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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
RA
476
RFG Advisory
Alabama
$1.72M -$1.91M -3,459 -53%
AG
477
AlTi Global
New York
$1.72M
Bank of Nova Scotia
478
Bank of Nova Scotia
Ontario, Canada
$1.7M -$123K -223 -7%
FMTC
479
Farmers & Merchants Trust Company
California
$1.69M
SB
480
Sunflower Bank
Texas
$1.67M -$17.6K -32 -1%
P
481
&Partners
Tennessee
$1.64M +$964K +1,749 +154%
PFT
482
Providence First Trust
Arizona
$1.61M
Deutsche Bank
483
Deutsche Bank
Germany
$1.61M -$102K -185 -6%
HR
484
Hardy Reed
Mississippi
$1.58M
EFA
485
Edge Financial Advisors
Illinois
$1.56M +$5.51K +10 +0.4%
HAC
486
Harbor Advisory Corp
New Hampshire
$1.56M
IFG
487
Independent Financial Group
California
$1.56M -$1.49M -2,699 -50%
SWM
488
SK Wealth Management
Rhode Island
$1.55M +$1.49M +2,704 New
GAM
489
GEM Asset Management
Michigan
$1.54M
TH
490
TCTC Holdings
Texas
$1.53M +$49K +89 +3%
DAS
491
Dynamic Advisor Solutions
Arizona
$1.51M +$189K +343 +15%
OPCM
492
Osborne Partners Capital Management
California
$1.5M -$551 -1 -0%
HFA
493
High Falls Advisors
New York
$1.5M
DI
494
Disciplined Investments
Oklahoma
$1.5M +$2.2K +4 +0.2%
MHIC
495
Marble Harbor Investment Counsel
Massachusetts
$1.48M
CFC
496
Coyle Financial Counsel
Illinois
$1.48M -$63.4K -115 -4%
FA
497
Fiducient Advisors
Illinois
$1.47M +$112K +203 +9%
ZB
498
Zions Bancorporation
Utah
$1.47M +$214K +388 +18%
OWA
499
ORBA Wealth Advisors
Illinois
$1.47M -$44.1K -80 -3%
CF
500
Centaurus Financial
California
$1.46M -$452K -821 -24%

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.