We are live on ! Find out more
MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

695 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 222 increasing their positions, 269 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

26% more call options, than puts

Call options by funds: $570M | Put options by funds: $452M

2% more funds holding

Funds holding: 684695 (+11)

0% more capital invested

Capital invested by funds: $10.9B → $10.9B (+$16.6M)

2.94% less ownership

Funds ownership: 57.93%54.98% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

17% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 269

Holders
695
Holders Change
+11
Holders Change %
+1.61%
% of All Funds
17.3%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
2.59%
New
59
Increased
222
Reduced
269
Closed
43
Calls
$570M
Puts
$452M
Net Calls
+$117M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
501
Bank Pictet & Cie (Europe)
Germany
$392K
FWP
502
FAS Wealth Partners
Kansas
$388K -$931 -3 -0.2%
RPGK
503
Retirement Planning Group (Kansas)
Kansas
$386K -$4.03K -13 -1%
PV
504
Private Vista
Illinois
$384K -$14.9K -48 -4%
MMPW
505
Mitchell McLeod Pugh & Williams
Alabama
$383K
MC
506
Moors & Cabot
Massachusetts
$381K -$14.9K -48 -4%
BW
507
Bison Wealth
Georgia
$381K
NSAM
508
North Star Asset Management
Wisconsin
$379K
GJIC
509
Gamble Jones Investment Counsel
California
$378K
WA1
510
Wimmer Associates 1
California
$367K -$69.8K -225 -16%
AIM
511
Arcadia Investment Management
Michigan
$366K
FNT
512
First National Trust
Pennsylvania
$364K +$36.6K +118 +11%
OC
513
Oarsman Capital
Wisconsin
$363K +$360K +1,161 New
WPC
514
Waters Parkerson & Co
Louisiana
$356K -$62.1K -200 -15%
WAM
515
Wealthspire Advisors (Maryland)
Maryland
$353K -$8.07K -26 -2%
ASN
516
Advisory Services Network
Georgia
$351K +$349K +1,123 New
FI
517
FormulaFolio Investments
Michigan
$350K +$133K +429 +62%
SNT
518
Security National Trust
West Virginia
$350K +$171K +550 +96%
BTNA
519
Bremer Trust National Association
Minnesota
$348K
BTIS
520
BB&T Investment Services
North Carolina
$348K +$343K +1,105 New
WAS
521
Winch Advisory Services
Wisconsin
$344K -$4.03K -13 -1%
HCM
522
Hilton Capital Management
New York
$344K
HCMNY
523
Howard Capital Management (New York)
New York
$342K
JRP
524
Jasper Ridge Partners
California
$342K
RMCM
525
Reynders McVeigh Capital Management
Massachusetts
$340K +$57.4K +185 +20%

MDY Hedge Fund Activity: Q1 2017 in Review

695 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2017, worth a combined $10.9B — up 0.15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDY positions and 43 closed out — a net gain of 16 holders — while 222 added to existing stakes and 269 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Citigroup, cutting an estimated $407M.

  • 695 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2017, up from 684 in Q4 2016.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2017, up 0.15% quarter-over-quarter.
  • 59 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2017 and 43 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2017 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2017 was Citigroup, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2017.