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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
AIC
426
Ameritas Investment Company
Nebraska
$1.04M -$4.26M -12,669 -81%
PAM
427
Premier Asset Management
Illinois
$1.04M +$15.8M +47,032 +5,096%
PT
428
Plimoth Trust
Massachusetts
$1.03M +$999K +2,971 New
Lido Advisors
429
Lido Advisors
California
$1.02M +$171K +509 +21%
CG
430
Colony Group
Massachusetts
$995K -$14M -41,617 -94%
VC
431
Vicus Capital
Pennsylvania
$995K -$518K -1,541 -35%
UBS AM
432
UBS AM
Illinois
$994K -$14.1K -42 -1%
AWA
433
Acorn Wealth Advisors
Michigan
$981K -$13.8K -41 -1%
PCM
434
Prelude Capital Management
New York
$977K +$952K +2,830 New
RFC
435
Regions Financial Corp
Alabama
$974K -$6.39K -19 -0.7%
RWA
436
River Wealth Advisors
Pennsylvania
$972K -$5.72K -17 -0.6%
SWA
437
Stratos Wealth Advisors
Ohio
$959K -$12.4K -37 -1%
HR
438
Hardy Reed
Mississippi
$958K
FGAM
439
Financial Gravity Asset Management
Texas
$904K +$869K +2,584 New
SRC
440
Shufro Rose & Co
New York
$900K -$20.2K -60 -2%
GSWM
441
Golden State Wealth Management
California
$899K +$876K +2,604 New
VA
442
Valmark Advisers
Ohio
$896K +$12.4K +37 +1%
LWA
443
Lenox Wealth Advisors
New York
$895K +$45.1K +134 +5%
OFG
444
Oxford Financial Group
Indiana
$894K
OSNBOA
445
Old Second National Bank of Aurora
Illinois
$876K -$339K -1,007 -28%
CA
446
Cetera Advisors
Colorado
$868K -$171K -509 -17%
MAU
447
MRA Associates USA
Arizona
$865K
SIC
448
Sigma Investment Counselors
Michigan
$863K
LSA
449
L & S Advisors
California
$856K +$62.2K +185 +8%
ASN
450
Advisory Services Network
Georgia
$849K +$263K +783 +47%

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.