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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
GAG
451
GM Advisory Group
New York
$840K +$336 +1 +0%
AA
452
Alesco Advisors
New York
$838K -$16.8K -50 -2%
BBA
453
BLB&B Advisors
Pennsylvania
$837K -$212K -631 -21%
EB
454
Eastern Bank
Massachusetts
$831K +$7.4K +22 +0.9%
PCG
455
Private Capital Group
Connecticut
$828K -$10.8K -32 -1%
VWA
456
V Wealth Advisors
Kansas
$823K +$47.8K +142 +7%
Chevy Chase Trust
457
Chevy Chase Trust
Maryland
$821K +$172K +510 +29%
PCM
458
Parsons Capital Management
Rhode Island
$820K -$4.37K -13 -0.5%
GJIC
459
Gamble Jones Investment Counsel
California
$819K
MCM
460
Manchester Capital Management
Vermont
$813K
HR
461
Hayden Royal
North Carolina
$811K -$112K -333 -12%
VDFA
462
Vickerman & Driscoll Financial Advisors
Washington
$808K -$7.4K -22 -0.9%
CIBC World Market
463
CIBC World Market
Ontario, Canada
$795K -$64.6K -192 -8%
SMM
464
Stadion Money Management
Georgia
$794K
DSC
465
Duncker Streett & Co
Missouri
$792K +$34.3K +102 +5%
LWCFA
466
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$791K -$72.3K -215 -9%
FFG
467
Frisch Financial Group
New York
$785K -$119K -354 -13%
BEC
468
Blue Edge Capital
Virginia
$782K +$1.35K +4 +0.2%
SFA
469
Sequoia Financial Advisors
Ohio
$769K -$3.03K -9 -0.4%
PFG
470
Pacific Financial Group
Washington
$759K -$7.74K -23 -1%
SWM
471
SVA Wealth Management
Wisconsin
$753K -$10.4K -31 -1%
WS
472
Wedbush Securities
California
$751K -$62.2K -185 -8%
SCM
473
Stevens Capital Management
Pennsylvania
$725K +$706K +2,100 New
WSFS
474
Wilmington Savings Fund Society
Delaware
$717K -$89.5K -266 -11%
KTA
475
Keeley-Teton Advisors
Illinois
$714K -$148K -440 -18%

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.