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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
CSIC
476
Clifford Swan Investment Counsel
California
$713K
NCM
477
Neumann Capital Management
California
$706K
PNC
478
Park National Corp
Ohio
$702K -$24.2K -72 -3%
EDRH
479
Edmond de Rothschild Holding
Switzerland
$699K +$65.3K +194 +11%
TVAMP
480
Tennessee Valley Asset Management Partners
Tennessee
$687K -$80.1K -238 -11%
PWM
481
Paulson Wealth Management
Illinois
$683K -$74K -220 -10%
RWA
482
Redhawk Wealth Advisors
Minnesota
$672K +$115K +343 +21%
FT
483
Fiduciary Trust
Massachusetts
$672K +$253K +752 +63%
HFP
484
Holistic Financial Partners
Indiana
$669K -$64.2K -191 -9%
FA
485
FDx Advisors
Illinois
$667K +$649K +1,930 New
SWM
486
SeaCrest Wealth Management
New York
$664K +$3.36K +10 +0.5%
WPC
487
White Pine Capital
Minnesota
$662K +$81.4K +242 +14%
SEI Investments
488
SEI Investments
Pennsylvania
$660K +$642K +1,910 New
VFA
489
Voya Financial Advisors
Connecticut
$659K +$2.02K +6 +0.3%
BP
490
BBR Partners
New York
$658K
MLL
491
Moody Lynn & Lieberson
Massachusetts
$653K +$32K +95 +5%
GC
492
Grimes & Company
Massachusetts
$652K
OWM
493
Orgel Wealth Management
Wisconsin
$651K
ZIC
494
ZWJ Investment Counsel
Georgia
$648K +$23.5K +70 +4%
RIG
495
Roosevelt Investment Group
New York
$648K +$631K +1,875 New
BAS
496
Brown Advisory Securities
Maryland
$645K
MIG
497
McGuire Investment Group
Rhode Island
$643K -$2.69K -8 -0.4%
CBN
498
Cadence Bank NA
Texas
$642K -$35.7K -106 -5%
FA
499
Fagan Associates
New York
$640K +$336 +1 +0.1%
NP
500
NorthRock Partners
Minnesota
$635K -$23.5K -70 -4%

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.