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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
GEA
276
Glen Eagle Advisors
New Jersey
$3.08M -$24.9K -74 -0.8%
IWA
277
Intercontinental Wealth Advisors
Texas
$3.07M -$27.6K -82 -0.9%
PMFA
278
Plante Moran Financial Advisors
Michigan
$2.98M -$8.75K -26 -0.3%
BTS
279
BB&T Securities
Virginia
$2.97M +$331K +983 +13%
AIP
280
Ameritas Investment Partners
Nebraska
$2.96M +$72.3K +215 +3%
SBH
281
Segall Bryant & Hamill
Illinois
$2.95M -$6.39K -19 -0.2%
NGA
282
Naples Global Advisors
Florida
$2.91M -$70.6K -210 -2%
CHJWM
283
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.91M +$890K +2,645 +46%
FTUS
284
Flow Traders U.S.
New York
$2.84M +$2.77M +8,220 New
WAG
285
Winthrop Advisory Group
Massachusetts
$2.81M +$178K +528 +7%
LNWWM
286
Laird Norton Wetherby Wealth Management
California
$2.78M -$65.3K -194 -2%
BWM
287
BigSur Wealth Management
Florida
$2.77M -$1.82M -5,400 -40%
PAM
288
Private Asset Management
California
$2.77M -$82.4K -245 -3%
NIM
289
Nicollet Investment Management
Minnesota
$2.74M +$15.1K +45 +0.6%
Two Sigma Investments
290
Two Sigma Investments
New York
$2.73M +$1.86M +5,529 +234%
EIA
291
Eldridge Investment Advisors
New Hampshire
$2.68M +$10.8K +32 +0.4%
CPA
292
Court Place Advisors
Maryland
$2.66M -$6.73K -20 -0.3%
MFG
293
Merit Financial Group
Georgia
$2.63M -$3.37M -10,031 -23%
BFWA
294
Benchmark Financial Wealth Advisors
Florida
$2.56M -$125K -372 -5%
PAM
295
Pegasus Asset Management
New York
$2.54M -$111K -330 -4%
BAC
296
Boys Arnold & Co
North Carolina
$2.53M +$33.6K +100 +1%
HTC
297
Haverford Trust Company
Pennsylvania
$2.53M -$905K -2,691 -27%
MWA
298
Meridian Wealth Advisors
Texas
$2.51M -$696K -2,070 -22%
JFG
299
JMG Financial Group
Illinois
$2.49M -$24.9K -74 -1%
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$2.49M -$275K -819 -10%

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.