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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
SIC
476
Sigma Investment Counselors
Michigan
$938K
CSIC
477
Clifford Swan Investment Counsel
California
$929K
GJIC
478
Gamble Jones Investment Counsel
California
$925K
ASN
479
Advisory Services Network
Georgia
$922K +$158K +437 +22%
GAG
480
GM Advisory Group
New York
$915K +$361 +1 +0%
DSC
481
Duncker Streett & Co
Missouri
$913K +$48.4K +134 +6%
AA
482
Alesco Advisors
New York
$911K
AWA
483
Acorn Wealth Advisors
Michigan
$910K -$10.5K -29 -1%
BBA
484
BLB&B Advisors
Pennsylvania
$910K
GA
485
GFS Advisors
Texas
$907K
EB
486
Eastern Bank
Massachusetts
$902K +$5.06K +14 +0.6%
Neuberger Berman Group
487
Neuberger Berman Group
New York
$897K -$5.03M -13,908 -85%
GWS
488
Glassman Wealth Services
Virginia
$896K +$107K +295 +14%
MCM
489
Manchester Capital Management
Vermont
$889K -$1.08K -3 -0.1%
OSNBOA
490
Old Second National Bank of Aurora
Illinois
$887K
PCM
491
Parsons Capital Management
Rhode Island
$861K -$17.3K -48 -2%
LWCFA
492
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$860K
Chevy Chase Trust
493
Chevy Chase Trust
Maryland
$858K -$29.6K -82 -3%
KTM
494
Keeler Thomas Management
Utah
$857K -$17.3K -48 -2%
SWM
495
SVA Wealth Management
Wisconsin
$847K +$32.5K +90 +4%
HR
496
Hayden Royal
North Carolina
$829K -$34K -94 -4%
BSW
497
Buckingham Strategic Wealth
Missouri
$827K +$90.4K +250 +13%
PFG
498
Pacific Financial Group
Washington
$811K -$27.1K -75 -3%
VDFA
499
Vickerman & Driscoll Financial Advisors
Washington
$809K -$56K -155 -7%
VA
500
Valmark Advisers
Ohio
$804K -$166K -459 -18%

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.