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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
351
Haverford Trust Company
Pennsylvania
$2.03M -$230K -635 -11%
AAS
352
Avantax Advisory Services
Texas
$2.02M +$771K +2,132 +66%
CRIG
353
Charter Research & Investment Group
Connecticut
$2.02M +$88.6K +245 +5%
LSA
354
L & S Advisors
California
$2.02M -$91.4K -253 -4%
AI
355
Atria Investments
North Carolina
$2.01M -$346K -956 -15%
WCM
356
WealthBridge Capital Management
Ohio
$2.01M -$7.23K -20 -0.4%
KPCM
357
Kings Point Capital Management
New York
$1.98M +$88.9K +246 +5%
OMC
358
Overbrook Management Corp
New York
$1.96M -$368K -1,018 -16%
MPPLM
359
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.94M -$2.11M -5,835 -42%
BFA
360
Beaumont Financial Advisors
Massachusetts
$1.92M +$180K +499 +11%
FPS
361
Fieldpoint Private Securities
Connecticut
$1.91M -$93.3K -258 -5%
FMTC
362
Farmers & Merchants Trust Company
California
$1.89M
TT
363
TI-Trust
Illinois
$1.88M +$1.81M +5,020 New
AIA
364
Avalon Investment & Advisory
Texas
$1.87M +$27.8K +77 +2%
AAM
365
Ameraudi Asset Management
New York
$1.86M +$1.79M +4,961 New
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.85M -$120K -331 -6%
BWM
367
BigSur Wealth Management
Florida
$1.85M -$108K -300 -6%
CCFCSB
368
Cape Cod Five Cents Savings Bank
Massachusetts
$1.84M -$159K -441 -8%
LWA
369
Lowe Wealth Advisors
Maryland
$1.84M -$17K -47 -1%
CGA
370
Crescent Grove Advisors
Illinois
$1.84M
AIFAIM
371
American Institute for Advanced Investment Management
Arizona
$1.83M +$1.77M +4,888 New
HSA
372
HBK Sorce Advisory
Pennsylvania
$1.81M -$2.17K -6 -0.1%
Citadel Advisors
373
Citadel Advisors
Florida
$1.81M -$25.2M -69,765 -94%
CAGAS
374
Capital Advisory Group Advisory Services
Minnesota
$1.8M +$3.61K +10 +0.2%
SPC
375
Sigma Planning Corp
Michigan
$1.8M -$19.9K -55 -1%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.