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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
MMHP
276
Murphy Middleton Hinkle & Parker
Georgia
$3.43M -$6.14K -17 -0.2%
CPA
277
Capital Planning Advisors
California
$3.4M -$92.9K -257 -3%
BA
278
Bristlecone Advisors
Washington
$3.39M +$24.9K +69 +0.8%
Squarepoint
279
Squarepoint
New York
$3.36M -$10.7M -29,689 -77%
SCG
280
Sonata Capital Group
Washington
$3.35M -$32.5K -90 -1%
WPW
281
Waldron Private Wealth
Pennsylvania
$3.33M -$1.74M -4,812 -35%
TI
282
Tidal Investments
Wisconsin
$3.28M +$3.16M +8,750 New
HFRG
283
Houlihan Financial Resource Group
Virginia
$3.27M +$3.15M +8,713 New
GEA
284
Glen Eagle Advisors
New Jersey
$3.25M -$56K -155 -2%
SBH
285
Segall Bryant & Hamill
Illinois
$3.24M -$51.3K -142 -2%
CPA
286
Court Place Advisors
Maryland
$3.16M +$95.8K +265 +3%
NGA
287
Naples Global Advisors
Florida
$3.13M
BP
288
Ballentine Partners
Massachusetts
$3.09M -$547K -1,514 -16%
PG
289
Prostatis Group
Maryland
$3.08M +$2.97M +8,215 New
CCM
290
Corsair Capital Management
New York
$3.05M +$2.93M +8,117 New
NAMP
291
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.02M -$287K -795 -9%
RMDI
292
R.M. Davis Inc
Maine
$2.97M +$667K +1,845 +30%
PI
293
Putnam Investments
Massachusetts
$2.96M +$277K +767 +11%
WAG
294
Winthrop Advisory Group
Massachusetts
$2.92M +$1.81K +5 +0.1%
KFGK
295
Keystone Financial Group (Kentucky)
Kentucky
$2.91M -$970K -2,683 -26%
WA
296
WBH Advisory
Maryland
$2.89M -$723 -2 -0%
WAS
297
Wealth Advisory Solutions
Indiana
$2.87M +$2.76M +7,634 New
FTS
298
Fifth Third Securities
Ohio
$2.8M +$227K +628 +9%
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
$2.79M -$64.8M -179,176 -96%
PAM
300
Private Asset Management
California
$2.78M -$88.9K -246 -3%

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.