We are live on ! Find out more
MDY icon

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
RMDI
326
R.M. Davis Inc
Maine
$1.98M +$93.8K +279 +5%
NL
327
NWAM LLC
Washington
$1.98M +$35.7K +106 +2%
Citadel Advisors
328
Citadel Advisors
Florida
$1.96M -$63.9M -190,039 -97%
SAM
329
Silvercrest Asset Management
New York
$1.96M
HKAM
330
Horizon Kinetics Asset Management
New York
$1.95M +$1.9M +5,642 New
FRM
331
Fox Run Management
Connecticut
$1.95M -$774K -2,300 -29%
PFT
332
Providence First Trust
Arizona
$1.91M +$1.01K +3 +0.1%
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$1.9M -$3.7K -11 -0.2%
WCM
334
WealthBridge Capital Management
Ohio
$1.88M -$16.5K -49 -0.9%
BSA
335
Braun Stacey Associates
New York
$1.86M +$13.5K +40 +0.8%
SIC
336
Shoker Investment Counsel
Ohio
$1.85M -$5.38K -16 -0.3%
BFM
337
Boston Financial Management
Massachusetts
$1.84M +$79.7K +237 +5%
TA
338
Tiedemann Advisors
New York
$1.83M -$193K -573 -10%
Franklin Resources
339
Franklin Resources
California
$1.76M +$26.9K +80 +2%
Jacobs Levy Equity Management
340
Jacobs Levy Equity Management
New Jersey
$1.75M
GRP
341
Global Retirement Partners
California
$1.75M -$650K -1,932 -28%
FMTC
342
Farmers & Merchants Trust Company
California
$1.74M +$43.7K +130 +3%
CRIG
343
Charter Research & Investment Group
Connecticut
$1.73M +$46.4K +138 +3%
LWA
344
Lowe Wealth Advisors
Maryland
$1.72M -$4.37K -13 -0.3%
HSA
345
HBK Sorce Advisory
Pennsylvania
$1.72M +$9.76K +29 +0.6%
TFGT
346
TS Financial Group (TSFG)
Illinois
$1.7M +$1.65M +4,912 New
CAGAS
347
Capital Advisory Group Advisory Services
Minnesota
$1.69M -$41K -122 -2%
BBNA
348
Bremer Bank National Association
Minnesota
$1.68M +$1.58M +4,686 New
FFN
349
Focus Financial Network
Minnesota
$1.68M +$1.63M +4,848 New
FPS
350
Fieldpoint Private Securities
Connecticut
$1.67M +$128K +381 +9%

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.