We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

695 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

26% more call options, than puts

Call options by funds: $570M | Put options by funds: $452M

2% more funds holding

Funds holding: 684695 (+11)

0% more capital invested

Capital invested by funds: $10.9B → $10.9B (+$16.6M)

2.94% less ownership

Funds ownership: 57.93%54.98% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
695
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
2.59%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
276
JMG Financial Group
Illinois
$2.79M +$365K +1,177 +15%
HR
277
Howe & Rusling
New York
$2.76M +$157K +507 +6%
PMFA
278
Plante Moran Financial Advisors
Michigan
$2.75M -$170K -548 -6%
Capital Fund Management (CFM)
279
Capital Fund Management (CFM)
France
$2.73M +$1.09M +3,523 +68%
BA
280
Bristlecone Advisors
Washington
$2.67M -$147K -475 -5%
GAM
281
Gould Asset Management
California
$2.58M -$62.1K -200 -2%
DIA
282
Denver Investment Advisors
Colorado
$2.51M
MCWS
283
McKinley Carter Wealth Services
West Virginia
$2.49M
HFA
284
High Falls Advisors
New York
$2.43M -$6.83K -22 -0.3%
LNC
285
Lincoln National Corp
Pennsylvania
$2.38M -$714K -2,301 -23%
BAC
286
Boys Arnold & Co
North Carolina
$2.36M +$41.9K +135 +2%
AIA
287
Avalon Investment & Advisory
Texas
$2.34M +$206K +664 +10%
CT
288
Coastline Trust
Rhode Island
$2.28M -$1.55K -5 -0.1%
WB
289
WesBanco Bank
West Virginia
$2.24M
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$2.22M -$3.72K -12 -0.2%
CA
291
Cortland Associates
Missouri
$2.19M
HPC
292
HM Payson & Co
Maine
$2.11M +$1.82M +5,865 +670%
AIG
293
American International Group
New York
$2.1M +$2.08M +6,710 New
B
294
Bailard
California
$2.09M -$205K -660 -9%
BL
295
BFSG LLC
California
$2.08M +$2.07M +6,665 New
NPT
296
Nixon Peabody Trust
Massachusetts
$2.07M -$21.7K -70 -1%
CPA
297
Court Place Advisors
Maryland
$2.04M -$10.6K -34 -0.5%
ICM
298
Ionic Capital Management
New York
$2.03M -$504K -1,625 -20%
Millennium Management
299
Millennium Management
New York
$2.03M +$1.55M +5,000 +333%
GLA
300
Great Lakes Advisors
Illinois
$2.02M +$303K +975 +18%

MDY Hedge Fund Activity: Q1 2017 in Review

695 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2017, worth a combined $10.9B — up 0.15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDY positions and 43 closed out — a net gain of 16 holders — while 222 added to existing stakes and 269 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Citigroup, cutting an estimated $407M.

  • 695 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2017, up from 684 in Q4 2016.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2017, up 0.15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2017 and 43 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2017 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2017 was Citigroup, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2017.