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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
AL
351
Aspiriant LLC
California
$1.67M -$9.08K -27 -0.6%
PTB
352
Pioneer Trust Bank
Oregon
$1.66M +$16.8K +50 +1%
AIA
353
Avalon Investment & Advisory
Texas
$1.66M -$602K -1,789 -27%
SPC
354
Sigma Planning Corp
Michigan
$1.65M -$47.1K -140 -3%
TIA
355
Tiemann Investment Advisors
California
$1.63M -$47.4K -141 -3%
MA
356
MONECO Advisors
Connecticut
$1.61M +$151K +450 +11%
PA
357
PFG Advisors
Arizona
$1.61M -$45.4K -135 -3%
MCWS
358
McKinley Carter Wealth Services
West Virginia
$1.61M -$37.3K -111 -2%
CA
359
Cambridge Advisors
Nebraska
$1.61M -$33.6K -100 -2%
HFA
360
High Falls Advisors
New York
$1.61M
KPCM
361
Kings Point Capital Management
New York
$1.6M -$108K -322 -6%
LPIC
362
LeJeune Puetz Investment Counsel
Michigan
$1.6M -$50.5K -150 -3%
CWM
363
Cornerstone Wealth Management
Missouri
$1.6M -$203K -604 -19%
WPP
364
Whalerock Point Partners
Rhode Island
$1.6M +$1.55M +4,620 New
AW
365
ACG Wealth
Georgia
$1.58M +$285K +847 +23%
CFC
366
Coyle Financial Counsel
Illinois
$1.57M -$65.6K -195 -4%
GW
367
GW & Wade
Massachusetts
$1.57M
AIG
368
American International Group
New York
$1.55M -$8.64M -25,700 -85%
EPA
369
Element Pointe Advisors
Florida
$1.55M
CGA
370
Crescent Grove Advisors
Illinois
$1.55M +$3.7K +11 +0.2%
KeyBank National Association
371
KeyBank National Association
Ohio
$1.55M +$54.8K +163 +4%
1IA
372
1834 Investment Advisors
Wisconsin
$1.54M -$20.2K -60 -1%
SIA
373
Strategic Investment Advisors
Michigan
$1.53M -$912K -2,710 -38%
Fiera Capital (Canada)
374
Fiera Capital (Canada)
Quebec, Canada
$1.53M +$282K +838 +23%
WCM
375
Wunderlich Capital Managemnt
Tennessee
$1.53M -$53.1K -158 -3%

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.