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
MAA
401
Matrix Asset Advisors
New York
$749K +$40.9K +130 +6%
SIC
402
Sigma Investment Counselors
Michigan
$744K +$64.8K +206 +10%
GC
403
Grimes & Company
Massachusetts
$730K
MCM
404
Manchester Capital Management
Vermont
$729K
CWM
405
Cornerstone Wealth Management
Missouri
$721K +$240K +763 +51%
DADC
406
D.A. Davidson & Co
Montana
$707K -$27.1K -86 -4%
HIIFS
407
Harel Insurance Investments & Financial Services
Israel
$682K -$239K -760 Closed
MWP
408
MYCIO Wealth Partners
Pennsylvania
$681K -$201K -640 -23%
WSFS
409
Wilmington Savings Fund Society
Delaware
$681K
EB
410
Eastern Bank
Massachusetts
$681K +$94.4K +300 +16%
DSC
411
Duncker Streett & Co
Missouri
$680K +$315 +1 +0%
BEC
412
Blue Edge Capital
Virginia
$665K +$26.1K +83 +4%
WMG
413
WESCAP Management Group
California
$663K
WP
414
WealthSource Partners
California
$644K -$16.7K -53 -3%
PWAP
415
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$640K
CC
416
Cadinha & Co
Hawaii
$638K
VWA
417
V Wealth Advisors
Kansas
$630K +$122K +387 +24%
BPCA
418
Bank Pictet & Cie (Asia)
Singapore
$627K
SFWA
419
Summit Financial Wealth Advisors
Louisiana
$622K -$944 -3 -0.2%
MHS
420
M Holdings Securities
Oregon
$617K -$154K -488 -20%
OMC
421
Old Mission Capital
Illinois
$613K +$607K +1,929 New
NP
422
NorthRock Partners
Minnesota
$599K +$63K +200 +12%
FTIOP
423
Fiduciary Trust International of Pennsylvania
Pennsylvania
$598K -$11K -35 -2%
MLL
424
Moody Lynn & Lieberson
Massachusetts
$596K +$1.26K +4 +0.2%
OFS
425
Orrstown Financial Services
Pennsylvania
$592K -$60.8K -193 -9%

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.