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
MC
376
Mathes Company
New York
$889K +$157K +500 +22%
BBA
377
BLB&B Advisors
Pennsylvania
$886K -$15.7K -50 -2%
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$878K
FDCC
379
Foster Dykema Cabot & Co
Massachusetts
$873K
AW
380
ACG Wealth
Georgia
$870K +$8.5K +27 +1%
MBT
381
Montecito Bank & Trust
California
$869K -$713K -2,266 -45%
AA
382
Alesco Advisors
New York
$834K -$4.41K -14 -0.5%
Mariner
383
Mariner
Kansas
$827K +$105K +334 +15%
AMCA
384
Arthur M. Cohen & Associates
Illinois
$826K -$132K -419 -14%
MC
385
Martin & Co
Tennessee
$826K
OFG
386
Oxford Financial Group
Indiana
$822K
NSIM
387
North Star Investment Management
Illinois
$821K
CSIC
388
Clifford Swan Investment Counsel
California
$815K -$12.6K -40 -2%
TA
389
Tiedemann Advisors
New York
$815K
SWM
390
SVA Wealth Management
Wisconsin
$814K
SC
391
SouthState Corp
Florida
$803K -$174K -553 -18%
PNC
392
Park National Corp
Ohio
$793K +$160K +507 +25%
Lido Advisors
393
Lido Advisors
California
$788K
MC
394
Middleton & Co
Massachusetts
$788K
HSA
395
HBK Sorce Advisory
Pennsylvania
$788K +$781K +2,482 New
OSNBOA
396
Old Second National Bank of Aurora
Illinois
$781K -$5.04K -16 -0.6%
DCM
397
Donaldson Capital Management
Indiana
$763K +$31.5K +100 +4%
NCM
398
Neumann Capital Management
California
$759K -$148K -470 -16%
PCM
399
Parsons Capital Management
Rhode Island
$759K +$8.5K +27 +1%
SI
400
Stephens Inc
Arkansas
$753K -$484K -1,539 -39%

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.