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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
MAFM
426
Mid Atlantic Financial Management
Pennsylvania
$1.31M -$186K -514 -13%
OIA
427
Optimum Investment Advisors
Illinois
$1.31M -$81.3K -225 -6%
RFC
428
Regions Financial Corp
Alabama
$1.3M -$74.5K -206 -6%
LIM
429
Leavell Investment Management
Alabama
$1.3M +$361 +1 +0%
HCMT
430
Highland Capital Management (Tennessee)
Tennessee
$1.3M
CAM
431
Cresset Asset Management
Illinois
$1.29M +$591K +1,636 +93%
WC
432
Woodstock Corp
Massachusetts
$1.26M
HR
433
Howe & Rusling
New York
$1.24M -$11.2K -31 -0.9%
KWM
434
Kingsview Wealth Management
Oregon
$1.24M +$1.19M +3,294 New
UBV
435
United Bank (Virginia)
Virginia
$1.23M
BCWM
436
Blue Chip Wealth Management
Florida
$1.23M +$1.81K +5 +0.2%
IG
437
ING Group
Netherlands
$1.23M
SAM
438
Southernsun Asset Management
Tennessee
$1.22M +$1.17M +3,236 New
TAM
439
Tocqueville Asset Management
New York
$1.21M -$29.6K -82 -2%
QCM
440
Quest Capital Management
Texas
$1.21M -$18.4K -51 -2%
SL
441
Salomon & Ludwin
Virginia
$1.21M +$526K +1,454 +83%
WSFS
442
Wilmington Savings Fund Society
Delaware
$1.21M +$416K +1,150 +56%
Lido Advisors
443
Lido Advisors
California
$1.19M +$19.2K +53 +2%
MIC
444
Meridian Investment Counsel
California
$1.18M
SS
445
Simplicity Solutions
Minnesota
$1.17M +$287K +794 +34%
AL
446
Aspiriant LLC
California
$1.17M
MSAM
447
Moloney Securities Asset Management
Missouri
$1.17M +$33.6K +93 +3%
XF
448
XML Financial
Maryland
$1.17M +$1.12M +3,112 New
MC
449
Middleton & Co
Massachusetts
$1.16M
RWA
450
River Wealth Advisors
Pennsylvania
$1.15M +$78.1K +216 +8%

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.