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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
LNWWM
276
Laird Norton Wetherby Wealth Management
California
$4.45M +$8.26K +15 +0.2%
EK
277
Evensky & Katz
Florida
$4.42M -$28.6K -52 -0.7%
WC
278
Weil Company
California
$4.39M -$180K -326 -4%
KeyBank National Association
279
KeyBank National Association
Ohio
$4.38M -$90.4K -164 -2%
HI
280
Harbour Investments
Wisconsin
$4.37M -$77.1K -140 -2%
HFRG
281
Houlihan Financial Resource Group
Virginia
$4.33M -$44.6K -81 -1%
ATPW
282
Ashton Thomas Private Wealth
Arizona
$4.33M -$20.4K -37 -0.5%
SCG
283
Sonata Capital Group
Washington
$4.32M -$317K -576 -7%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$4.29M +$824K +1,495 +25%
CHJWM
285
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.29M -$1.65K -3 -0%
SWM
286
Segment Wealth Management
Texas
$4.27M -$39.1K -71 -0.9%
PWM
287
Perigon Wealth Management
California
$4.24M +$343K +622 +9%
OC
288
Oppenheimer & Co
New York
$4.21M -$1.68M -3,050 -29%
NSIM
289
North Star Investment Management
Illinois
$4.21M +$127K +230 +3%
NA
290
NewEdge Advisors
Louisiana
$4.16M +$426K +774 +12%
MFG
291
Midwest Financial Group
Kansas
$4.12M +$38K +69 +1%
HTC
292
Haverford Trust Company
Pennsylvania
$4.1M +$55.1K +100 +1%
BCG
293
Breakwater Capital Group
New Jersey
$4.09M +$374K +679 +10%
OIA
294
OneDigital Investment Advisors
Kansas
$4.05M +$3.86K +7 +0.1%
SYBT
295
Stock Yards Bank & Trust
Kentucky
$4.05M -$33.1K -60 -0.8%
RIG
296
Renaissance Investment Group
Massachusetts
$4.04M -$123K -224 -3%
JFG
297
JMG Financial Group
Illinois
$3.99M -$20.4K -37 -0.5%
PCP
298
Proficio Capital Partners
Massachusetts
$3.96M +$543K +986 +17%
YCM
299
Yousif Capital Management
Michigan
$3.92M -$2.4M -4,350 -39%
RMDI
300
R.M. Davis Inc
Maine
$3.92M -$19.3K -35 -0.5%

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.