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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
USB
301
Union Savings Bank
Connecticut
$3.89M -$98.1K -178 -3%
BA
302
Bristlecone Advisors
Washington
$3.85M +$209K +380 +6%
B
303
Bailard
California
$3.82M -$24.8K -45 -0.7%
EH
304
Equitable Holdings
New York
$3.81M +$501K +909 +16%
ST
305
Sentinel Trust
Texas
$3.81M -$74.9K -136 -2%
CPSAC
306
Chas P. Smith & Associates (CPS)
Florida
$3.81M +$34.7K +63 +1%
JPG
307
Jordan Park Group
California
$3.79M
PWM
308
Paulson Wealth Management
Illinois
$3.79M +$451K +819 +14%
SPC
309
Sigma Planning Corp
Michigan
$3.78M -$1.61M -2,923 -31%
GEA
310
Glen Eagle Advisors
New Jersey
$3.76M +$22.6K +41 +0.6%
PFS
311
Prospera Financial Services
Texas
$3.76M -$1.65K -3 -0%
AWM
312
Apollon Wealth Management
South Carolina
$3.73M +$18.2K +33 +0.5%
UCFA
313
United Capital Financial Advisors
Texas
$3.73M -$94.2K -171 -3%
MAA
314
Matrix Asset Advisors
New York
$3.71M +$688K +1,248 +24%
SWP
315
Summit Wealth Partners
Florida
$3.69M -$9.37K -17 -0.3%
GT
316
Greenleaf Trust
Michigan
$3.66M +$647K +1,174 +22%
SC
317
Steph & Co
Wisconsin
$3.64M
JFG
318
Jefferies Financial Group
New York
$3.63M +$3.51M +6,365 New
CRIG
319
Charter Research & Investment Group
Connecticut
$3.62M +$86.5K +157 +3%
GAM
320
Gould Asset Management
California
$3.6M -$11K -20 -0.3%
IA
321
IFP Advisors
Florida
$3.59M -$329K -597 -9%
RW
322
RVW Wealth
California
$3.59M -$216K -392 -6%
SC
323
Sepio Capital
Utah
$3.59M
BP
324
Ballentine Partners
Massachusetts
$3.58M
USCWA
325
U.S. Capital Wealth Advisors
Texas
$3.56M -$81.5K -148 -2%

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.