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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
WB
301
WesBanco Bank
West Virginia
$2.46M +$20.2K +60 +0.8%
TRSOTSOK
302
Teachers Retirement System of the State of Kentucky
Kentucky
$2.46M
WA
303
WBH Advisory
Maryland
$2.44M +$290K +861 +14%
GWM
304
Geneos Wealth Management
Colorado
$2.41M +$1.87M +5,563 +393%
GAM
305
Gould Asset Management
California
$2.4M -$202K -600 -8%
CC
306
Courier Capital
New York
$2.3M +$20.9K +62 +0.9%
MAFM
307
Mid Atlantic Financial Management
Pennsylvania
$2.28M -$631K -1,877 -22%
B
308
Bailard
California
$2.28M +$19.8K +59 +0.9%
FTS
309
Fifth Third Securities
Ohio
$2.25M -$266K -792 -11%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$2.22M +$206K +612 +16%
TSS
311
Two Sigma Securities
New York
$2.22M +$2.16M +6,430 New
WPA
312
West Paces Advisors
Georgia
$2.17M
GHAM
313
Gilman Hill Asset Management
Connecticut
$2.16M +$174K +518 +9%
OMC
314
Overbrook Management Corp
New York
$2.15M
CT
315
Coastline Trust
Rhode Island
$2.15M -$10.1K -30 -0.5%
KLI
316
Kelman-Lazarov Inc
Tennessee
$2.15M +$42.7K +127 +2%
CCFCSB
317
Cape Cod Five Cents Savings Bank
Massachusetts
$2.11M +$464K +1,378 +29%
PWG
318
Private Wealth Group
Florida
$2.11M +$177K +525 +9%
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.11M -$113K -336 -5%
ST
320
Spinnaker Trust
Maine
$2.03M
PIM
321
Penobscot Investment Management
Massachusetts
$2.01M +$5.05K +15 +0.3%
H
322
HoyleCohen
California
$2.01M +$200K +594 +11%
AMG
323
Asset Management Group
Connecticut
$2M +$6.73K +20 +0.3%
AF
324
Allworth Financial
California
$1.99M -$123K -367 -6%
AIP
325
ARS Investment Partners
New York
$1.99M +$112K +332 +6%

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.