We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

686 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $752M | Put options by funds: $570M

0.04% less ownership

Funds ownership: 54.98%54.94% (-0.04%)

4% less capital invested

Capital invested by funds: $10.9B → $10.5B (-$412M)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

1% less funds holding

Funds holding: 695686 (-9)

8% less funds holding in top 10

Funds holding in top 10: 10496 (-8)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 272

Holders
686
Holders Change
-9
Holders Change %
-1.29%
% of All Funds
17.1%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
2.39%
New
45
Increased
205
Reduced
272
Closed
47
Calls
$752M
Puts
$570M
Net Calls
+$182M
Net Calls Change
+$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
351
Choreo LLC
Illinois
$1.12M +$52.6K +167 +5%
CBB
352
Citizens Business Bank
California
$1.11M -$315 -1 -0%
TI
353
Truepoint Inc
Ohio
$1.11M -$42.8K -136 -4%
PP
354
Pegasus Partners
Wisconsin
$1.11M -$76.8K -244 -7%
BB
355
Busey Bank
Illinois
$1.11M +$220K +700 +25%
CG
356
Colony Group
Massachusetts
$1.07M +$472K +1,498 +79%
Chevy Chase Trust
357
Chevy Chase Trust
Maryland
$1.06M +$93.5K +297 +10%
Franklin Resources
358
Franklin Resources
California
$1.05M
MSAM
359
Moloney Securities Asset Management
Missouri
$1.05M -$18.9K -60 -2%
SPIA
360
Steward Partners Investment Advisory
New York
$1.04M +$19.5K +62 +2%
TA
361
Teachers Advisors
New York
$1.04M
GIA
362
Granite Investment Advisors
New Hampshire
$1.03M
GWM
363
Geneos Wealth Management
Colorado
$1.03M -$185K -588 -15%
LIM
364
Leavell Investment Management
Alabama
$1.02M
TAM
365
Tocqueville Asset Management
New York
$1.01M +$3.15K +10 +0.3%
RWA
366
River Wealth Advisors
Pennsylvania
$1.01M +$17.3K +55 +2%
SRC
367
Shufro Rose & Co
New York
$1M +$2.2K +7 +0.2%
TDC
368
Thompson Davis & Co
Virginia
$998K -$161K -511 -14%
KeyBank National Association
369
KeyBank National Association
Ohio
$989K -$8.19K -26 -0.8%
EDRH
370
Edmond de Rothschild Holding
Switzerland
$971K -$181K -575 -16%
RT
371
Rockland Trust
Massachusetts
$955K -$3.15K -10 -0.3%
GAG
372
GM Advisory Group
New York
$950K -$133K -424 -12%
MIC
373
Meridian Investment Counsel
California
$949K +$630 +2 +0.1%
AIP
374
ARS Investment Partners
New York
$949K +$63.9K +203 +7%
UBS AM
375
UBS AM
Illinois
$894K -$40.9K -130 -4%

MDY Hedge Fund Activity: Q2 2017 in Review

686 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2017, worth a combined $10.5B — down 3.8% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MDY and 45 opened new positions — a net loss of 2 holders — while 272 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Freedom Investment Management, cutting an estimated $238M.

  • 686 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2017, down from 695 in Q1 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2017 and 47 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2017 was Morgan Stanley, an estimated $267M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2017 was Freedom Investment Management, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2017.