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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
Thrivent Financial for Lutherans
426
Thrivent Financial for Lutherans
Minnesota
$596K +$580K +1,824 New
MWM
427
Merriman Wealth Management
Washington
$595K +$580K +1,824 New
DDPIC
428
Deroy & Devereaux Private Investment Counsel
Michigan
$589K +$574K +1,806 New
SSWM
429
Sheets Smith Wealth Management
North Carolina
$587K -$2.23K -7 -0.4%
CAM
430
Concorde Asset Management
Michigan
$587K +$48.9K +154 +9%
SBIA
431
Sheaff Brock Investment Advisors
Indiana
$584K
WSFS
432
Wilmington Savings Fund Society
Delaware
$580K -$117K -367 -17%
AOWM
433
Alpha Omega Wealth Management
Virginia
$577K
LRIC
434
Long Road Investment Counsel
Michigan
$574K
LC
435
LCNB Corp
Ohio
$570K
BCM
436
Becker Capital Management
Oregon
$570K +$555K +1,747 New
Kayne Anderson Rudnick Investment Management
437
Kayne Anderson Rudnick Investment Management
California
$565K +$550K +1,731 New
BSW
438
Buckingham Strategic Wealth
Missouri
$563K +$101K +319 +23%
APP
439
Avantax Planning Partners
Iowa
$561K +$68.7K +216 +14%
TCOV
440
Trust Company of Vermont
Vermont
$558K
LIC
441
Lodestar Investment Counsel
Illinois
$556K +$51.8K +163 +11%
NP
442
NorthRock Partners
Minnesota
$551K -$63.6K -200 -11%
OFS
443
Orrstown Financial Services
Pennsylvania
$551K -$55.9K -176 -9%
SS
444
Sunbelt Securities
Texas
$549K +$535K +1,684 New
ATC
445
Argent Trust Co
Tennessee
$541K
KTA
446
Keeley-Teton Advisors
Illinois
$539K +$318 +1 +0.1%
EAM
447
Evanson Asset Management
California
$536K +$318 +1 +0.1%
Verition Fund Management
448
Verition Fund Management
Connecticut
$535K +$521K +1,640 New
AP
449
Appleton Partners
Massachusetts
$533K
PAM
450
Premier Asset Management
Illinois
$510K +$47.7K +150 +11%

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.