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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
DT
351
Diversified Trust
Tennessee
$3M +$220K +399 +8%
WC
352
Woodstock Corp
Massachusetts
$2.99M +$14.9K +27 +0.5%
PAM
353
Pegasus Asset Management
New York
$2.98M -$116K -210 -4%
PIM
354
Penobscot Investment Management
Massachusetts
$2.97M -$87.6K -159 -3%
MIM
355
Miller Investment Management
Pennsylvania
$2.96M
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.95M -$2.75K -5 -0.1%
Vanguard Group
357
Vanguard Group
Pennsylvania
$2.91M
ST
358
Sabal Trust
Florida
$2.91M -$49.6K -90 -2%
ATC
359
Argent Trust Co
Tennessee
$2.9M
ASN
360
Advisory Services Network
Georgia
$2.9M
SIS
361
Sound Income Strategies
Florida
$2.88M +$2.79M +5,058 New
SIC
362
Shoker Investment Counsel
Ohio
$2.87M +$4.41K +8 +0.2%
BWFA
363
Baltimore-Washington Financial Advisors
Maryland
$2.87M -$85.4K -155 -3%
JWCA
364
J.W. Cole Advisors
Florida
$2.86M -$43K -78 -2%
ST
365
Spinnaker Trust
Maine
$2.85M -$1.1K -2 -0%
IA
366
IFG Advisory
Georgia
$2.84M -$55.1K -100 -2%
SFMG
367
Sage Financial Management Group
Virginia
$2.82M +$268K +486 +11%
NAMP
368
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.79M -$124K -225 -4%
MIC
369
Meridian Investment Counsel
California
$2.79M +$825K +1,497 +44%
SJIM
370
St. Johns Investment Management
Florida
$2.77M -$82.1K -149 -3%
DS
371
DRW Securities
Illinois
$2.75M +$1.69M +3,076 +176%
MGIA
372
Moneta Group Investment Advisors
Missouri
$2.73M +$10.5K +19 +0.4%
SIAP
373
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.71M -$52.9K -96 -2%
CAGAS
374
Capital Advisory Group Advisory Services
Minnesota
$2.7M +$42.4K +77 +2%
WAG
375
Winthrop Advisory Group
Massachusetts
$2.69M +$213K +387 +9%

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.