We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

600 hedge funds and large institutions have $9.1B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 181 increasing their positions, 237 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $442M

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

5% more funds holding in top 10

Funds holding in top 10: 8690 (+4)

1.26% more ownership

Funds ownership: 57.23%58.49% (+1.3%)

1% more funds holding

Funds holding: 593600 (+7)

4% more capital invested

Capital invested by funds: $8.73B → $9.1B (+$367M)

24% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 237

Holders
600
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
16.01%
Holding in Top 10
90
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.65%
% of All Funds
2.4%
New
44
Increased
181
Reduced
237
Closed
29
Calls
$1.08B
Puts
$442M
Net Calls
+$634M
Net Calls Change
+$367M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$58.1M -$2.5M -9,346 -4%
Victory Capital Management
27
Victory Capital Management
Texas
$57.4M -$48.2M -180,256 -46%
CIA
28
Choate Investment Advisors
Massachusetts
$51.6M +$4.44M +16,608 +10%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$50.3M +$2.27M +8,509 +5%
CC
30
Chanos & Company
New York
$48M +$38.5M +144,093 +445%
WF
31
WealthTrust Fairport
Ohio
$47.8M +$85K +318 +0.2%
ECP
32
Empyrean Capital Partners
California
$47.2M +$46.3M +173,345 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$46.3M -$15.8M -59,110 -26%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$44.1M -$1.83M -6,864 -4%
NPC
35
National Planning Corporation
California
$41.9M +$36.1M +135,237 +929%
CFG
36
Citizens Financial Group
Rhode Island
$41.6M -$1.89M -7,070 -4%
VF
37
Virtu Financial
New York
$41.2M +$40.5M +151,350 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$40.8M +$36.1M +135,009 +185%
SSB
39
Sandy Spring Bank
Maryland
$39.8M -$283K -1,058 -0.7%
WT
40
Whittier Trust
California
$39.7M -$210K -787 -0.5%
MA
41
Montag & Associates
Georgia
$39.3M +$962K +3,600 +3%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$37.5M +$35.6M +133,255 +2,955%
SMG
43
Spectrum Management Group
Indiana
$36.5M +$69K +258 +0.2%
Creative Planning
44
Creative Planning
Kansas
$36.2M -$980K -3,667 -3%
AC
45
Aperimus Capital
California
$35.8M -$2.46M -9,200 -7%
CI
46
Conning Inc
Connecticut
$32.7M
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$30.9M -$21.1M -78,900 -41%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$30.4M +$9.77M +36,557 +49%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$28.7M +$2.94M +11,005 +12%
HIMC
50
Heritage Investors Management Corp
Maryland
$28M +$30.5K +114 +0.1%

MDY Hedge Fund Activity: Q2 2016 in Review

600 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2016, worth a combined $9.1B — up 4.2% from $8.73B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MDY positions and 29 closed out — a net gain of 15 holders — while 181 added to existing stakes and 237 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $223M. The largest seller was Freedom Investment Management, cutting an estimated $211M.

  • 600 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2016, up from 593 in Q1 2016.
  • Funds reported $9.1B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2016, up 4.2% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2016 and 29 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2016 was Squarepoint, an estimated $223M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2016 was Freedom Investment Management, an estimated $211M sold.

Based on aggregated 13F filings for Q2 2016.