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State Street SPDR S&P MIDCAP 400 ETF Trust

1,313 hedge funds and large institutions have $14B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 367 increasing their positions, 433 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

19% more call options, than puts

Call options by funds: $275M | Put options by funds: $231M

7% more capital invested

Capital invested by funds: $13.1B → $14B (+$964M)

3.96% more ownership

Funds ownership: 61.68%65.63% (+4%)

2% more funds holding

Funds holding: 1,2871,313 (+26)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

15% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 433

Holders
1,313
Holders Change
+26
Holders Change %
+2.02%
% of All Funds
18.85%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.73%
New
97
Increased
367
Reduced
433
Closed
55
Calls
$275M
Puts
$231M
Net Calls
+$43.7M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
26
Welch & Forbes
Massachusetts
$79.9M +$219K +398 +0.3%
WA
27
Waddell & Associates
Tennessee
$79.1M +$1.31M +2,373 +2%
WT
28
Whittier Trust
California
$79M -$432K -785 -0.6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$76M +$13.9M +25,179 +23%
FNBT
30
FineMark National Bank & Trust
Florida
$71M -$352K -639 -0.5%
Brown Advisory
31
Brown Advisory
Maryland
$69.5M -$181K -328 -0.3%
Citadel Advisors
32
Citadel Advisors
Florida
$69.3M +$39.8M +72,317 +147%
HBT
33
Hills Bank & Trust
Iowa
$68.9M -$224K -407 -0.3%
MA
34
Montag & Associates
Georgia
$63.1M +$747K +1,356 +1%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$62.2M +$1.11M +2,022 +2%
ERSOT
36
Employees Retirement System of Texas
Texas
$61.8M
Truist Financial
37
Truist Financial
North Carolina
$61.2M +$1.87M +3,396 +3%
Mariner
38
Mariner
Kansas
$57.8M -$485K -881 -0.9%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$57M +$55.1M +100,000 New
Cerity Partners
40
Cerity Partners
New York
$55.6M +$1.11M +2,021 +2%
WT
41
Washington Trust
Rhode Island
$54.8M -$1.44M -2,605 -3%
SSB
42
Sandy Spring Bank
Maryland
$53.6M -$121K -220 -0.2%
Ameriprise
43
Ameriprise
Minnesota
$52M -$19M -34,449 -27%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$50.3M -$5.77M -10,482 -11%
HRCM
45
Hawk Ridge Capital Management
California
$48.8M +$47.2M +85,624 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$46.2M -$253K -460 -0.6%
HC
47
Henshaw Capital
Massachusetts
$42.8M
PGA
48
Portland Global Advisors
Maine
$40.8M -$369K -669 -0.9%
Stifel Financial
49
Stifel Financial
Missouri
$39.6M +$7.22M +13,100 +23%
William Blair & Company
50
William Blair & Company
Illinois
$39.6M +$578K +1,050 +2%

MDY Hedge Fund Activity: Q3 2024 in Review

1,313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2024, worth a combined $14B — up 7.4% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MDY positions and 55 closed out — a net gain of 42 holders — while 367 added to existing stakes and 433 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.2B. The largest seller was Bank of America, cutting an estimated $147M.

  • 1,313 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2024, up from 1,287 in Q2 2024.
  • Funds reported $14B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 97 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2024 and 55 closed out, a net change of +42 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $1.2B added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2024 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.