We are live on ! Find out more
MDY icon

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
NAM
326
NorthCrest Asset Manangement
Minnesota
$3.56M +$2.03M +3,691 +144%
CPA
327
Clear Point Advisors
New York
$3.55M +$4.41K +8 +0.1%
EW
328
Elyxium Wealth
California
$3.53M +$3.42M +6,200 New
FCBT
329
First Citizens Bank & Trust
North Carolina
$3.52M -$88.7K -161 -3%
Envestnet Portfolio Solutions
330
Envestnet Portfolio Solutions
Illinois
$3.51M +$152K +275 +5%
BRWA
331
B. Riley Wealth Advisors
Florida
$3.5M +$627K +1,138 +23%
FT
332
Fiduciary Trust
Massachusetts
$3.47M -$2.75K -5 -0.1%
KFGK
333
Keystone Financial Group (Kentucky)
Kentucky
$3.41M +$3.3M +5,984 New
RBC
334
Romano Brothers & Co
Illinois
$3.41M
PAG
335
Paladin Advisory Group
Iowa
$3.36M -$7.16K -13 -0.2%
Manulife (Manufacturers Life Insurance)
336
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.36M
EB
337
Eastern Bank
Massachusetts
$3.34M +$3.23M +5,866 New
SAM
338
Silvercrest Asset Management
New York
$3.3M +$13.2K +24 +0.4%
FA
339
Flagstar Advisors
New York
$3.26M +$83.7K +152 +3%
AGAM
340
Audent Global Asset Management
California
$3.25M -$18.2K -33 -0.6%
KTA
341
Keeley-Teton Advisors
Illinois
$3.25M +$11.6K +21 +0.4%
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$3.25M -$137K -248 -4%
WPP
343
Whalerock Point Partners
Rhode Island
$3.22M
SL
344
Salomon & Ludwin
Virginia
$3.19M -$574K -1,041 -16%
PA
345
PFG Advisors
Arizona
$3.13M +$262K +475 +9%
GRP
346
Global Retirement Partners
California
$3.11M -$24.8K -45 -0.8%
JIC
347
Joel Isaacson & Co
New York
$3.11M -$18.2K -33 -0.6%
SCA
348
Snowden Capital Advisors
New York
$3.08M +$40.8K +74 +1%
Chevy Chase Trust
349
Chevy Chase Trust
Maryland
$3.07M +$2.97M +5,382 New
DFG
350
Delta Financial Group
New Jersey
$3.02M +$102K +186 +4%

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.