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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
FFN
376
Focus Financial Network
Minnesota
$1.79M -$9.04K -25 -0.5%
Franklin Resources
377
Franklin Resources
California
$1.79M
TIA
378
Tiemann Investment Advisors
California
$1.76M -$3.25K -9 -0.2%
RT
379
Rockland Trust
Massachusetts
$1.74M
KTA
380
Keeley-Teton Advisors
Illinois
$1.74M +$723 +2 +0%
WPP
381
Whalerock Point Partners
Rhode Island
$1.73M
DA
382
Duality Advisers
Florida
$1.73M +$1.67M +4,616 New
GW
383
GW & Wade
Massachusetts
$1.73M -$3.98K -11 -0.2%
MCWS
384
McKinley Carter Wealth Services
West Virginia
$1.72M -$27.1K -75 -2%
SIC
385
Salem Investment Counselors
North Carolina
$1.72M
EPA
386
Element Pointe Advisors
Florida
$1.69M
CA
387
Cambridge Advisors
Nebraska
$1.68M -$3.61K -10 -0.2%
BPWA
388
Beacon Pointe Wealth Advisors
California
$1.67M -$76.6K -212 -5%
LPIC
389
LeJeune Puetz Investment Counsel
Michigan
$1.67M -$35.8K -99 -2%
CFB
390
Cullen/Frost Bankers
Texas
$1.67M
1IA
391
1834 Investment Advisors
Wisconsin
$1.66M -$1.81K -5 -0.1%
TFGT
392
TS Financial Group (TSFG)
Illinois
$1.65M -$49.2K -136 -3%
ZIC
393
ZWJ Investment Counsel
Georgia
$1.65M +$850K +2,353 +115%
APC
394
Aspire Private Capital
North Carolina
$1.65M -$12.7K -35 -0.8%
Jacobs Levy Equity Management
395
Jacobs Levy Equity Management
New Jersey
$1.64M
HFA
396
High Falls Advisors
New York
$1.64M -$108K -300 -6%
BRWM
397
B. Riley Wealth Management
Tennessee
$1.62M +$262K +726 +20%
WCM
398
Wunderlich Capital Managemnt
Tennessee
$1.58M -$13.4K -37 -0.9%
Millennium Management
399
Millennium Management
New York
$1.58M -$14.1M -39,131 -90%
NEPWA
400
New England Private Wealth Advisors
Massachusetts
$1.57M

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.