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State Street SPDR S&P MIDCAP 400 ETF Trust

697 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $728M | Put options by funds: $460M

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

2% more funds holding

Funds holding: 686697 (+11)

1.38% more ownership

Funds ownership: 54.94%56.33% (+1.4%)

0% less capital invested

Capital invested by funds: $10.5B → $10.5B (-$10.4M)

3% less funds holding in top 10

Funds holding in top 10: 9693 (-3)

31% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 270

Holders
697
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
17.38%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
2.32%
New
55
Increased
187
Reduced
270
Closed
39
Calls
$728M
Puts
$460M
Net Calls
+$269M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
401
Tiedemann Advisors
New York
$752K +$27K +85 +3%
GC
402
Grimes & Company
Massachusetts
$750K
MCM
403
Manchester Capital Management
Vermont
$749K
NCM
404
Neumann Capital Management
California
$731K -$47.7K -150 -6%
SI
405
Stephens Inc
Arkansas
$727K -$45.1K -142 -6%
DADC
406
D.A. Davidson & Co
Montana
$727K
BEC
407
Blue Edge Capital
Virginia
$709K +$25.4K +80 +4%
DSC
408
Duncker Streett & Co
Missouri
$699K +$318 +1 +0%
MWP
409
MYCIO Wealth Partners
Pennsylvania
$696K -$3.18K -10 -0.5%
WMG
410
WESCAP Management Group
California
$681K
VWA
411
V Wealth Advisors
Kansas
$673K +$26.1K +82 +4%
PNC
412
Park National Corp
Ohio
$666K -$145K -457 -18%
CC
413
Cadinha & Co
Hawaii
$656K
ASN
414
Advisory Services Network
Georgia
$653K +$144K +452 +29%
PWAP
415
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$651K -$6.36K -20 -1%
CBN
416
Cadence Bank NA
Texas
$646K +$630K +1,982 New
BPCA
417
Bank Pictet & Cie (Asia)
Singapore
$645K
WP
418
WealthSource Partners
California
$644K -$17.5K -55 -3%
MLL
419
Moody Lynn & Lieberson
Massachusetts
$632K +$19.1K +60 +3%
MHS
420
M Holdings Securities
Oregon
$631K -$3.18K -10 -0.5%
TDC
421
Thompson Davis & Co
Virginia
$628K -$387K -1,219 -39%
OWM
422
Orgel Wealth Management
Wisconsin
$615K +$599K +1,884 New
PWS
423
Peloton Wealth Strategists
Indiana
$612K +$84.2K +265 +16%
FA
424
Fagan Associates
New York
$603K
EGA
425
Eagle Global Advisors
Texas
$597K +$46.1K +145 +9%

MDY Hedge Fund Activity: Q3 2017 in Review

697 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 Q3 2017, worth a combined $10.5B — down 0.1% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MDY positions and 39 closed out — a net gain of 16 holders — while 187 added to existing stakes and 270 trimmed.

The largest buyer was Credit Suisse, adding an estimated $71.4M. The largest seller was Morgan Stanley, cutting an estimated $198M.

  • 697 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2017, up from 686 in Q2 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2017, down 0.1% quarter-over-quarter.
  • 55 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2017 and 39 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2017 was Credit Suisse, an estimated $71.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2017.