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State Street SPDR S&P MIDCAP 400 ETF Trust

856 hedge funds and large institutions have $11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 237 increasing their positions, 361 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $307M | Put options by funds: $204M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$115M)

0.65% more ownership

Funds ownership: 55.57%56.22% (+0.65%)

0% less funds holding

Funds holding: 857856 (-1)

11% less funds holding in top 10

Funds holding in top 10: 9887 (-11)

34% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 361

Holders
856
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
18.59%
Holding in Top 10
87
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.22%
% of All Funds
1.89%
New
51
Increased
237
Reduced
361
Closed
41
Calls
$307M
Puts
$204M
Net Calls
+$103M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
401
First National Bank of Mount Dora
Florida
$1.23M -$87.4K -250 -7%
LIM
402
Leavell Investment Management
Alabama
$1.23M +$21.3K +61 +2%
HR
403
Howe & Rusling
New York
$1.23M -$3.5K -10 -0.3%
HCMT
404
Highland Capital Management (Tennessee)
Tennessee
$1.23M +$3.5K +10 +0.3%
DIA
405
Dana Investment Advisors
Wisconsin
$1.21M -$49.3K -141 -4%
WC
406
Woodstock Corp
Massachusetts
$1.19M
TSS
407
Two Sigma Securities
New York
$1.18M -$1.09M -3,112 -48%
UBV
408
United Bank (Virginia)
Virginia
$1.17M -$81.4K -233 -7%
SS
409
Simplicity Solutions
Minnesota
$1.16M -$6.46M -18,498 -85%
BCWM
410
Blue Chip Wealth Management
Florida
$1.16M -$7.34K -21 -0.6%
HIM
411
Hanlon Investment Management
New Jersey
$1.16M +$1.4K +4 +0.1%
AAS
412
Avantax Advisory Services
Texas
$1.15M +$14K +40 +1%
TFA
413
Transamerica Financial Advisors
Florida
$1.15M +$1.13M +3,242 New
TAM
414
Tocqueville Asset Management
New York
$1.13M -$17.5K -50 -2%
FTI
415
Fiduciary Trust International
Massachusetts
$1.13M -$17.5K -50 -2%
FRM
416
Fox Run Management
Connecticut
$1.11M -$874K -2,500 -44%
PAS
417
Partnervest Advisory Services
California
$1.11M -$27.6K -79 -2%
MC
418
Middleton & Co
Massachusetts
$1.1M
MIC
419
Meridian Investment Counsel
California
$1.09M
BAAM
420
Baker Avenue Asset Management
California
$1.08M -$50.7K -145 -5%
HPC
421
HM Payson & Co
Maine
$1.08M +$1.06M +3,047 New
PT
422
Plimoth Trust
Massachusetts
$1.05M -$5.59K -16 -0.5%
Lido Advisors
423
Lido Advisors
California
$1.05M
EDRH
424
Edmond de Rothschild Holding
Switzerland
$1.03M +$311K +889 +44%
GIA
425
Granite Investment Advisors
New Hampshire
$1.02M -$271K -775 -21%

MDY Hedge Fund Activity: Q2 2019 in Review

856 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2019, worth a combined $11B — up 1.1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MDY positions and 41 closed out — a net gain of 10 holders — while 237 added to existing stakes and 361 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.8M. The largest seller was Freedom Investment Management, cutting an estimated $114M.

  • 856 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2019, down from 857 in Q1 2019.
  • Funds reported $11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2019 and 41 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $88.8M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2019 was Freedom Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.