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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
HVIA
301
Hudson Valley Investment Advisors
New York
$2.78M -$108K -300 -4%
BRG
302
Bay Rivers Group
Virginia
$2.73M +$2.63M +7,264 New
PAM
303
Pegasus Asset Management
New York
$2.7M -$18.1K -50 -0.7%
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$2.68M -$21.3K -59 -0.8%
JFG
305
JMG Financial Group
Illinois
$2.68M -$137K -380 -5%
TRSOTSOK
306
Teachers Retirement System of the State of Kentucky
Kentucky
$2.67M
OIA
307
OneDigital Investment Advisors
Kansas
$2.65M -$9.04K -25 -0.4%
SAM
308
Silvercrest Asset Management
New York
$2.65M +$528K +1,462 +26%
GAM
309
Gould Asset Management
California
$2.52M +$22K +61 +0.9%
EIA
310
Eldridge Investment Advisors
New Hampshire
$2.5M -$157K -435 -6%
Cetera Investment Advisers
311
Cetera Investment Advisers
Illinois
$2.5M -$173K -480 -7%
CHJWM
312
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.5M -$675K -1,867 -22%
JWCA
313
J.W. Cole Advisors
Florida
$2.5M +$2.4M +6,652 New
B
314
Bailard
California
$2.44M -$18.1K -50 -0.8%
BFWA
315
Benchmark Financial Wealth Advisors
Florida
$2.44M -$14.5K -40 -0.6%
DI
316
Disciplined Investments
Oklahoma
$2.44M +$2.35M +6,504 New
KeyBank National Association
317
KeyBank National Association
Ohio
$2.44M +$194K +536 +9%
AFP
318
Ausdal Financial Partners
Iowa
$2.42M -$3.98K -11 -0.2%
CC
319
Courier Capital
New York
$2.41M -$86.7K -240 -4%
PA
320
PFG Advisors
Arizona
$2.41M +$942K +2,607 +68%
WPA
321
West Paces Advisors
Georgia
$2.36M
MSL
322
Mackay Shields LLC
New York
$2.34M -$1.47M -4,069 -39%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$2.32M -$15.2K -42 -0.7%
HF
324
HRT Financial
New York
$2.27M +$357K +987 +19%
CT
325
Coastline Trust
Rhode Island
$2.26M -$84.9K -235 -4%

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.