM
268
Modera Wealth Management
New Jersey
$4.64M -$158K -287 -3%
HCM
269
Highview Capital Management
Illinois
$4.63M +$12.1K +22 +0.3%
BFWA
270
Benchmark Financial Wealth Advisors
Florida
$4.59M +$103K +187 +2%
BC
271
Barrett & Company
Rhode Island
$4.58M -$49.6K -90 -1%
SF
272
Summit Financial
New Jersey
$4.58M +$977K +1,774 +28%
CL
273
Choreo LLC
Illinois
$4.56M -$321K -583 -7%
IFPG
274
Intrepid Financial Planning Group
Indiana
$4.55M -$239K -434 -5%
BRG
275
Bay Rivers Group
Virginia
$4.54M +$18.2K +33 +0.4%

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.