We are live on ! Find out more
MDY icon

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
Brown Advisory
26
Brown Advisory
Maryland
$67.3M -$701K -1,939 -1%
AC
27
Aperimus Capital
California
$64.4M +$976K +2,700 +2%
Barclays
28
Barclays
United Kingdom
$60.7M +$3.65M +10,096 +7%
AllianceBernstein
29
AllianceBernstein
Tennessee
$57.7M +$4.85M +13,412 +10%
JP Morgan Chase
30
JP Morgan Chase
New York
$56.9M +$1.01M +2,794 +2%
FNBT
31
FineMark National Bank & Trust
Florida
$56.1M -$245K -678 -0.5%
Creative Planning
32
Creative Planning
Kansas
$55.6M -$1.15M -3,184 -2%
Truist Financial
33
Truist Financial
North Carolina
$55.3M +$47.2M +130,641 +779%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$51.6M -$2.7M -7,483 -5%
MA
35
Montag & Associates
Georgia
$51.1M +$379K +1,049 +0.8%
State Street
36
State Street
Massachusetts
$50.7M -$1.04M -2,865 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$49.9M +$868K +2,401 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$48.1M +$1.2M +3,321 +3%
WF
39
Welch & Forbes
Massachusetts
$45.7M -$447K -1,238 -1%
BMM
40
Berkshire Money Management
Massachusetts
$45.2M -$8.86M -24,505 -17%
Mariner
41
Mariner
Kansas
$44.8M -$2.42M -6,704 -5%
Victory Capital Management
42
Victory Capital Management
Texas
$44.4M +$22.8M +63,180 +115%
SSB
43
Sandy Spring Bank
Maryland
$44M -$1.47M -4,065 -3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$42.5M -$1.21M -3,342 -3%
CI
45
Conning Inc
Connecticut
$40.2M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$39.5M -$1.47M -4,075 -4%
Bessemer Group
47
Bessemer Group
New Jersey
$39.5M +$3.31M +9,162 +10%
PGA
48
Portland Global Advisors
Maine
$37.8M -$330K -914 -0.9%
EVM
49
Eaton Vance Management
Massachusetts
$37.6M -$260K -720 -0.7%
PA
50
Pinnacle Associates
New York
$36.7M -$257K -712 -0.7%

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.