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State Street SPDR S&P MIDCAP 400 ETF Trust

1,313 hedge funds and large institutions have $14B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 367 increasing their positions, 433 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

19% more call options, than puts

Call options by funds: $275M | Put options by funds: $231M

7% more capital invested

Capital invested by funds: $13.1B → $14B (+$964M)

3.96% more ownership

Funds ownership: 61.68%65.63% (+4%)

2% more funds holding

Funds holding: 1,2871,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

15% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 433

Holders
1,313
Holders Change
+26
Holders Change %
+2.02%
% of All Funds
18.85%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.73%
New
97
Increased
367
Reduced
433
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
WealthBridge Capital Management
Ohio
$2.42M +$38K +69 +2%
SIC
402
Salem Investment Counselors
North Carolina
$2.4M
LSAG
403
Lake Street Advisors Group
New Hampshire
$2.4M
BFG
404
Baron Financial Group
New Jersey
$2.4M -$54K -98 -2%
LC
405
Lavaca Capital
Texas
$2.39M +$2.31M +4,200 New
LWA
406
Lowe Wealth Advisors
Maryland
$2.38M +$199K +362 +9%
WIC
407
Whitegate Investment Counselors
New Hampshire
$2.36M
FTUS
408
Flow Traders U.S.
New York
$2.36M -$3.12M -5,659 -58%
KWM
409
Kingsview Wealth Management
Oregon
$2.35M -$12.7K -23 -0.6%
UB
410
UMB Bank
Missouri
$2.33M
NAS
411
Nicolet Advisory Services
Wisconsin
$2.33M +$80.4K +146 +4%
LWM
412
Lionsbridge Wealth Management
Florida
$2.32M -$20.9K -38 -0.9%
ZIC
413
ZWJ Investment Counsel
Georgia
$2.31M -$122K -222 -5%
TPW
414
Transatlantique Private Wealth
New York
$2.31M -$40.8K -74 -2%
CIAS
415
Capital Investment Advisory Services
North Carolina
$2.3M +$45.7K +83 +2%
RWP
416
Revolve Wealth Partners
New Jersey
$2.3M
HFW
417
Horizon Family Wealth
Illinois
$2.28M -$4.41K -8 -0.2%
SWP
418
Stratos Wealth Partners
Ohio
$2.27M +$694K +1,259 +46%
CS
419
Crescent Sterling
Louisiana
$2.26M +$40.8K +74 +2%
SIA
420
Soltis Investment Advisors
Utah
$2.25M -$2.75K -5 -0.1%
SSW
421
Stone Summit Wealth
Florida
$2.22M +$624K +1,132 +41%
BFM
422
Boothbay Fund Management
New York
$2.21M -$2.58M -4,685 -55%
CA
423
Cambridge Advisors
Nebraska
$2.21M -$2.75K -5 -0.1%
IFS
424
Intelligent Financial Strategies
Minnesota
$2.2M
AIFAIM
425
American Institute for Advanced Investment Management
Arizona
$2.19M

MDY Hedge Fund Activity: Q3 2024 in Review

1,313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2024, worth a combined $14B — up 7.4% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MDY positions and 55 closed out — a net gain of 42 holders — while 367 added to existing stakes and 433 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.2B. The largest seller was Bank of America, cutting an estimated $147M.

  • 1,313 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2024, up from 1,287 in Q2 2024.
  • Funds reported $14B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 97 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2024 and 55 closed out, a net change of +42 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $1.2B added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2024 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.