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State Street SPDR S&P MIDCAP 400 ETF Trust

697 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 270 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $728M | Put options by funds: $460M

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

2% more funds holding

Funds holding: 686697 (+11)

1.38% more ownership

Funds ownership: 54.94%56.33% (+1.4%)

0% less capital invested

Capital invested by funds: $10.5B → $10.5B (-$10.4M)

3% less funds holding in top 10

Funds holding in top 10: 9693 (-3)

31% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 270

Holders
697
Holders Change
+11
Holders Change %
+1.6%
% of All Funds
17.38%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
2.32%
New
55
Increased
187
Reduced
270
Closed
39
Calls
$728M
Puts
$460M
Net Calls
+$269M
Net Calls Change
+$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
501
Sowell Financial Services
Arkansas
$397K +$123K +386 +48%
MMPW
502
Mitchell McLeod Pugh & Williams
Alabama
$395K -$2.23K -7 -0.6%
GJIC
503
Gamble Jones Investment Counsel
California
$395K
RPGK
504
Retirement Planning Group (Kansas)
Kansas
$390K
OC
505
Oarsman Capital
Wisconsin
$389K +$10.2K +32 +3%
RMCM
506
Reynders McVeigh Capital Management
Massachusetts
$389K +$36.6K +115 +11%
CAL
507
Capital Advisors Ltd
Ohio
$380K -$110K -346 -23%
SEI Investments
508
SEI Investments
Pennsylvania
$373K +$215K +677 +146%
SNT
509
Security National Trust
West Virginia
$366K
CCB
510
Cutter & Co Brokerage
Missouri
$365K +$3.5K +11 +1%
WPC
511
Waters Parkerson & Co
Louisiana
$364K -$7.95K -25 -2%
AIM
512
Arcadia Investment Management
Michigan
$363K
HCM
513
Hilton Capital Management
New York
$359K
SI
514
SII Investments
Wisconsin
$358K +$76.3K +240 +28%
JRP
515
Jasper Ridge Partners
California
$357K
FTIOP
516
Fiduciary Trust International of Pennsylvania
Pennsylvania
$353K -$254K -800 -43%
BTNA
517
Bremer Trust National Association
Minnesota
$353K
BOS
518
Bingham Osborn & Scarborough
California
$351K
BPC
519
Banque Pictet & Cie
Switzerland
$343K -$85.8K -270 -20%
CCM
520
Coldstream Capital Management
Washington
$343K
LA
521
Leonetti & Associates
Illinois
$343K
EVC
522
Eidelman Virant Capital
Missouri
$342K
SFM
523
Signet Financial Management
New Jersey
$342K +$333K +1,049 New
HCMNY
524
Howard Capital Management (New York)
New York
$341K -$4.77K -15 -1%
PIM
525
Penobscot Investment Management
Massachusetts
$338K +$15.3K +48 +5%

MDY Hedge Fund Activity: Q3 2017 in Review

697 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q3 2017, worth a combined $10.5B — down 0.1% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MDY positions and 39 closed out — a net gain of 16 holders — while 187 added to existing stakes and 270 trimmed.

The largest buyer was Credit Suisse, adding an estimated $71.4M. The largest seller was Morgan Stanley, cutting an estimated $198M.

  • 697 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q3 2017, up from 686 in Q2 2017.
  • Funds reported $10.5B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q3 2017, down 0.1% quarter-over-quarter.
  • 55 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q3 2017 and 39 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q3 2017 was Credit Suisse, an estimated $71.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q3 2017 was Morgan Stanley, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2017.