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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

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: 1,287 → 1,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 58 → 51 (-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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.2B
2
Goldman Sachs
Goldman Sachs
New York
+$360M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$217M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$55.1M
5
SL
Sentinus LLC
Illinois
+$54.3M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$147M
2
SFC
Strategic Financial Concepts
Texas
-$131M
3
UFF
USA Financial Formulas
Michigan
-$72.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$63.1M
5
SG Americas Securities
SG Americas Securities
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
376
New England Private Wealth Advisors
Massachusetts
$2.69M – – –
MFG
377
Merit Financial Group
Georgia
$2.69M -$112K -203 -4%
AMG
378
Asset Management Group
Connecticut
$2.68M -$90.9K -165 -3%
PWP
379
Precedent Wealth Partners
Texas
$2.67M – – –
CWM
380
Connecticut Wealth Management
Connecticut
$2.67M -$117K -213 -4%
JFGIW
381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.66M -$879K -1,595 -26%
NGA
382
Naples Global Advisors
Florida
$2.65M -$16.5K -30 -0.6%
TVWM
383
Tower View Wealth Management
Wisconsin
$2.65M +$57.3K +104 +2%
CC
384
Courier Capital
New York
$2.63M -$8.26K -15 -0.3%
HVIA
385
Hudson Valley Investment Advisors
New York
$2.61M -$1.22M -2,208 -33%
MWM
386
Meridian Wealth Management
Kentucky
$2.61M -$2.2K -4 -0.1%
WPA
387
West Paces Advisors
Georgia
$2.6M – – –
GHAM
388
Gilman Hill Asset Management
Connecticut
$2.6M -$201K -365 -7%
IAS
389
Insigneo Advisory Services
Florida
$2.59M -$32K -58 -1%
IIM
390
InTrack Investment Management
Vermont
$2.58M -$41.3K -75 -2%
RWP
391
RWA Wealth Partners
Massachusetts
$2.57M +$14.9K +27 +0.6%
EPA
392
Element Pointe Advisors
Florida
$2.56M – – –
GL
393
Graypoint LLC
New York
$2.56M +$551 +1 +0%
DTC
394
Davidson Trust Company
Washington
$2.56M – – –
VWM
395
Venturi Wealth Management
Texas
$2.55M +$27.5K +50 +1%
CT
396
Coastline Trust
Rhode Island
$2.55M +$62.3K +113 +3%
PCIA
397
Prime Capital Investment Advisors
Kansas
$2.52M -$144K -262 -6%
TWC
398
TD Waterhouse Canada
Ontario, Canada
$2.5M +$95.9K +174 +4%
VC
399
Veracity Capital
Georgia
$2.48M – – –
EW
400
Element Wealth
Mississippi
$2.47M -$82.6K -150 -3%
14 15
16
17 18

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.