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State Street SPDR S&P MIDCAP 400 ETF Trust

695 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

26% more call options, than puts

Call options by funds: $570M | Put options by funds: $452M

2% more funds holding

Funds holding: 684695 (+11)

0% more capital invested

Capital invested by funds: $10.9B → $10.9B (+$16.6M)

2.94% less ownership

Funds ownership: 57.93%54.98% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
695
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
2.59%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
326
Comerica Bank
Texas
$1.6M -$167K -539 -10%
Jacobs Levy Equity Management
327
Jacobs Levy Equity Management
New Jersey
$1.59M -$37.2M -119,800 -96%
SAM
328
Silvercrest Asset Management
New York
$1.58M -$57.4K -185 -4%
SFS
329
Sowell Financial Services
Arkansas
$1.58M +$41.6K +134 +3%
BAAM
330
Baker Avenue Asset Management
California
$1.57M -$59K -190 -4%
MBT
331
Montecito Bank & Trust
California
$1.56M -$81.9K -264 -5%
CA
332
Cambridge Advisors
Nebraska
$1.56M -$90.6K -292 -6%
AF
333
Aldebaran Financial
$1.54M +$4.66K +15 +0.3%
CCFCSB
334
Cape Cod Five Cents Savings Bank
Massachusetts
$1.53M -$17.1K -55 -1%
DIA
335
Dana Investment Advisors
Wisconsin
$1.51M +$20.8K +67 +1%
1IA
336
1834 Investment Advisors
Wisconsin
$1.49M -$38.8K -125 -3%
CHJWM
337
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.48M +$251K +810 +21%
WCM
338
Wunderlich Capital Managemnt
Tennessee
$1.45M +$42.2K +136 +3%
AFP
339
Ausdal Financial Partners
Iowa
$1.44M +$370K +1,191 +35%
LPIC
340
LeJeune Puetz Investment Counsel
Michigan
$1.41M -$310K -999 -18%
ICOA
341
Investment Centers of America
North Dakota
$1.39M +$309K +996 +29%
PAS
342
Partnervest Advisory Services
California
$1.37M +$18.9K +61 +1%
BWM
343
BigSur Wealth Management
Florida
$1.35M
CAS
344
Cue Advisory Services
Arizona
$1.35M +$248K +800 +23%
NEPWA
345
New England Private Wealth Advisors
Massachusetts
$1.31M
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.3M +$75.7K +244 +6%
ST
347
Spinnaker Trust
Maine
$1.3M -$5.28K -17 -0.4%
LWM
348
Lyell Wealth Management
California
$1.29M +$119K +385 +10%
BUB
349
BBVA USA Bancshares
Texas
$1.29M -$51.5K -166 -4%
BFM
350
Boston Financial Management
Massachusetts
$1.24M -$15.5K -50 -1%

MDY Hedge Fund Activity: Q1 2017 in Review

695 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2017, worth a combined $10.9B — up 0.15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDY positions and 43 closed out — a net gain of 16 holders — while 222 added to existing stakes and 269 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Citigroup, cutting an estimated $407M.

  • 695 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2017, up from 684 in Q4 2016.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2017, up 0.15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2017 and 43 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2017 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2017 was Citigroup, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2017.