We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
401
Bremer Bank National Association
Minnesota
$1.52M -$1.45K -4 -0.1%
BUB
402
BBVA USA Bancshares
Texas
$1.52M +$1.46M +4,049 New
MA
403
MONECO Advisors
Connecticut
$1.51M -$243K -673 -15%
AMCA
404
Arthur M. Cohen & Associates
Illinois
$1.48M -$277K -765 -16%
MFG
405
Merit Financial Group
Georgia
$1.47M +$1.42M +3,927 New
HWM
406
Hohimer Wealth Management
Washington
$1.46M +$1.41M +3,897 New
FTI
407
Fiduciary Trust International
Massachusetts
$1.46M
CFC
408
Coyle Financial Counsel
Illinois
$1.45M -$22K -61 -2%
BL
409
BFSG LLC
California
$1.45M -$121K -335 -8%
TCBWMS
410
Texas Capital Bank Wealth Management Services
Texas
$1.44M +$1.38M +3,824 New
NSIM
411
North Star Investment Management
Illinois
$1.43M +$72.3K +200 +6%
GWM
412
Geneos Wealth Management
Colorado
$1.42M -$204K -565 -13%
CIBC World Market
413
CIBC World Market
Ontario, Canada
$1.42M +$181K +502 +15%
PFA
414
Pettinga Financial Advisors
Indiana
$1.42M -$1.81K -5 -0.1%
MBT
415
Montecito Bank & Trust
California
$1.42M
UR
416
USCA RIA
Texas
$1.41M +$23.5K +65 +2%
EWM
417
EPG Wealth Management
Georgia
$1.4M +$1.35M +3,730 New
RFN
418
RDA Financial Network
Iowa
$1.4M -$17.3K -48 -1%
IAA
419
Independent Advisor Alliance
North Carolina
$1.39M +$1.34M +3,707 New
DY
420
Dowling & Yahnke
California
$1.38M -$16.3K -45 -1%
MLL
421
Moody Lynn & Lieberson
Massachusetts
$1.37M -$32.5K -90 -2%
MC
422
Mathes Company
New York
$1.33M
DWT
423
Dorsey & Whitney Trust
South Dakota
$1.33M
LWM
424
Lyell Wealth Management
California
$1.32M -$7.23K -20 -0.6%
TI
425
Truepoint Inc
Ohio
$1.31M -$37.6K -104 -3%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.