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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
401
Matrix Asset Advisors
New York
$1.22M +$461K +1,369 +63%
UBV
402
United Bank (Virginia)
Virginia
$1.22M -$48.1K -143 -4%
HR
403
Howe & Rusling
New York
$1.2M -$116K -345 -9%
Rockefeller Capital Management
404
Rockefeller Capital Management
New York
$1.2M +$58.9K +175 +5%
RFN
405
RDA Financial Network
Iowa
$1.2M +$1.12M +3,344 New
HCMT
406
Highland Capital Management (Tennessee)
Tennessee
$1.19M
LIM
407
Leavell Investment Management
Alabama
$1.17M
MSAM
408
Moloney Securities Asset Management
Missouri
$1.17M +$19.8K +59 +2%
WC
409
Woodstock Corp
Massachusetts
$1.16M -$33.6K -100 -3%
EIP
410
Ellis Investment Partners
Pennsylvania
$1.15M -$24.2K -72 -2%
BCWM
411
Blue Chip Wealth Management
Florida
$1.14M -$39.7K -118 -3%
IA
412
IFP Advisors
Florida
$1.13M -$2.26M -6,726 -67%
HIM
413
Hanlon Investment Management
New Jersey
$1.12M +$1.09M +3,255 New
TAM
414
Tocqueville Asset Management
New York
$1.12M -$47.1K -140 -4%
PAS
415
Partnervest Advisory Services
California
$1.11M -$28.3K -84 -3%
BAAM
416
Baker Avenue Asset Management
California
$1.11M
AAS
417
Avantax Advisory Services
Texas
$1.11M +$122K +363 +13%
FTI
418
Fiduciary Trust International
Massachusetts
$1.1M +$8.07K +24 +0.8%
DY
419
Dowling & Yahnke
California
$1.09M -$94.2K -280 -8%
HB
420
Homrich & Berg
Georgia
$1.08M +$304K +905 +41%
Neuberger Berman Group
421
Neuberger Berman Group
New York
$1.08M -$1.44M -4,273 -58%
MC
422
Middleton & Co
Massachusetts
$1.07M
MIC
423
Meridian Investment Counsel
California
$1.06M +$4.37K +13 +0.4%
BL
424
BFSG LLC
California
$1.05M
KTM
425
Keeler Thomas Management
Utah
$1.04M -$9.08K -27 -0.9%

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.